How do I find custom field value for creating an automation rule

Question

I created two custom fields (Sales Contact Name and Customer Name) in my project and want to include these values in an automation rule to send weekly email updates to JIRA and non-JIRA users on status of work items. However, when I go to view available smart values to include in my Content section, the custom fields do not appear. Anyone have any ideas? Here's the custom content I am including:

{{#lookupIssues}}
[{{key}}: {{summary}}]({{url}})
Task Status: {{status.name}}
Due Date: {{duedate}}
Sales Contact Name: {{customfield.salesContactName}}
Customer Name: {{customfield.customerName}}
{{#comments}}
{{#if(created.isAfter(now.minusDays(7)))}}
* Comment: "{{body}}"
{{/}}
{{/comments}}

Oleksii Melnyk _MOY Apps_ · Answer

Hi @Courtney Schulz , you can find "{ }" button near fields in Actions. Then you can click on Customf fields tab

Bill Sheboy · Answer

Hi @Courtney Schulz -- Welcome to the Atlassian Community!

Please use this how-to article to find the supported smart values (or custom field IDs) for your work items:

https://support.atlassian.com/cloud-automation/docs/find-the-smart-value-for-a-field/

The basic steps are to find an example work item with your fields, and then use a browser tab to call the REST API for it, finally searching on the page for the values.

Kind regards,
Bill