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Automation : If Status of UserStory or an Issue Transition to Done

Parveen Vats
Contributor
January 18, 2023

Hi !

 

If Status of UserStory or an Issue Transitioned to Done ...then Can It be automated where Assignee should be changed/flipped to the Initial/First/Original Assignee of the Ticket ?

 

Can this automation be done ? If yes, how ?

Request assistance.

 

Thanks

Parveen

1 answer

0 votes
John Funk
Community Champion
January 18, 2023

Hi Praveen - you won't be able to do that unless you capture who that is in a custom field first.

So create a custom single user picker field. Then create an automation rule that populates that field with the user in the assignee field the first time it is update/populated. 

Parveen Vats
Contributor
January 19, 2023

You mean first I need to create custom field. Then post automation only custom field would be populated with first(original) assignee name whenever assignee field would be updated for the first time 

 

Ok! I will try that.

 

Thanks

Parveen Vats
Contributor
January 19, 2023

Hi John!

 

I tried few things but it didn't work out. Can you help me with steps in automation ?

 

Thanks

John Funk
Community Champion
January 19, 2023

Sure - can you share the automation rule that you have so far and what didn't work?

Parveen Vats
Contributor
January 19, 2023

Hi John !

 

Screenshot_20230120_095326.pngScreenshot_20230120_095424.pngScreenshot_20230120_095443.png

Parveen Vats
Contributor
January 19, 2023

Scenario 1 :

 

When I create issue .... Assignee and Reporter will be Parveen

I have to assign the issue to the actual First Assignee (depending on the work type) -- Let say I assigned it to Person A who I want to be the First or say Original Owner of that particular issue.

He does his job. He assigned it to Person B for next job. Here, I want custom field "First Assignee" to be populated with Person A.  Now field should remain static irrespective of multiple changes in assignee field thereafter. 

Want to make it UserStory wise.

 

If you can help

Parveen Vats
Contributor
January 22, 2023

Hi John

pl assist

John Funk
Community Champion
January 23, 2023

Sorry Parveen - I forgot about this. For the First Assignee field you should click on the 3 dots to the right of the field and choose Copy from.  Then choose Current Issue and Assignee for the two values. It should look like this:

Screenshot.png

Also you don't need both of those steps to Assign issue AND Edit Issue for the Assignee field. You can do either one, but you don't need both. The First Assignee field needs to be an Edit Issue like what you have. 

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