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AUTOMATION SMART VALUE LOOKUP CUSTOM FIELD EMAIL DISPLAY ISSUE

Mateusz Janus
Contributor
June 17, 2026

Hello Brothers and Sisters,

I found the solution for my task in below article

Automation For Jira - Writing a rule that sends an email with the list of open issues per team in a Roadmap Plan | Automation | Atlassian Support

Generally this automation with lookup and variable works perfectly except the one case.

This is my configuration:

automation.jpgEMAILS.jpg

JQL

project=cabr and status="DEPARTMENT HEAD REVIEW."

{{#lookupIssues}}<tr><td><a href="{{url}}">{{key}}</a></td><td><a href="{{url}}">{{summary}}</a></td><td><em>{{issue.customfield_10206.displayName}}</em></td></tr>{{/}}

 

In my email i need to send a list depends on the ticket STATUS -> it works

Depends on the status i want to show columns with ASSIGNE but for some statuses instead of assignee i wanna display custom field (single user picker) . In my lookup i use below smartvalue

{{issue.customfield_10206.displayName}}

 THE PROBLEM. At the end email is sent with correct structured lists of tickets BUT my custom field values are not displayed in the email body...I tired differente syntax i.e 

customfield_10206

customField_10206

issue.customfield_10206

etc but it doesnt fix my problem

3 answers

1 accepted

1 vote
Answer accepted
Bill Sheboy
Rising Star
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June 17, 2026

Hi @Mateusz Janus 

Without seeing the details of all your rule actions, I see at least two problems with the rule you show:

First, when using a long-format iterator such as {{#lookupIssues}} ... {{/}} inside of that, the issue prefix is not used as the scope is the lookup itself.

 

Next, for Jira Data Center / Server automation rules, the Lookup Issues action only supports a limited number of fields, and none of those are custom fields.  Here is the open JAC backlog suggestion to add the other fields: https://jira.atlassian.com/browse/JIRAAUTOSERVER-877

The possible workarounds to access the other fields depends upon a rule's structure:

  • Use a scheduled trigger / branch with the bulk handling feature, using the plural {{issues}} rather than the {{lookupIssues}} smart value.  This may not work for your scenario.
  • Use the Send Web Request action to perform an issue search with JQL, getting the data from the response smart value.  This will work for your case, and a single call could be used with all the data, and then filter by the Status value for each case needed.

 

Kind regards,
Bill

Marc -Devoteam-
Community Champion
June 18, 2026

Hi @Bill Sheboy 

I learned something again.

But strange that this does work in a DC I'm currently working in, and not using an issue lookup action within automation.

Another quirck!

Bill Sheboy
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Champions.
June 18, 2026

Hi @Marc -Devoteam- 

Would you please clarify what you observed working with DC:

  • referencing outside data within a long-format iterator (i.e., using the issue prefix)
  • or something else?

Thanks!

0 votes
Marc -Devoteam-
Community Champion
June 17, 2026

HI @Mateusz Janus 

Use {{issue.<name of the field>.displayName}}, add a log action to see if this provides the correct name

Example, so if your field is named User, use {{issue.User.displayName}}

 

 

Mateusz Janus
Contributor
June 17, 2026

@Marc -Devoteam- 

hi thanks for quick reply

{{#lookupIssues}}<tr><td><a href="{{url}}">{{key}}</a></td><td><a href="{{url}}">{{summary}}</a></td><td><em>{{issue.Department Head.displayName}}</em></td></tr>{{/}}

 My custom field is named "Department Head". Two words....not sure if its issue.

I added log action. But looks like all good... But still in the email values are not retreived

action log.jpg

LOG.jpg

Marc -Devoteam-
Community Champion
June 17, 2026

HI @Mateusz Janus 

Do the accounts in your DC have a dIsplayName set?

I have tested this on my instance and I have a field manager and on using {{issue.Manager.displayName}}

I get the name set in attribute Display Name, what do you get on using API call:
https://<base_url>/rest/api/2/user?username=YOUR-USER-NAME

Mateusz Janus
Contributor
June 17, 2026

@Marc -Devoteam- 

let me share just the last line of the log cause of sensitive data

 

avatarId=11802"},"displayName":"Mateusz Janus","active":true,"deleted":false,"timeZone":"Asia/Riyadh","locale":"en_US","groups":{"size":50,"items":[]},"applicationRoles":{"size":1,"items":[]},"expand":"groups,applicationRoles"}

Is it possible that the problem is because of "Department Head" field name is 2-words field name? 

Marc -Devoteam-
Community Champion
June 17, 2026

Hi @Mateusz Janus 

No this should no impact.

Create as simple rule with a manual trigger add a log action and see what is displays on a single issue 

If this work then add a mail action, just mail to yourself and see when using the smart values in the mail description the name is visible.

But if you use lookup, using {{issue.Department Head.displayName}} should provide the information in the mail, if this value filled and is on the screen (edit or view)

0 votes
Mateusz Janus
Contributor
June 17, 2026

@Marc -Devoteam-  hey my old friend. Any hints....regarding this?

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