How to copy information from a drop-down list field to another asset field

[Kevin Vancrutsen]

Hello,

In a space with approximately 1,500 tickets, I have a ‘Buildings’ field that is a drop-down list. I want to copy the content to another field called ‘Buildings V2’, which is an asset field based on an object schema whose main attribute is ‘Name’. I tried to create an automation rule but couldn't figure it out. Do you have any easy ideas?

Thank you in advance for your help.

[Marc -Devoteam-]

Hi @Kevin Vancrutsen 

Whenever you ask for help with an Automation Rule it will help us to help you if you provide:

1. what type of project is this (e.g., company-managed, team-managed, etc.), 

2. images that show your complete rule.

3. images showing the details of any relevant actions/conditions/branches.

4. images showing the Audit Log details for the rule execution.

5. Explain where the issue is.

These questions are not for not willing to help, but to have community members understand on how automation works.

I assume you have now objects in assets that represent a building.

So in your automation you need to have all work items with an option from the original custom field then branch on every each found issue and set the new asset custom field to the relevant object in assets.

smart value for the asset custom field: key = <key of the relevant building object>

[Kevin Vancrutsen]

Hey Marc,

Thanks for reply, here are the anwsers : 

1. Service management project
2-3-4. here all screenshot form rules, field view and asset view (sorry UI in french)

5. i don't know what's the matter

Hope you will help me 

[Marc -Devoteam-]

Hi @Kevin Vancrutsen 

Your rule trigger should be based on a manual or scheduled trigger.

Then do a lookup of issues where field department is option A

Ten branch over the found issues and within the branch do an edit action where the field Department V2 is set key = <key of the related object from assets>

Repeat these actions in the rule, or replace them with new values after the rule has run.

You can't find all issues at once and do an action to replace multiple issues with a singel value in field to copy this to a similar value from an asset object.