need help for Automation rule

Vidhi Parmar
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March 4, 2025

In one of the projects, we need to set up automation rule which is 

 

"Whenever we assign someone on the ticket, the developer field should be updated automatically, and vice-versa"

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Pasam Venkateshwarrao
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March 4, 2025

Hi @Vidhi Parmar 

 

You can use postfunction Copy Value From Other Field and Assign to Current User for this purpose. I would create field Developer (it can be read only field on screen or hidden at all), it will only save Developer user. And configuration of workflow can be

  • transition to In Testing status, and use postfunctions
    • Copy value from Assignee to Developer field
    • Assigne to Current User
  • transition to To Integrate status
    • Copy value from Developer to Assignee field

Let me know, if anything is not clear enough.

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Vishal Biyani
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March 4, 2025

@Vidhi Parmar 

Have you tried to write some automation on your own? 

When you say when assignee is updated, developer field (custom field) should be updated.

This can be handled via an automation, 

 

Vidhi Parmar
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March 4, 2025

Yes, have tried several rules but none worked. 
Yes, need help with automation rule only. 

 

Vishal Biyani
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March 4, 2025

Assuming your developer field is a multi user select field

For assignee to developer field, you can do

Trigger

When Field value changes for Assignee

Then use advanced json edit to update developer field.

Note: in the below SS I have development manager. You need to use the field that you have.

snip.png

Once this works, the reverse you should be able to write on your own

 

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