Automate collecting one custom field from one issue and auto copying it to another issue.

Legacy Link Insurance
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April 16, 2024

I am going to try to give as much information as possible and hopefully someone has an answer and can help me out. So here is the ouline:

     We have a few different projects that each have their own type of issue. We have a generic one Called INFO, and then we have others that are the type of policies we help customers with for example CAR for Car insurance, HOME, for home, etc. These tickets represent the policies  we have sold to the customer ( the info ticket ). Each one of these policies is auto attached to the others. So you can click on one info ticket( customer profile ) and see the policies we have sold to that customer ex: Car, Home, Life, etc.
    Each policy type ticket has a custom field, a numeric one, that totals the policies commission. So the total value of that policy. I am trying to run automation that will take the total value of a policy, so a home or car policy, and auto copy that to the customer info ticket so we can have a quick glance ad the life time value of that customer.
     I have automation that runs currently and that i am working on. I have triggered it with a manual trigger to test the Smart value field, which i set to the total commission for each policy, so I know the smart value is working. I then Have an if condition that looks for linked issues on that ticket. Now to the problem:

     I can copy the total commission field, but am failing in the logic to tell the automation to send that smart value i have saved, to only the INFO ticket that it is linked to. I can copy it, i can see it in the log, I can try to  update the current Home or Car issue, but i cant find the logic or steps to tell it to save that smart value from a CAR issue and copy it to the INFO issue.

here is a screen shot of the automation and as far as i have gotten. Any and all suggestions  I appreciate very much!

Screenshot 2024-04-16 at 3.03.14 PM.png

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Stevan Mandić
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June 5, 2024

@Legacy Link Insurance  if you want to perform action on the linked issue, you need to use branching - relating issues.

  • So, instead of:  If-linked issue present, you should use Branch- linked issue and then the edit field action will be performed under Linked issue.

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