Company managed "select list" fields are not available in automations (Edit Work Item)

[Marcos]

We've created several Company Managed "Select List" fields:

Customer

Site

We want to cascade Customer and Site values from any epic to the corresponding child stories. However, when we configure the automation under "Choose field to set", neither Customer nor Site are available.

What setting are we missing to make this field accessible?

Thank you

[Arkadiusz Wroblewski]

Hello @Marcos 

Can you confirm whether the Customer and Site fields are associated with the child issue type as well, or only with the Epic? Please check both the field context and the Edit screen for that specific child issue type.

Best,

Arkadiusz🤠

[Marcos]

Yes, both fields are associated with epic and story. 

Field Context and Edit Screen appear to be in order.

[Arkadiusz Wroblewski]

@Marcos 

Please share screenshots of your automation (be sure to remove any personal data).

That can happen when the rule scope/branch is too broad or when Automation cannot clearly resolve the editable fields for the target issue type. Without seeing your automation, it’s difficult to know what’s happening.

You can also try bypass the UI limits by using the More options section in your edit action with this advanced JSON to copy the values from the Epic:

{

  "fields": {

    "customfield_12345": {

      "value": "{{triggerIssue.customfield_12345.value}}"

    }

  }

}

Just replace customfield_12345 with your actual field IDs from Jira settings > Issues > Custom fields. If the rule runs but still fails, check the automation audit log, that will also pinpoint where we should look.

Best,

Arkadiusz 🤠☀️

[Marcos]

The company managed Customer field is missing. The field category/type is "Select Field". There was a customer field associated with the Space (Project) we deleted a week ago, but the company managed select field isn't showing up on the list.