Add Request Participants during work item creation in Jira Cloud
Platform Notice: Cloud - This article applies to Atlassian products on the cloud platform.
Summary
Adding Request Participants to work items ensures they receive notifications from the beginning.
Create a custom field
First, you'll need a custom field for the process to work properly. You can follow our documentation on creating a new custom field here:
When selecting a field type, use either the User Picker (single user) or the User Picker (multiple users).
Optional: You can add default users to the field so they're always added as Participants, or leave it with no default value so users can add the correct Participants when creating the issue.
After the field is created, don't forget to add it to the proper Create Issue screens for your projects!
Add a Workflow post-function
Find the desired Workflow you'd like to add the newly created field to, and edit it:
Switch to Diagram mode, so the Create Issue transition is easily identifiable.
- Select the Create Issue transition.
- Select Post Functions on the transition pop-up.
- Select "Add Post Function".
- Choose the Copy Value From Other Field Post Function and select Add.
Select the newly created custom field as the Source Field, and Request Participants as the Destination Field.
If the custom field doesn't appear, start typing its name to find it.
- Choose the Copy within same issue option and select Add.
- Publish your workflow draft so the changes are effective.
Now, whenever a new issue is created using that workflow, the users added to the custom field will be copied to the Watchers or Request Participants field automatically, ensuring that those users receive notifications for that issue following your notification settings.
Notes
This article originally covered adding Watchers during work item creation, as this was not possible at the time.
It is now possible to add watchers to a work item while creating it! Please refer to: Add watchers to an issue while creating it.