Can i set a field with value from custom field in automation rule?

Dafi Berliner October 2, 2023

i'm trying to set automation rule that will be  created a sub-task when its parent has a  status transition.

the parent-org has custom field

i would like that the assignee field in the sub-task created by the automation rule will be populated by the value from the custom field

Can someone please advise how do i need to apply this in the automation rule setup?

Thanks in advanced

 

 

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Tim Kopperud
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October 3, 2023

Hi @Dafi Berliner

Try something like this.

It assumes that the customfield is a user picker. Remember to set correct customfield_xxxx (replacing 10200 in my example). 

custom.png

TimK.

Dafi Berliner October 3, 2023

thank you very much for the explanation!

that worked for me!!

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