Forums

Articles
Create
cancel
Showing results for 
Search instead for 
Did you mean: 

2nd form doesn't pull data from custom fields

Lisa Moreau
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
July 19, 2024

We're using forms / automation / workflows to accommodate our business procurement approval process.

On the last step of the process I would like to assign an approval ID (custom field) and ideally have the form updated with that ID -- Pretty sure this is a non-starter so I created a second form (Copy of the initial form with the approval ID) and attach it to the issue when it's status is set to done.

The problem is: the 2nd form doesn't always carry over all custom field values -- some do, some don't.   I've re-fetched the data (within the automation rule), verified the fields in both forms are linked to the same custom field and I can't find the problem.

If there is a better way to do this -- please advise.

 

1 answer

0 votes
Joseph Chung Yin
Community Champion
July 19, 2024

@Lisa Moreau -

Welcome to the community.  Can you provide more information on who or the source that will provide the approval ID against the issue?

Please advise, so we can further assist you.

Best, Joseph Chung Yin

Lisa Moreau
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
July 22, 2024

Hi Joseph,
Attaching the automation rule used to create the approval ID, assign it to a custom field (added to the second form (linked)), and attach the form to the issue:

2024-07-22_7-00-09.png

Suggest an answer

Log in or Sign up to answer
DEPLOYMENT TYPE
CLOUD
PRODUCT PLAN
PREMIUM
PERMISSIONS LEVEL
Product Admin
TAGS
AUG Leaders

Atlassian Community Events