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×Hi community,
I'm trying to set up an Automation for an issue to be reassigned when it transitions from Stage A to Stage B. It should be reassigned to the user who is in a custom "People" field that I created called "Customer Requester".
I tried to implement this Action with the "Assign issue" action type "Smart value" and then trying to reference that field by {{Customer Requester}}, however the rule fails when I test it.
Thanks in advance for your help!
Hello @Anna Linnebacher
Welcome to the Atlassian community!
In what way exactly does the rule fail? Is the rule getting triggered at all? What is shown in the Audit Log for the rule execution?
Within a rule to reference a field in the issue using a smart value you need to tell the process which issue to get the field from. So your smart value needs to include the issue. prefix; i.e.
{{issue.Customer Requester}}
Hi @Trudy Claspill
Thanks for reaching out.
I'm attaching a screenshot of the error message. Please note that I used my own user and I am an admin, so I do not quite understand why I would not have sufficient permissions.
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Hello Anna,
Is this the error message you get after changing the smart value to {{issue.<your custom field name>}} ?
If you have not made that change, please make that change and try again.
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Hi Trudy, I've added the issue. in front of the smart value but still the same error.
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Is this a Team Managed project or a Company Managed project? That information is shown at the bottom of the navigation panel on the left.
Is this a Software, Service, or Business/Work Management project? If it is one of the first two, you will see that called out at the top of the navigation panel on the left, just below the project name.
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Try this smart smart value
{{issue.<your custom field name>.accountId}}
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Hi Trudy, actually the rule is successful now, but instead of assigning it to the user in the custom field it just unassigns the issue.
There is a user (my user) in the custom field).
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Can you set the Assignee field to that user through the UI?
Did you make sure you have the case correct in the smart value? It is "accountId" with a capital "i".
Can you add prior to the Assign Issue step a Log action to log to the Rule's Audit Log the value you are trying to add to the Assignee field? You should get a hexidecimal value that is the Atlassian account ID for the specified user.
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Oh dear I'm sorry, I copied the accountId from my company's JIRA Account. I put the word accountId in now and it's working.
Thanks so much for your help Trudy, really appreciated.
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