Automation Expertise

[Jewell Sutton]

Hello, My automation skills are basic at best and of course I am trying to create one that is fairly complicated. And after 10+hours testing, refining, etc, just no success.

Would anyone with automation skills be willing to review my workflow and help me identify errors? Potentially providing ~15m of your time. The flow is extremely long, but have attached a snapshot.

Thank you for considering and any advice/networking you can provide.

Jewell

[Trudy Claspill]

Hello @Jewell Sutton 

In order to provide you with relevant assistance we will need some addition information.

• what type of project is this for: company-managed, team-managed, JPD, etc.
• an image of your complete automation rule in a single image for continuity
• images of any relevant actions / conditions / branches
• an image of the audit log details showing the rule execution
• explain what is not working as expected and why you believe that to be the case

Without know what you want to do we have no hope of giving you advice on how to accomplish it.

Without knowing how your rule is failing to do what you want we have no hope of identifying what needs to change.

And we have to have image(s) that show us the entire rule with the images properly sequenced.

I often recommend that you start with a small part of your rule and then add to it to achieve you final requirement.

If you are looking for somebody to help you live, that may be harder to find. This is a user community and we are users/vendors/partners providing help here on our own time. Some may be willing to provide live help, and some may be willing to do that for free. Mostly we help in an asynchronous manner though.

[Bill Sheboy]

Hi @Jewell Sutton 

Yes, and...to the suggestions from @Trudy Claspill 

Please first explain what problem your rule is trying to solve.  That is, "why make this rule?"  Knowing that will provide the overall context, and help the community offer better suggestions.  Thanks!

Kind regards,
Bill

[Jewell Sutton]

https://community.atlassian.com/forums/user/viewprofilepage/user-id/3569011

Thanks Trudy. I'll put together missing details as suggested and add to this discussion later today. 

Jewell

[Trudy Claspill]

Hello @Jewell Sutton 

Thank you for the additional information. 

Your first sentence is "...when a 'health observance' work item/epic is created..."

Can you please provide a screen image of such an item and point out what it is about that item that tells you that it is a "health observance" item?

Every work item has an issue type (aka work type). What I am trying to discern is if "health observance" is one of these types, or if there is some other field that designates that the item is "health observance".

Second, with the Work Item Created trigger it can be problematic to have a condition in the trigger. Sometimes the field being evaluated may not have been set before the rule is triggered, causing a failure when you think there should be success.

Also you have the condition checking a smart value that doesn't exist. Smart values are hierarchical. You are telling it to evalue the "healthobservances" attribute of the "issueType" attribute of the issue. The "issueType" attribute has no such attribute with the name "healthobservances". So I think this condition is not working as you hoped. 

When we understand what "health observance" is in your issues, then we can advise you on correcting that problem first.

On the IF block step can you click the ">" next to the Condition and share a screen image so we can see the details of that, please? And in a screen image of an issue can you show where that information is displayed?

[Sumer Metal Corporation]

I'd be happy to take a look if you can share the workflow details. Complex automations often fail because of a small logic issue, variable mismatch, condition error, or an unexpected data format rather than a major design problem.

Since you've already spent 10+ hours refining it, you're probably very close to a solution. If you post the workflow screenshot along with:

• The automation platform you're using

• What the workflow is supposed to do

• Where it fails or behaves unexpectedly

• Any error messages or logs

It will be much easier for others to pinpoint the issue. Sometimes, a fresh set of eyes can spot a problem in a few minutes that gets overlooked after hours of troubleshooting.

[Jewell Sutton]

Will do.. let me pull all the details together and repost..  Thank you Sumer!

[Jewell Sutton]

Ok, to answer your above Qs:

• what type of project is this for: company-managed, team-managed, JPD, etc. COMPANY
• an image of your complete automation rule in a single image for continuity
• images of any relevant actions / conditions / branches
• an image of the audit log details showing the rule execution
• explain what is not working as expected and why you believe that to be the case

What I expect is when a “health observance” work item/epic is created, 1 of 3 fields must be chosen (Teammate Recognition, Clinical, or Specialty-specific campaign) to then generate work items specific for each.

I’ve removed required fields and child tasks still not generating.

Please forgive the messy images @Bill Sheboy @Sumer Metal Corporation @Trudy Claspill