How to use the value from the Cascading field to trigger a action in a automation Rule?

[Hemanshu Shah]

I want to create a automation rule that should  assign an issue to a particular user based on the value from the child cascading field.

e.g 

Name of the Cascading List: Affected Service

Parent Values are: LIST 1 and LIST2 
Child values for LIST 1 : A,B,C 
Child values for LIST 2: E,F,G

IF LIST1 is selected and either A or B is selected for Child Value , then issue should be assigned to Reporter 1. IF C is selected then issue should be assigned to Reporter.


I am not able to find the created cascading field in the "Field" in "Field issue Condition" block used in automation rule.

[John Funk · Accepted solution]

Hi Hemanshu, 

What kind of project is this? Team-managed? Company-managed? 

[Hemanshu Shah]

Hi John,
It's a Company-managed Project.

[John Funk]

The custom field should show up then. What actually triggers the the automation rule? When the issue is created? When the field is updated? 

And you are trying to add a condition and the field doesn't show up? Have you tried doing an advanced condition? Use the smart value for the field: {{issue.Custom Field.value}} of {{issue.Custom Field.child.value}} where Custom Field is the EXACT name of your custom field. 

[Hemanshu Shah]

1. When the Issue is created. This triggers the automation rule
2. Exactly, I am trying to add a condition and the field doesn't show up in the dropdown.
3. I tried reading how an advanced condition should be used but the I am finding it difficult to understand instructions in the article. Also I am finding it difficult to understand how to use a smart value.

[John Funk]

Choose the Advanced Compare Condition instead of the Issue Fields Condition. 

[Hemanshu Shah]

Thanks a lot John. It works.

How do I enter multiple values in Advance Compare condition? i.e A, B 

Do I need to add a Advance compare condition for each value?

[Hemanshu Shah]

@John Funk I figured it out. Just changed the condition to "Contains Regular Expression" and used A|B in the Regular expression field

[John Funk]

Great! Glad you got it working.

[Hemanshu Shah]

Hi @John Funk ,
I tried to extend the automation flow by adding another Advance Compare condition in series to create a AND condition between the Parent value and the Child value. However, the Automation flow is not working.

I checked the Audit logs. There is no error. However, it shows the Automation ran successfully and No action was performed.

[John Funk]

Can you share the audit log? Because that will tell us if the Conditions actually passed or not.

[Hemanshu Shah]

Sure. Here you go....

[John Funk]

Can you do the Show more to show the details of the instance where you ran it and it did not work for you? I see no actions performed on several of the latest ones which tells me one or more of the conditions were not met. 

[Hemanshu Shah]

Sure.

[John Funk]

Okay, that's your problem then - it is not passing the first condition. You either have a syntax problem or there are no values that match. 

Can you share the details of the advanced condition? 

[Hemanshu Shah]

Sure. Here are the screenshots for Parent values and Child values (For Parent Value = LIST 1)

Further, you can also find the screenshots for the Advance compare condition for Parent and child value

[John Funk]

Try using equals or contains instead of "contains regular expression".

Then run again and post what the result is in the audit log.

[Hemanshu Shah]

I tries using "equals" or "contains". Still the same result. Here are the Audit logs 

[John Funk]

Hmmm, try just the one I posted further up for the Child value and see what it gives you. (You can just move the parent one below the child condition for now if you like - no need to delete it - just curious if that one passes). 

[John Funk]

Also, try taking the word parent out of the first condition (but leave child in the second one).

[Hemanshu Shah]

Hi John,
Thanks. I tried some combinations from your suggestion. This worked for me.

Rearranging Child above parent and using "contains regular expression" in both parent and child conditions.

A big thanks!!

[John Funk]

Great! Glad it is working. But I think the key is that you took out the word parent from the one. I would still move that one above the child one - it should still work that way.