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Automation: get smart value from custom field Checkboxes to create a Checklist

DST August 7, 2024

Hello everyone,

I have a custom field: checkboxes with 5 values (Test1, Test2, Test3. Test4, Test5).
I want to create an automation that creates a checklist based on the values filled in. This can be any number of values (Test 1, Test2, Test5,...). The filled in values should be transferred to a checklist.
I have managed to create the checklist, but unfortunately it seems to take the stored values and not the filled in ones (see screenshot below)
I mean that if test1 is not selected in the form, test1 is still displayed in the checklist
Screenshot 2024-08-07 124441.pngScreenshot 2024-08-07 124451.png

I guess there is something wrong with the smart value.
Can anyone help me to fix this?

Thanks in advance!

 

2 answers

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Adaeze_Jude_HEROCODERS
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August 7, 2024

Hello @DST

Welcome to Community!

I can see from the Screenshots that you are using our Checklist App.

We're happy to help you with this automation. Please reach out through our Portal, and we can discuss this on a call.

Cheers!

Adaeze.

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Marc - Devoteam
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August 7, 2024

Hi @DST 

I think you have not correctly formulated your checklist options in the edit action.

You are not using the created variables.

Could you try to set it to:

* [open] {{testone}}
* [open] {{testtwo}}

 

DST August 7, 2024

Hi @Marc - Devoteam 

thanks for your reply!
This was my fault, i did the screenshot with the wrong settings.
I already changed the settings to:

* [open] {{testone}}
* [open] {{testtwo}}

it creates the correct checklsite but only with the default values in the custom field and not with the filled in ones. So if test2 is not selected, it will still be created in the checklist.

Do you have any ideas for that?

Marc - Devoteam
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August 7, 2024

Hi @DST 

I don't think this is possible, but lets think a bit different.

If you would create an empty check list template and add that to each issue of the issue type in your rule.

Then advance branch the rule with a smart value {{issue.<checkboxes-field>.value}} and name give it a name

Then log this info to see if its the correct info.

Then on the edit action use * [open] {{variable-name}}

 

DST August 27, 2024

thanks for your suggestion, I will try to implement it like this

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