How can I update a single line text field using automation with comma separated values?

keerthi_5gmito

Here is the automation setup which updates a Customer ID field based on customer names using a lookup table:

 

The field 'Customer(s)' is a multi-select list and could contain one or more customer names. 

The Customer ID field is a single line text field.

I'm trying to append the Customer ID field with the IDs separated by comma. Any advise is appreciated.

Thank you.

Bill Sheboy

Hi @keerthi 

For your scenario you describe:

• a multiple-select custom field called Customer(s) contains customer names
• a text field called Customer ID, intended to hold a CSV list of customer id values for the selected customers in the Customer(s) field

 

The only way to perform that translation (name to id) to then load the CSV list is with inline replacements, such as this assuming customer names of ABC and DEF with associated ids of 123 and 456.

{{issue.Customer(s).value.join(",").replace("ABC","123").replace("DEF","456")}}

Repeating the replacements for each customer name / id pairs.  That is going to prone to errors and maintenance-heavy to support.

Perhaps a better approach would be to combine the fields, and parse out the things you need.  For example, the values in the multiple select list could be:

• ABC (123)
• DEF (456)
• ...

(Yes, I know this combines two pieces of information in one field, for the DBAs taking note :^)  When the names (or ids) are needed elsewhere in rules, text functions can extract them.

 

More details:

The lookup table action seems like it would be a good approach for this scenario, but rule iterators cannot access information from outside.  That is, this cannot work...

{{#issue.Customer(s)}}{{customerId.get(value)}}{{^last}},{{/}}{{/}}

The lookup table cannot be seen once inside of the iterator's scope.

 

Kind regards,
Bill