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Automation rule - link to a particular epic depending on the changed value of a field

Sachin Manjaiah February 11, 2022

Hello,

 

I'm looking to build a global automation rule that needs to work something like this.

When a field, let's say 'Client' (which is a drop down field and not free-text) on the issueType 'Candidate', is updated to a particular value, say Client-1, we need the automation rule to update the Epic link on that candidate issue to a particular epic that we can define, say Epic-5. We don't need any further action.

Tried finding a trigger condition to put this in place but couldn't quite match the conditions as 'issue updated' condition only checks if a given field was updated but doesn't let me check if the said field was updated to a particular value.

 

Any help is much appreciated!

3 answers

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2 votes
Answer accepted
Bill Sheboy
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February 11, 2022

Hi @Sachin Manjaiah 

Would you please post images of your rule and the audit log details?  That may provide context for what is happening.  Thanks!

Until then, I suspect that the condition in your rule is testing against the field alone...which would return the ID for the selected value.  But the dropdown field's value has both an ID and a value component.  Perhaps try comparing to this, changing to your field's name:

{{issue.myCustomFieldName.value}}

Kind regards,
Bill

Sachin Manjaiah February 11, 2022

Thank you Bill. You're amazing. I tried it out and was able to get to the bottom of it. Your help is much appreciated!

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Stefan Salzl
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February 11, 2022

Hi @Sachin Manjaiah ,
could you show a screenshot of your issue? Are those fields 'custom fields' ?

 

I created a rule to kinda reproduce your requirement with the priority field:

given: issue value changes in field 'priority'
when: new value is 'highest'
then: edit issue --> set Epic Link to <anyEpic> (eg. JT-58 in my case)

 

image.pngimage.png

0 votes
Sachin Manjaiah February 11, 2022

Just to provide more details and context, I have tried something like so:


When: Value changes for: field

New Condition: Field equals 'selected value from dropdown list'

New Action: Then : Edit Issue Fields: Epic Link.

 

This doesn't seem to work

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