Write data from a Form to a Custom Field using Automation

Greg
Contributor
February 11, 2025

I am attempting to pull the data entered into a Form into a Custom Field using Automation to display in the Context field (Details) portion of the request Issue View.

  1. I have a Form placed within a Request Type on Service Desk A.
  2. The end-user fills in the form
  3. Automation is in place to create a new request within Service Desk B using a "issue transitioned" trigger
    1. Form data is successfully passed into the Description using {{forms.<UUID>}}:
      • {{forms.ad5aba05-9f96-4999-898e-ea6d8d1dcea6.last.nh_startDate.fullDate}}
    2. Form data does not get added to a custom field using the "Edit issue fields" automation command:

      • {{forms.ad5aba05-9f96-4999-898e-ea6d8d1dcea6.last.nh_startDate.jiraDate}}

The form data I wish to add to the custom field is is successfully populated into the Description field, just not the custom field, when using the exact same {{forms.<UUID>}}.

The automation log lists "Issues edited successfully" for the Edit Issue component that is configured to update the Custom Field.

While testing within a single Service Desk instance, and using the {{forms}} smart value with the "Form submitted" trigger the form value is successfully passed to the custom field:

{forms.last.nh_startDate.jiraDate}}

 I simply don't understand why I cannot pass the form data to the custom field in this instance, while there is no issue passing it to the Description.

1 answer

0 votes
Bob Dalm
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February 12, 2025

Hi Greg, what type of CF are you trying to add the data to? And what type of forms field is the source?

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