Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Step

Component

Details

1

When: Field value changed

This is a The trigger , and can be any moment in time actioned anytime you wish to copy the customer details over to the issue. Note that customers are linked after issue creation (which means that it must be triggered on issue update.

Fields to monitor for changes: Customer

Change type: Any changes to the field value

For: Edit issue

2

Then: Send web request

Use the Crumbs API to find the customerId of the customer linked.

Web request: https://crumbs-prod.newverveconsulting.com/api/1/issueLink/{{issue.key}}

Headers:

  • Name: Authorization

  • Value: Bearer <Crumbs API token>

HTTP method: GET

Web request body: Empty

Wait for response:

  • Delay execution of subsequent rule actions until we've received a response for this web request

3

And: Send web request

Use the Crumbs API to get the customer details.

Web request: https://crumbs-prod.newverveconsulting.com/api/1/customer/{{webResponse.body.customerIds.first}}

Headers:

  • Name: Authorization

  • Value: Bearer <Crumbs API token>

HTTP method: GET

Web request body: Empty

Wait for response:

  • Delay execution of subsequent rule actions until we've received a response for this web request

4

And: Edit issue fields

Choose fields to copy customer to e.g.

Request participant: {{webResponse.body.fields.mainContact}}

If you are copying a custom field, you will need to know the fieldId. You can find this with GET /field. e.g. if the fieldId is 0a647c60-2513-40c2-a61a-2683cf19c1dd, to access the field use the following smart value:

{{webResponse.body.fields.0a647c60-2513-40c2-a61a-2683cf19c1dd}}.

...