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Question regarding a manual trigger rule

Vishnu_3trcx7

Hi everyone,

I've created a manually triggered rule, however, it is not working as expected Screenshot 2022-11-29 193328.png Screenshot 2022-11-29 193715.png

The rule is to check for the same quote # and link if there is a matching quote #. When I run this rule manually, it is not giving the desired result. There is a matching quote # in the procurement test project, but the lookup returns empty. Please help

Thanks

Accepted answers

Luis Machado_rllvhc

Hi @Vishnu

I recreated your rule in my test instance and it worked for me using '1234' as the custom field value, here are a couple of things I would try to narrow down the issue:

First, what I typically do when I'm not getting expected results from rules is start adding log actions to the rule. The log action outputs a value to the audit log for the rule so you can see what if any variables are stored in the smart values. In your case, I would add an action to log the value of {{triggerIssue.Quote #}} and {{lookupIssues}}.

Second, I would run the JQL using the value from {{triggerIssue.Quote #}} to see if you get any results that way. If I had to guess at what the issue is, I'd guess it has something to do with the actual custom field value. Adding log actions to your rule will help you determine that.

All comments

Luis Machado_rllvhc

Hi @Vishnu

I recreated your rule in my test instance and it worked for me using '1234' as the custom field value, here are a couple of things I would try to narrow down the issue:

Vishnu_3trcx7

Hello @Luis Machado

Thanks for your quick reply.

Sorry, I'm not able to follow the steps you've mentioned. If possible can you share the screenshots of the rule, it would help me a lot. Thanks again

Luis Machado_rllvhc

Certainly. So the action you would add is the 'Log action' action.

Screen Shot 2022-11-29 at 9.30.13 AM.png

Then you type out a message to include in the log and specify the smart value, I usually do something like <Name of the Smart Value>: {{SmartValue}}

Screen Shot 2022-11-29 at 9.39.57 AM.png

You'll want to add this action to your rule after the variable has been stored in the smart value. I typically do it before the smart value is used so it's in line with what I'm looking for:

Screen Shot 2022-11-29 at 9.31.55 AM.png

After you run the rule navigate back to the rule edit page and click on the Audit log -> "Show More" and then look for the 'Log action' lines that you previously configured.

Screen Shot 2022-11-29 at 9.32.23 AM.png

Vishnu_3trcx7

@Luis Machado - Thank you for your help

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