Rule background: * When an epic is created, it will create 5 stories linked back to that epic. Goal: * I want the creator of the epic to be automatically assigned as the "Auditor" of the epic, and the Auditor of the stories that the automation will create. * Auditor is a custom field How can I accomplish this? Thank you so much!

You seem to have covered all of the things I know which could cause this symptom. At this point I recommend working with your Site Admin to submit a ticket to Atlassian Support for assistance. If you are using a paid license for Jira the admin can do that here: https://support.atlassian.com/contact/#/

the field defined on create, and edit screen. Actor is Jira agent has an administrator role.

Is your field defined on the edit view? When it is not present a field cannot be edited by a rule. Who is the rule actor (i.e. user) in the details section of the rule? Has this been changed from the default of "Automation for Jira"?

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How to set creator of issue as the "auditor (a custom field)" of your issue in jira automation

Wendy Chen_7zxpyr

Rule background:

When an epic is created, it will create 5 stories linked back to that epic.

Goal:

I want the creator of the epic to be automatically assigned as the "Auditor" of the epic, and the Auditor of the stories that the automation will create.
Auditor is a custom field

How can I accomplish this?

Thank you so much!

Accepted answers

All comments

Walter Buggenhout

Hi @Wendy Chen,

You should be able to create a variable (e.g. {{auditor}}, fill that with a smart value from the epic's reporter ({{issue.reporter.displayName}}) and then use the variable to set the auditor custom field of your linked issues while you are creating them.

Hope this helps!

Wendy Chen_7zxpyr

So in the automation rule structure, would I include a New Action after the epic is created, select Edit issues field, choose the Auditor field, and input ({{issue.reporter.displayName}}).

And then in blocks that create the stories, select Audit field to be filled, and copy from the Epic?

Walter Buggenhout

Not exactly, @Wendy Chen.

I was thinking you 'd have an automation rule that responds to the issue created trigger, checks if the issue created is an epic and after that condition:

new action: set variable (name: {{auditor}}, value {{{{issue.reporter.displayName}}}}

And then, when you create the 5 issues in that epic, use the {{auditor}} variable to set the Audit field of the issues.

Wendy Chen_7zxpyr

Is this how I set the variable up? The second image is trying to edit the Auditor field of the epic issue that is created.

Screen Shot 2022-07-13 at 10.01.52 AM.png

However, I ran this rule and the error said "

Create issue

Unknown fields set during create, they may be unavailable for the project/type. Check your custom field configuration. Fields ignored -

Auditor (customfield_28180)"

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