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edit field automatically

Merve Bilgin
Contributor
July 28, 2023

When a "Project & Software Development Request" type request is created, the "Company Name" field will be automatically set in the background, "X" if the person who opened the request is Test User 2, and "Y" if Test User 5 is.

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Rilwan Ahmed
Community Champion
July 28, 2023

Hi @Merve Bilgin ,

"Company Name" is a select list field or is it something else ? 

Merve Bilgin
Contributor
July 28, 2023

Hi, @Rilwan Ahmed 

Yes it is a select list field.

Like John Funk likes this
Rilwan Ahmed
Community Champion
July 28, 2023

Hi @Merve Bilgin ,

Go to your project settings --> Automation --> Click "Create Rule"

Select options as below 
Create a trigger == Issue Created --> Click Save

Add Component == IF: Add a condition -->select "User Condition"
   User: Reporter
    Criteria: Select the required user from list or type the name to get the list
Again Add component == Then: Add an Action --> Edit Issue --> Select "Company Name" in the fields list  and select the required values --> Click Save

Then again on the left side, click Add Component and repeat above steps (from first 'Add Component') for next user and values. 

Your rule should look like this
image.png

 

Don't forget to give a name to the rule and Turn it ON

Like Marc - Devoteam likes this
Merve Bilgin
Contributor
July 28, 2023

Thank you so much :)

Like Rilwan Ahmed likes this

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