Automation- reference another field and edit

[Shannon Miller]

Hello! I'm setting up a team-managed business project and having trouble with an automation.

I have 2 custom fields: Max End Date and Return Date

I would like to set it so that when an issue is created it reads the Max End Date and populates the Return Date with that value plus 6 months.

This is what I currently have (also tried with issue.Max...) it keeps saying it executed successfully, but the Return Date field is still blank. Would appreciate any guidance!

[Bill Sheboy · Accepted solution]

Hi @Shannon Miller -- Welcome to the Atlassian Community!

The issue created trigger can fire faster than the data is available...and without seeing your audit log details it is possible the condition shows the field as empty.

The work-around for that is to add a Re-fetch action immediately after the trigger, and before the condition.  This will slow the rule and reload the data before proceeding.

Next, try modifying your value for the edit to add issue. first, such as:

{{issue.Max End Date.plusMonths(6)}}

Finally, if that does not help, you may have the wrong smart value name for the field: they are case sensitive and spacing sensitive.  To confirm that, find an example issue with your field set and try the information in this how-to article to find the name, or to use the custom field id: https://support.atlassian.com/cloud-automation/docs/find-the-smart-value-for-a-field/

Kind regards,
Bill

[Shannon Miller]

Thank you Bill! It looks like there's another "Max End Date" field on another project so it was looking for the wrong one. Found the correct ID and it is now working properly!

[Bill Sheboy]

Awesome; I am glad you got it fixed!