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Update Custom Field on Issue Creation

Roger Hall February 23, 2024

When an issue is created, we want to take the summary of the issue and place that into a custom field called Global Summary. We will then use that field in a custom notification sent to the user. 

 

We created an automation, but it is not putting the summary into the custom field. Need some help with this. 

This is being done in a Sandbox FYI

When: Issue created

Then: Re-fetch issue data

And: Re-fetch issue data

And: Re-fetch issue data

And: Edit issue fields (global summary)

 

The automation rule should run fine, but it is not running at all. 

1 answer

0 votes
Jack Brickey
Community Leader
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February 23, 2024

Hi @Roger Hall ,

it would be best if you could provide a screenshot of your automation rule as well as the audit log when the issue triggers assuming it does in fact trigger. With that said, do you want to make sure that you use the following to update your custom field.

action: edit issue, and select your custom field to edit

use the following as the value to set the field to...

{{issue.summary}}

now with that said I'm not exactly sure why are you need a custom field just so you can copy the summary into it. If your automation rule sends out an email, then you could simply add that same smart value are presented above into the body of the email.

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