Create an automation that assigns an issue to a name field in the in the request type.

Vanessa Scherstrom
Contributor
July 30, 2024

We created a portal in service management for tracking employee leave where they enter in their, name, start/end dates and a drop down menu for the name of their manager.  I tried to build an automation where if the Assignee field (in details) was empty for the "request for leave" issues type that it would assign the task the name entered in the "Employee's manger" field.  I do not see how to do that in the automation. PTO portal.pngPTO Assignee details.png

2 answers

3 votes
Mikael Sandberg
Community Leader
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July 30, 2024

Assuming that the Employee's manager field is a user picker field, the all you would have to do in the automation to set the assignee would be to use the smart value for the manager field like this:

{{issue.Employee's manager}}

Or you can use the custom field Id like this:

{{issue.customfield_XXXXX}}

Vanessa Scherstrom
Contributor
July 31, 2024

When I tried the smart value field it is still giving me errors and not making the assignee the person selected in the from the user picker field.  I used the HR Service management template in service management. I don't know what I am doing wrong. I am guessing my automation logic is wrong. 

Vanessa Scherstrom
Contributor
July 31, 2024

automation logic.pngPTO Manager Field.png

Mikael Sandberg
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
July 31, 2024

What is the value returned for the Managers field? If you add a log action in your automation and set it to {{issue.Manager}} you can verify that it returns the Atlassian Id or not.

1 vote
Adolfo Casari
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July 30, 2024

@Vanessa ScherstromWhat sort of customfield is Employees manager? I assume is a User Picker.

In that case in your rule you would edit the Assignee field and use the smartvalue for the above customfield.

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