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How to extract and copy common values from two user picker custom fields into a new field?

Jakeer_kkntml

Hello Team,

We have created Two User picker custom fields and added agents in it. Where Custom Field 1 has values A, B, C and Custom Field 2 has values A, B, C, D, E, F. Since A, B, C are the common values those values need to be copied into a new user picker custom field. How can we achieve this requirement,

Any quick suggestions will be more helpful.

Thanks,

Accepted answers

All comments

Kalyan Sattaluri_iinm1n

Hello @Jakeer

Are you asking how to do this using Automation or using script execution? Not clear from your post/..

Jakeer_kkntml

Hello @Kalyan Sattaluri

Sorry for not explaining in detail.

We need this through Automation rule.

Thanks,

Kalyan Sattaluri_iinm1n

Hello @Jakeer

What will be your trigger? Manual or Field Change? Or something else.

Lets assume its either Manual or Field change. (otherwise it gets complicated)

You do Advanced Branching after trigger to compare 2 fields and if value exists, update the third.

Lets assume your 3 fields are customfield_1000 , customfield_1001, customfield_1002.

where

customfield_1000 has A, B,E
customfield_1001 has A, C, D, E
And you want to store A, E in customfield_1002

Steps:

After your trigger,
you do advanced branch, choose one of the fields to iterate, give it a name,(for ex "myagents")
then in next step, if condition -> advance compare -> smart value, check if the value is present in other field, (see screenshot, notice what we are checking against and implement the same way)
if so, add it to other (customfield_1003)field using advanced edit using below JSON:

{
"update": {
customfield_1003" : [
{
"add": {
"id":"{{myagent}}"
}
}
]
}
}

I havent tested this because I dont have this many fields, please see screenshot, implement and share your rule and audit log section to review.

Your Edit issue should use advanced Edit like below:

Jakeer_kkntml

Hi @Kalyan Sattaluri

Good Morning!

Thanks for your help.

I have tried the automation rule you sent and the rule is not working as expected.

I have created an automation rule where is copied the Assignee Group Values into "User in groups" Custom field and Organization values into "User in Organizations" custom field.

Such that the values in User in Groups= Jakeer and Malisha if Assignee Group = L1 helpdesk

Values in User in Organizations = Malisha if Organization = HSBC

The common values present in the two custom fields are getting copied with the automation you provided. If both the members are in both the custom fields User in Groups and User in organizations then the values are not getting copied only one value either Jakeer or Malisha name is getting copied in the new field "myagents"

With the Automation rule you described I have tried and when i change the values the names are not getting changed although they are not part of assignee group or Grouporganization their names are remained same without changes in the field.

Regards,

Kalyan Sattaluri_iinm1n

Hello @Jakeer

I just tested and it worked for me so I am not sure whats wrong with your set up.

Only thing I notice is that in your edit issue section, you are unncessarily choosing a field..

Nothing should be selected in the "Choose fields to set".. Only the advanced section should be set.

It should be like below screenshot.. notice I have no fields selected.. you have choosen "JSMField" in that dropdown.. we dont need to do that..

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