How to use CRM field in automation?

[Anna Grace]

Hi all,

We have CRM field Company and we want to use its value as a condition in jira task automation. We need to automaticaly edit tasks in depending of the company chosen. But we are not able to select this field  - it's not in the list of fields. 

Can you suggest me how to solve this?

kind regards,

Anna

[Alex Koxaras _Relational_ · Accepted solution]

Ηι @Anna Grace and welcome to the community,

Which post function do you use? Do you have any 3rd party app like JMWE? This field you are talking about is it a custom field which you created? What type?

[Anna Grace]

Hi Alex,

I don't know what is post function.

 

I hope it helps

Kind regards,

Anna

[Alex Koxaras _Relational_]

@Anna Grace instead of using the issue fields condition, use the advanced compare condition and type something like:

In the second value, place a value which the company field might have.

Test your rule that it's working properly and you could also add a log with the value {{issue.fields.Company}} to see what value it is returning.

[Alex Koxaras _Relational_]

@Anna Grace please reply within my answer if that's ok with you, in order to avoid any confusion. Can you please see if that custom field exists on your instance? In addition, which app do you use?

[Anna Grace]

unfortunately it doesn't work.

I tested  the advanced compare condition for CRM created field {{issue.fields.Company}}  - failed and for Jira field (s)  - success

the field Company exists and we regulary use it. It's the key field for us.

I use Jira Cloud (if you asked about it)

[Alex Koxaras _Relational_]

@Anna Grace I meant that I would like you to check on custom fields and see if you can find it there. If you can, click on the ellipsis menu and then see its id on the address bar of your browser (usually bottom left corner when hovering over a link):

And again I have to ask you: which app do you use for CRM?

[Katarzyna Pawlak _Appsvio_]

Hi @Anna Grace ,

As I see on the screen, the app provides this custom field. It can cause a problem. What app do you use? You should contact the vendor.

[Alex Koxaras _Relational_]

@Katarzyna Pawlak _Appsvio_ it's not necessary to contact the vendor. Not yet at least. It's not clear if this custom field can be found in this jira instance (which most likely can). And during the automation we will use this ID instead of the name. Who knows? They might have more CFs with the same name.

@Anna Grace kindly provide the audit log and the rule as well.

[Anna Grace]

Hi Alex,

CRM app - CRM for Jira Cloud

 

We have  this Custom Field in Jira. It's locked.  Popup window: "This confiruration item is locked by Jira or one of its plugins. You are not allowed to alter its configuration"

There's only one field with this name  (Company)

customfieldId=11447 

Kind regards,

 Anna

[Alex Koxaras _Relational_]

@Anna Grace in your compare component, the equation is not right. You should type

{{issue.fields.customfield_11447}}

Try the above and let me know.

[Alex Koxaras _Relational_]

@Anna Grace , to reply to your answer:

Thank you very much, Alex! It works!!

Usually we fill in this field manually from the dropdown but we really want to automate it.

And is it possible to make a rule that fills it in depending on curtain condition?

If that's ok with, try to reply to this thread, in order to keep it as clean as possible for other users in this community. In order to automate it, you have to use the if/then component (ignore the trigger I've chosen):

[Anna Grace]

Sorry, I didn't catch your idea on the screenshots. Perhaps my explanation were not clear. I've created another question :

https://community.atlassian.com/t5/Jira-Software-questions/I-want-automatically-fill-in-CRM-created-field-in-Jira-task/qaq-p/2354324#M265551

[Alex Koxaras _Relational_]

@Anna Grace ok, I'll take a look at your other question. In the meantime, kindly mark my answer as accepted, in order to help other in the community with the same question as yours.

[Anna Grace]

Thank you very much, Alex! It works!!

Usually we fill in this field manually from the dropdown but we really want to automate it.

And is it possible to make a rule that fills it in depending on curtain condition?

[Anna Grace]

Ok, within 2 days we'll send this. It's not urgent. 

thank you

[Anna Grace]

thank you, Alex

I've tried for this field, but it doesn't work.

 It works for Jira fields (I've checked) but not for this.