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How do I update the assignee of a ticket to a value I put in a lookup table?

I have an automation rule that I want to update the assignee of a ticket to update based on what another custom field is upon ticket creation.

Basically, I want to:

When issue created, create lookup table, key is value in custom field and value is assignee, edit assignee to value based on ticket's custom field value. 

1 answer

0 votes
Stephen Wright _Elabor8_
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
Oct 15, 2023

Hi @Makai Baker 

It depends on your custom field type - the rule below works with a select list.

 


Prerequisites 

  • Get each potential Assignee's User ID
  • Get the custom field's ID

Rule

  • Trigger: Issue Created
  • Action: Create Lookup Table
    • Table Name = AssigneeTable
    • Table Entries
      • Row 1
        • Key = Field Value 1
        • Value = User ID 1
      • Row 2
        • Key = Field Value 2
        • Value = User ID 2
  • Action: Edit Issue
    • Field = Assignee
      • Value = {{AssigneeTable.get(issue.customfield_10123)}}

 


A few notes...

  • The Key in the Lookup Table should be each of the field values from the custom field used to set the Assignee
  • The smart value in the Edit Issue Action will lookup the key to set the Assignee - set the custom field ID to the field used for the Lookup Table Keys

Let us know if this works!

Ste

My custom field is a dropdown selection. 

This is unfortunately not working for me and I'm unsure why.

The ticket that I'm manually triggering the rule from has "System Serial #" as "V113"

Screenshot 2023-10-23 154544.pngScreenshot 2023-10-23 154611.png

Stephen Wright _Elabor8_
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
Nov 19, 2023

Hi @Makai Baker 

It should work with a Select List.

Just to be clear, the Table Entries will be each of the options in the select list, mapped to User IDs.

Ste

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