Setting multiselect field in automation

[Louise Woods]

Given the sprint field is updated 

When automation A runs

Then the Target End date is set

And automation B runs and set the Quarter field

IF there is already a Quarter set it should be cleared and reset based on the updated Target End date

Quarter field is custom multi select - customfield_10125

Target End field is advance roadmap field - customfield_10023

Dates:

01/10/2025 - 01/01/2026 = Quarter 1

31/12/2025 - 01/04/2026 = Quarter 2

31/03/2026 - 01/07/2026 = Quarter 3

30/06/2026 - 01/11/2026 = Quarter 4

Automation A is running no issues and is setting the target end date. 

Automation B will run and only set the Quarter if it is blank to start and if I set the IF conditions as At least 1 matches. 

I have tried to add in the clear the Quarter field in to Automation A before B runs and they did not work. I have tried it in automation B before the if statements and does not work.

[Bill Sheboy]

Hi @Louise Woods 

The resolution of your images is a bit low, making it difficult to see the specifics.  And without seeing the audit log for the rule execution, I suspect there is a missed case / scenario and so the rule is always falling through the final else case.

If you post the log and higher resolution images, that may help explain this symptom.

Or...I believe you could restructure your rule to calculate the value without the if / else block.  This could likely be done with a Lookup Table or single conditional expression.

Kind regards,
Bill

[Louise Woods]

@Bill Sheboy - to rescue again! :-) 

Audit Log if all conditions should match:

This is the audit log if set the condition to must match at least:

This is better image of the full rule:

[Bill Sheboy]

Thanks for the images, @Louise Woods 

You appear to be using financial quarters, shifted where: Oct - Dec 2025 is in Q1 of 2026.  Is that correct?

If so, one way to solve this is to remove all the conditions, and instead increment the date by 3 months, then get the quarter with the format function.  Assuming your Target End is a date field, that could be this:

Quarter {{issue.customfield_10023.plusMonths(3).format("Q")}}