In Project Automation How Can I set Assignee via Email Address

[Vikrant Yadav]

Hi Experts, 

I have a scenario where an Incoming Webhook is used as the trigger in a Project Automation rule. The webhook payload contains custom data, from which I am able to retrieve the user’s email address.

However, when I use this email address as a smart value in the Assignee field, it fails and shows an error.

Could you please suggest how I can set a User Picker field or the Assignee field using an email address?

[Marc -Devoteam- · Accepted solution]

Hi @Vikrant Yadav 

You would need to story the email address in variable.

Then sent a web request with an url encode on the variable to get the account ID.

Then you can use the smart value {{webResponse.body.accountId}}, to set the reporter, assignee or any user picker field.

Example, I created a variable called EMAIL

[Vikrant Yadav]

Thanks @Marc -Devoteam-  I was thinking for a solution without a web request. 

When we update assignee via CSV using email address it works 

But not working in project automation. 

Thanks Marc! 

[Bill Sheboy · Accepted solution]

Hi @Vikrant Yadav 

Without seeing your entire rule and the audit log details, I wonder what error is showing.

A work item can be assigned using the email address with the Edit Work Item action, but not the Assign Work Item action.  The "trick" may be one of timing, where the email address can be first extracted to a Create Variable and then use that variable in the edit action.

Kind regards,
Bill

[Vikrant Yadav]

Hi @Bill Sheboy  Thanks a lot as always! 😊😊✌️

Edit Work item action works fine. Able to set assignee via email address.