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How to use custom fields when "editing work item" in automation

Jackie Bilog

Hello,

Before the recent update, I remember I could reference custom fields in the "edit field value" condition.

Now that we are using "edit work item" instead, I cannot reference custom fields by either selection or smart values. Can someone advise?

Accepted answers

John Funk

Hi Jackie,

There has been no change in that functionality despite the new name. Can you share some screen shots and describe what you are trying to do?

All comments

John Funk

Hi Jackie,

There has been no change in that functionality despite the new name. Can you share some screen shots and describe what you are trying to do?

Jackie Bilog

Thanks, John!

I'm trying to select the custom field "target start" so that the automation rule can update this field once "Target end" is updated.

In the attached screenshot, I am unable to search for the field in question. I vaguely recall being able to select a custom field using smart values, but that option does not appear to be available:

Screenshot 2025-05-08 at 9.57.31 AM.png

Thanks again!

Bill Sheboy

Hi @Jackie Bilog

Adding to the suggestions from @John Funk ...

The advanced planning / roadmap fields are not listed in the dropdown lists for many rule actions. Instead, they must be set using a JSON expression.

For example, in the Edit Work Item action select "More options", entering the JSON. This would set the value to the current date:

{
  "fields": {
    "customfield_12345": "{{now.jiraDate}}"
  }
}

You will need to identify the custom field ID for your specific fields. Please use this how-to article to do that: https://support.atlassian.com/cloud-automation/docs/find-the-smart-value-for-a-field/

Kind regards,
Bill

John Funk

Hey @Jackie Bilog - Any update?

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