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Automatic assignment based on multi-select field

Rich Wolverton

We have a project that has a multi-select field for Secretariat and Agency.

We would like to have tickets assigned on creation to the individual responsible for the Secretariat.

If the Secretariat was just a text field we could use Automation and do an equals.

How do we configure the test in Automation to be on the Secretariat level value, potentially using Smart Values to do the If portion of the If/Then step in Automation.

I have tried several permutations of {{issue.fields.customFieldId.10105}} as the first value in the If portion.

Guidance is always appreciated.

Accepted answers

Bill Sheboy

Hi @Rich Wolverton

Please consider posting an image of your complete rule, as that may provide more context for the community to offer ideas. Thanks!

Next, when wondering what your smart values are, you can use the steps in this article to find them: https://support.atlassian.com/jira-software-cloud/docs/find-the-smart-value-for-a-field/

Now for what you posted, that seems like a typo in your field with a period rather than an underscore in the field name. Please try this to get the list item's value.

Kind regards,
Bill

Alex_dddmmh

Hi @Rich Wolverton

To clarify the custom field type and give you a proper direction, is your custom field a Select List (multiple choices) or Select List (cascading).

I created an example with a Select List (multiple choices) named Dept:

Screen Shot 2021-10-13 at 4.08.19 PM.png

And another example with a Select List (cascading) named Secretarit with options 1 and 2 in its parent level, and create a rule to the option 1:

Screen Shot 2021-10-13 at 4.17.09 PM.png

I hope it helps. If this answer helps solve the problem, please come back and mark this answer as solved to help other community members with the same challenge. If not, you are welcome to share more insights or your solution as well.

Cheers,

Alex

All comments

Bill Sheboy

Hi @Rich Wolverton

Please consider posting an image of your complete rule, as that may provide more context for the community to offer ideas. Thanks!

Next, when wondering what your smart values are, you can use the steps in this article to find them: https://support.atlassian.com/jira-software-cloud/docs/find-the-smart-value-for-a-field/

Now for what you posted, that seems like a typo in your field with a period rather than an underscore in the field name. Please try this to get the list item's value.

Kind regards,
Bill

Rich Wolverton

Worked like a charm. Thanks!

Alex_dddmmh

Hi @Rich Wolverton

To clarify the custom field type and give you a proper direction, is your custom field a Select List (multiple choices) or Select List (cascading).

I created an example with a Select List (multiple choices) named Dept:

Screen Shot 2021-10-13 at 4.08.19 PM.png

And another example with a Select List (cascading) named Secretarit with options 1 and 2 in its parent level, and create a rule to the option 1:

Screen Shot 2021-10-13 at 4.17.09 PM.png

Cheers,

Alex

Bill Sheboy

Hi, Rich. I am glad to learn that worked.

You noted that was a multi-selection field, so you may want to consider using "contains" rather than "equals" if you expect multiple values.

Thanks,
Bill

Rich Wolverton

@Bill Sheboy actually it is a cascading select list so this is exactly what is needed. Good to be reminded of 'contains' as now that this is a working example there will be more use cases and requests. Thanks again.

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