Automation rule for Issue Category field

[Kelvin Tan]

I am trying to setup an automation rule based on the Issue Category field. 

When I used the "Issue fields condition", the Category field is not selectable as it says Field no found.

Can I use the Advanced compare condition? E.g. I want to check if Category field is equal to value "ABC". How should I do it?

[Joseph Chung Yin · Accepted solution]

@Kelvin Tan -

Thanks for your update.  As you already know that "Category" field you are referring is associated with Jira Work Management projects -

• https://support.atlassian.com/jira-work-management/docs/categorize-items-in-your-list-view/#Add-a-category

For this special field (in automation) usage, you cannot use it in "Issue fields condition" for condition testing.  However here is how you can used in the "Compare two value" condition -

1. To reference the field - syntax is {{issue.Category.value}} to obtain the value of the field.  (see my test example below)

I utilize the log action to test out my rule on the smartvalue usage always, it will ensure that I am getting the right field values from the smartvalue references. 

Here are a few links on how to debug your rules that I use all the time - 

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

Hope this helps

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Infrastructure Applications Team

Viasat Inc.

[alevy]

I was trying to create a similar automation as Kelvin Tan for a change of category. Using  {{issue.Category.value}} did not work for me. I found a workaround using {{fieldChange.toString}}. Worked exactly as needed.

[Joseph Chung Yin]

@Kelvin Tan -

Welcome to the community.  The out of the box "Category" field is related to project category and not for issues.  Are you referring to "Work Category" for Request Types?

Can you clarify your ask with more information?, so we can assist further.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Infrastructure Applications Team

Viasat Inc.

[Kelvin Tan]

I am referring to the Category field at the right hand side. This is not the Project Category field.

This Category field is used by the List.