Automation to Search a filter in order to verify if custom field exist and then label.

[Tom Goode]

I have an existing filter that I add locations to based on a custom field called "store". When a ticket is created, and the "store" custom field is selected, I would like to have the automation check the filter to see if the "store" exists in it and then label the ticket. Can anyone assist?

[Tom Goode · Accepted solution]

Hi Mike, 

I appreciate your help and patience. I created a saved filter. I filtered on a specific number of "stores" and I want the automation to check the filter verify if the store exists in the filter. I know I can do this with a JQL statement alone in the automation, but it becomes more difficult when you have 500 plus stores to add manually to the JQL statement.

[Michel Neeser]

@Tom GoodeI hope I understand your requirement now. You can reference an existing saved filter in an automation rule by its ID or name, like in the following screenshot. This way, you can check if the created ticket matches your filter (and therefore if there has been a "store" selected which is mentioned in your saved filter). If the check succeeds, you can set the label on the ticket.

Additionally, please make sure that your saved filter is visible globally, otherwise the automation rule cannot access the filter.

[Tom Goode]

Thanks Micheal, 

When I create a ticket 

1. I want it to Just search through the filter to see if it any value exists in "store" for the tickets in the filter. 

2. if there is a value in it other than 0000 then label the ticket "In Filter"

I hope this helps. 

[Michel Neeser]

@Tom GoodeUnfortunately, I don't understand what you mean by "searching through the filter". Are you talking about an actual saved filter here? Can you share some screenshots to further explain your problem?

[Michel Neeser]

Hi @Tom Goode

What exactly do you mean by "checking if the store exists"? Just checking if any store is set, or should there be some advanced logic?