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Automation rule for setting cascade field values with a .CSV

Heydi Menéndez
Contributor
June 24, 2024

 

2.15.1.0

Hello !!

I´m trying to generate an automation rule that sets a personalized cascade field (two values ) when another personalized field is edited but using a .csv . I´d been trying different ways with no success. 

This is the example I´m trying to solve.

When "field1" is edited in the issue

search in the .csv the value selected for Field 1

then edit cascade field "parent name/ child name" with the registers of the row that corresponds to Field1 value.

 

Example of the automation :

If Field 1 is set with value 2 , then set parentname with parentvalue2 and childname with shildvalue2, sort of that

 

Example of the csv:

Field 1    Parent name    Child name

value1   parentvalue1    childvalue1

value2   parentvalue2    childvalue2

 

Sorry my english...I´ll appreciate your help!!!

Regards!

 

1 answer

0 votes
Tim Kopperud
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
July 11, 2024

@Heydi Menéndez, can you give some information where the rule fails? Are you able to import the CSV and read it within the automation? An image of yor failed rule might help. 

It would be helpfull to know which part to focus on trying to help you solve this.

TimK

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