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Update value for custom field in another project

J.R. Rasberry

I'm trying to create a global automation rule based on field value changing.

I currently have three custom numerical fields in Tasks that can be updated in Project A. I have an automation that creates a sum of the values from these fields across all child Tasks and updates the value in three other custom numerical fields for the parent Epics in Project A.

I am looking to have an automation that will take the current values of those fields based on the fields updating and place them in a short text field of a Parent Initiative in Project B.

Every test I have run will not execute the update of the text field in Project B. I updated the original automation to place those values in the specific order needed within the same short text field in Project A to make sure I had format correct and this worked without an issue.

How can I get the Global rule with the 'Multiple Projects' Scope and both projects properly selected to execute the field update across projects?

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Matt Parks

It sounds like you need a second automation rule that triggers when any of the three custom numerical fields is updated. I think you would need to select the checkbox on this rule to allow it to trigger from other rules, since those fields are going to be updated from an Automation rule, not from the fields being updated as because someone updated them directly.

If that doesn't get you what you're looking for, please include screenshots of the automation rules.

J.R. Rasberry

@Matt Parks

:facepalm:

I forgot to select that box. I corrected that but now the automation only works partially. The short text field updates with part of the text and the correct formatting but does not carry over the values of the custom fields. Any thoughts as to why? Screenshot 2024-04-09 at 9.15.12 AM.png

The custom fields are present in project A and are not present in project B.

I kept the other rule for solely project A turned on to make sure the data lines up and it pulls the values successfully there but not in project B. Screenshot 2024-04-09 at 9.16.28 AM.png

J.R. Rasberry

@Matt Parks Any thoughts as to why the values of the fields aren't generating?

Matt Parks

I admit that I can't tell exactly what is going on with your automation rules, but this is my understanding of how you want everything to work:

1. One (or more) of three values in a Task in Project A is updated

2. Equivalent fields on the parent Epic (which is always in Project A?) are updated to include the totals of these fields across all children of the Epic

Step 2 occurs as part of an Automation rule which is triggered by Step 1 happening

What you want to see, which isn't happening yet, is for a separate text field in Project B to be updated when any of the three fields are updated on the Epic as part of the first Automation rule. The update will happen as part of a second Automation rule.

If that understanding is correct, what are you seeing in the Audit Log of the second Automation rule? Does it trigger when one of the epic fields is updated? Are there any error messages?

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