How do I set up Automation/Post-function to assign based on custom field value(s)?

Question

I'm looking to assign an issue based on a custom field value.

Example:

WHEN The issue transitions from THIS to THIS,

AND If the *food* is an *apple*,

THEN assign the issue to THIS PERSON

(Items in ** are custom fields)

Bill Sheboy · Answer

You will need a branch for each one.

When the rule uses this structure, each branch runs the code inside independently.  As you are checking different custom fields to assign the issue, they need to be separated.

Please note: there is a maximum of 65 steps (i.e., components) in a rule.  If your case will require more than 21 conditions, let's investigate other solution approaches.

1 trigger + ( 1 branch + 1 condition + 1 action to assign ) x 21 = 64 steps

Kayleen Cucugliello · Answer

Thanks Bill!

Do I have to create a new branch for each option? Or do I continue to add components under the 1 branch?

Bill Sheboy · Answer

There are couple of ways to handle that:

* if your cases are related and mutually exclusive (e.g., "yes" or "no") then use an if / else condition structure
* if your cases are independent (e.g. when "blue" do this, next when "apple" do that), use branching

For example of case #1:

* if / else condition:* condition: if Field 1 equals "yes"* action: do something

* else / if Field 1 equals "no"* action: do a different thing

* else (handle the case of the field not set, when possible)* action: do yet something different

* ...more rule steps

An example of case #2 might be:

* some rule steps...
* branch: on current issue* condition: if Field 2 is "blue"
* action: do something

* branch: on current issue* condition: if Field 3 is "apple"
* action: do something different

* ...more rule steps