Automation rule to assign Assignee based on field Category

[Polina Pylara]

Hi

I am looking to write automation rules to automate the correct Assignee based on the field Category. 

Example Category would be A or B and the rule should be 

If Category = A Assign to George

If Category = B Assign to Helen

When I get to the "Issues fields Condition" and choose Category the drop down does not show the Categories I have set up in my board

Below are the Categories set on the Jira Board

Below is what comes up in the automation rules, which is not what I use as Category in my Jira tickets and I do not see an option to add text manually

Screenshots are from Project Jira Board

[Michel Neeser]

Hi @Polina Pylara and welcome!

As far as I know, the "Category" field available on the list view in business projects can't be used in an automation rule (yet). The values you see in your second screenshot are probably from a different "Category" custom field, which may have been added by a Jira administrator.

Hope this helps!

[Bill Sheboy]

Hi @Polina Pylara -- Welcome to the Atlassian Community!

Yes, and...to Michel's answer:

For Jira Work Management projects, the Category field is not listed in automation dropdown fields yet: https://jira.atlassian.com/browse/AUTO-803

As a workaround, you may use a smart value condition and the custom field id for it.  For example, with a made-up custom field id:

• smart value condition:
  • first value: {{issue.customfield_12345.value}}
  • condition: equals
  • second value: PARTNER

To find the correct custom field id in your Jira project, please use this how-to article: https://support.atlassian.com/cloud-automation/docs/find-the-smart-value-for-a-field/

Please note that comparison is case-sensitive, so confirm your values match your defined values in case.

As another idea for your scenario, you could use a Lookup Table to map the Category values to the assignee account id values, eliminating the need for a long list of if / else conditions.  That would make the assignment look like this, assuming the table was named varCategoryToAssignee:

{{varCategoryToAssignee.get(issue.customfield_12345.value)}}

Kind regards,
Bill

[Polina Pylara]

Hi,

Thank you, in regards to the table name, since it does not accepts non alphabetic characters how would that work?

Key I have inputted the value Category (11018) would have "INTERNATIONAL"

Value is the AssigneeID

[Michel Neeser]

@Polina Pylara The "Lookup table variable name" is just the name of the variable you're using later when looking up the table. So, your action should look like this:

And then you can use the expression @Bill Sheboy mentioned to set the assignee: