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Label a Work Item with condition using the value within the Customer or Organization custom fields

Rudy Setiawan August 13, 2025

Is there a way that we can automate whenever a new work item is created, it will check against a value in the custom field within the Organization, then label the work item. Thank you

 

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2 answers

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Pedro Olmo
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August 14, 2025

Hello @Rudy Setiawan ,

 

You can use this automation structure:


Captura de pantalla 2025-08-14 221851.png

If you have any questions about the automation, please let me know. The explanation is as follows: when a workitem is created and the organization is “AT Centro” (for example), you set the value “Yes” in Custom Field 1, also you can edit  labels fields.

 

Regards

0 votes
Rohit Utukuri August 13, 2025

Hi @Rudy Setiawan ,

Automation can look at the for a custom field value when a new work item is created and update the label.

You can use the "Work item created" trigger, to trigger the automation when a work item is created.

 

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