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Automation - update description with a custom value



I'm trying to see if there is a way to automate the update of the description with help of a custom field we have. We have a field that we type in the Change Request designation so when that field is populated (should only be done once). 

the new description should be something like:

custom field - {old value retained}


anyone get any ideas? 

1 answer

1 accepted

3 votes
Answer accepted

Hi @fredrik.froojd and welcome to Community!

Would the following automation rule meet your needs?

Capture d’écran 2021-03-17 à 08.56.27.png

Hope this helps,

- Manon

I used the "Change type" custom field as an example, but you could of course replace it with the custom field you need :)

That one worked like a charm! Thank you! =) 

Like Manon Soubies-Camy likes this

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