How to automate setting Billing Details - for specific issue type and status

[Tessa Wiggin [Bynx]]

As part of our process, if an incident is moved to a particular status of rejected, the billing details should become T&M.

I have tried to set up an automation and it is not working.

Any advice, on how to do this?

[Walter Buggenhout]

Hi @Tessa Wiggin [Bynx] and welcome to the Community!

In theory, this should not be the most complex automation. Your automation rule should consist of steps like this:

when issue transitioned to status rejected

if issue fields condition - issue type = <your issue type>

then edit issue - set billing details field to T&M

However, if you want help on something that isn't working, please share screenshots of your configuration and what error message you may be receiving. 

Hope this helps!

[Tessa Wiggin [Bynx]]

I managed to work it out, and tested and is now working fine

[Tessa Wiggin [Bynx]]

I have managed to work it out.