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Can I add a custom field for a person to then be used for Work Management email automation?

Melissa DeLong October 20, 2022

I've added a custom field in a Work Management project for "people" to be populated by the issue reporter.  The automation rule is send the email to that person when a date fields value has changed. 

The automation rule comes back with the custom field's "address field" is empty.  The person who was chosen is a jira user with a valid email address so what do I need to do to populate the email in the emails "To:" field with the associated email address for that person named in the custom field.  

2 answers

2 accepted

2 votes
Answer accepted
Joseph Chung Yin
Community Champion
October 20, 2022

@Melissa DeLong -

Welcome to the community.  Based on your reply to @Mikael Sandberg suggestion, are you stating that your "Presenter" field is populated by the reporter of the issue?

If so, the field itself (people picker) should be setup with a "pre-defined" list of users account (i.e. sourced from a group that you already defined in the system).  Since those valid users already have accounts in your env, then you can use the smart value syntax to obtain their email address.

https://support.atlassian.com/cloud-automation/docs/jira-smart-values-users/

Hope this helps.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Infrastructure Applications Team

Viasat Inc.

2 votes
Answer accepted
Mikael Sandberg
Community Champion
October 20, 2022

Hi @Melissa DeLong,

Welcome to Atlassian Community!

Why not use the reporter field instead of a new custom field? Anyways, in order for it to work you have to feed the email address of the user to the email action, so something like this will do it as long as the custom field is a user picker field:

{{issue.People.emailAddress}} 

Melissa DeLong October 20, 2022

I tried using the people picker custom field name "presenter" and added the "Presenter" field to the email action in the "To" selection list of people to send the email to.  

Was there somewhere that I can add this line {{issue.Presenter.emailAddress}} so it populates with the presenter's email address?  I won't allow that to be added to the "To" field as that only allows for a drop down of the possible people you can choose for sending the email to.  

Mikael Sandberg
Community Champion
October 20, 2022

If you look at the To field, it states that you should enter the email address, a group or the smart value. Please note that after you entered the smart value you have to click on the gray bar underneath that says Smart value ... in order for it to work.

Screen Shot 2022-10-20 at 2.59.12 PM.png

Melissa DeLong October 26, 2022

These responses were helpful, but it appears that this custom field is only valid for a company based project and not a team based project since the field has to have a pre-defined list in the name picker field.  That is only possible in a company managed project at this time.  Please let me know if my understanding is correct.  Thanks.

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