Jira Automation / Then Action / Custom Fields

ToM_c3u52r

I have an issue with my project automation.

For ressource planning and due to controlling options, I created a project, where I add a ticket / customer and kind (e. g. Customer A => Retainer Customer ==> Ticket Type Support Customer / Customer B => Project Customer ==> Ticket Type Project Customer / Customer C is Retainer & Project Customer split into two ticket C Support - Support Customer && C Project Project Customer.

Within the tickets I work with custom fields, which are important for the Support Customer (and as well other retainer customers). This are the custom fields:
- Is Retainer customer | Yes/No
- Retainer booked (number field for hours booked / month)
- Retainer left (number field > hours booked/month - hours worked)
- Has one-time credit => Yes / No
- One-Time credit booked => Number field for (support) hours purchased
- One-Time credit left => (One-Time credit booked - hours worked)

I hope this is written in a way that is understandable.

So what I now plan to do is, to have a rule for each month where I like to reset the retainer left hours and set it back to the value of retainer booked.

For this I created an automation
Trigger: "When: schedueled First day of the month at 12:00am"
If "Is Retainer customer" == yes
"Then": Send email:
To: Group Account Management && Assignee
Subject: Retainer used last month - {{issue.key}} -- {{issue.summary}} 
Text: Within last month XX.XX support hours were used, monthly retainer contingent now reset to YY.YY hours.

And here I struggle, as within the "Then" option, I don't have a chance to use the custom fields.
If I open the "Smart Values" menue and click on "Custom fields" I got this message:

No custom fields found
To load custom fields, add components that output ISSUE before the current component.

And I don't get that point. I seek for a solution with google, in this commuity chat and als tried ChatGPT, but without any useful idea.

What is my mistake, what am I missing here?

I am looking forward to your comments and help, thank you in advance

Bill Sheboy

Hi @ToM 

For a question like this, context is important for the community to help.  Please post the following:

• what type of project is this (e.g., company-managed, team-managed, etc.), 
• 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.

Until we see those...

I hypothesize your Scheduled Trigger does not have any JQL, and so the rule has no issues available yet for the conditions and actions to use.

If each "customer" for whom you want to process only has one issue, adding JQL to the trigger will help.  I recommend writing / testing the JQL standalone outside the rule with Filters > View All Issues.

Kind regards,
Bill