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Depending on custom field value populate another custom field with approver.

Jesper Fransson_e2llz4

I have a custom field called Estimated Price, which has three options.

1. [0-5000 USD]
2. [5000-50000 USD]
3. [>50000 USD]

What I want is the following Approvers field to be populated with a certain user depending on what option you choose for the Estimated Price custom field.

Is this possible to achieve somehow?

Best regards,

Jesper

Accepted answers

All comments

Mohamed Benziane

Hi,

You can try to create an automation rule that will update the Approvers field everytime the Estimated price is updated.

Karyna Tyrnavska _SaaSJet

Hi, @Jesper Fransson !

You can try out Business Process Manager add-on to deal with it issue.

You need to create a Step with such form elements: dropdown or multi-choice and fill it with information. In your case
1. [0-5000 USD]
2. [5000-50000 USD]
3. [>50000 USD]

2. After that, set a Conditional step that will start depending on the certain option. And also feel it with information

3. After you fill in all data, set a multiple or single approval to the Conditional Step.

4. And the final, go back to the first step and set a Form Logic with when/then rule

I know, that it sounds a little bit difficult, so I suggest you get assistance from our product manager to

Jesper Fransson_e2llz4

Thanks alot for your input @Karyna Tyrnavska _SaaSJet

However, I'm not interested in getting a new app solemnly for this purpose.

Jesper Fransson_e2llz4

Hi Mohamed,

Is it possible to have automation rules update fields in a form before you've submitted it? Can you create listeners? I've never seen this before.

Thanks,

Jesper

Mohamed Benziane

Hi Jesper,

No this is not possible with automation, it will update the issue once it is created

Jesper Fransson_e2llz4

Hi Mohamed,

I've tried to set up an automation rule for this with some custom JSON:

{
"update": {
"Approvers": [
{
"add": { "accountId": "INSERT_ID"}
}
]
}
}

But I get:

"Error editing issues - GP-41 (Field 'customfield_10003' cannot appear in both 'fields' and 'update')"

Do you know what I'm doing wrong here?

Best regards,

Jesper

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