Greetings - I'm new to automation and looking for any guidance here. We are using Forms feature on a Cloud Business Project. At the moment, it doesn't look like you are able to add the Parent field to a form. Bummer!
So my thought was to create a custom field (single select) that I could use within automation to set a Parent field, based off the selections in my custom field.
Custom field: single selection
- one of the options = New Year 2025
I understand how to add a condition to identify New Year 2025, however I'm stuck on how I can get this to add an action to set to a specific Parent.
Any suggestions welcome :)
Hi @Jaime Shomock -- Welcome to the Atlassian Community!
First thing, and just to confirm: you didn't call your new custom field "Parent" did you?
Back to your question...
You may directly enter a smart value when setting the built-in Parent field by typing it in. When the smart value appears below the field, select it for use in the edit.
Kind regards,
Bill
Thank you for the quick rely Bill!
Correct the custom field is "Marketing Projects"
I will attempt to set a smart value & follow up here (or mark resolve) :)
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