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Copy Assignee to collaborator (automation)

Irina Lemus

Hi there!

I enabled a rule to copy the collaborator from the assignee field but although it runs sucessfully the collaborator field doesnt get set. Please help. It seems to be such an easy rule but it doesnt work!

I tried each option below individually (but no it didn't work:

Copy from Issue
Copy from Parent
Copy from Epic
Copy from Trigger Issue

When I test the rule I make sure the triggering ticket OMS-70 has the assignee empty.

What am I missing? TYIA

Accepted answers

Tim Kopperud

Hi @Irina Lemus, you are using Copy from issue (in your last image). This will look for the Collaborator value on that issue, not the assignee. Since Collaborator is empty the value will be set to empty.

You can use the smart value {{assignee}} instead. Then it will fetch the assignee value from the issue and copy it into collaborator.

You woun't find assignee in the dropdown so you will need to write it manually and click on it from the new entry in the dropdown when you have written exactly like this:

 {{assignee}}

(In my image above I used "Approvers" because I don't have a collaborator field on my instans. In your case use collaborator as shown in your images. )

TimK.

All comments

Tim Kopperud

You can use the smart value {{assignee}} instead. Then it will fetch the assignee value from the issue and copy it into collaborator.

You woun't find assignee in the dropdown so you will need to write it manually and click on it from the new entry in the dropdown when you have written exactly like this:

 {{assignee}}

(In my image above I used "Approvers" because I don't have a collaborator field on my instans. In your case use collaborator as shown in your images. )

TimK.

Irina Lemus

Thank you so much! In my case, i was able to see the "Assignee" in the dropsdown but it was erasing the collaborator field rather than updating it. After I changed it to your proposed workaround with the smartvalue "Assignee" it worked! Thank you so much @Tim Kopperud !

Vishnu Vardhan Chenna

Hi @Tim Kopperud

I want to set assignee of the epic from child issue(custom issue type) and it is in "To Do" status and the epic status is in "In development/in testing." By using automation

Bill Sheboy

Hi @Vishnu Vardhan Chenna

Please create a new question rather than adding a different one to this older thread. That will help more people to see it to offer suggestions.

And when you create your question, please post an image of your complete automation rule, images of any relevant actions / conditions / branches, an image of the audit log details showing the rule execution, and explain what is not working as expected. Those will provide context for the community to offer ideas. Thanks!

Kind regards,
Bill

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