Configuring Lookup Tables for Email

Lookup Table: https://veristorinfo.wistia.com/medias/50rom5duxu

Lookup tables allow you to upload a spreadsheet of information that is accessible to the SmartHandler for Mail add-on. You can then configure a SmartHandler to use this information when creating or updating a ticket. For example, you can upload a list of team assignments, and then use the data to ensure that the tickets created from incoming email messages are assigned to the correct person.

Prerequisites

• Obtain administrator access to JIRA.
• Install the Smarthandler for Email add-on.

• Create or obtain access to the desired spreadsheet file, in CSV format.
  The add-on uses the first line of the CSV file as the column headers for the lookup table. Be sure the file includes descriptive column names. 

Uploading New Tables

1. In JIRA, click the gear icon, and then click Applications.
2. Under Integrations, click SmartHandler.
3. Click Lookup Tables.
4. Click the plus sign.
5. Enter a Name for the table.
   A descriptive name will help you identify the correct data table when configuring SmartHandlers.
6. Click Choose File, and browse to the desired CSV file.
7. Click Save.
8. Repeat steps 3 – 8 for each spreadsheet that you want to upload.

Managing Lookup Tables

1. In JIRA, click the gear icon, and then click Applications.

2. Under Integrations, click SmartHandler.

3. Click Lookup Tables.
   The list shows all the existing lookup tables.

4. Review the list and perform any of the following options.
   • To download a table, click it in the list.

   • To delete a table, click Delete beside it. Then, click Remove to confirm the deletion.

     Before deleting a table, ensure that it is not currently being used by any email actions to populate a JIRA field or evaluate action criteria. Deleting a table removes all references to it, and any actions that use the table will no longer work as expected.

Next Steps

• Upload additional lookup tables.
• Configure and manage email handlers, as necessary.