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Automation rule: How to check if previous assignee is in specific group

Gal Fatal
Community Champion
July 7, 2025

Hi,

I try to build automation rule that tigered by assignee change,

I want to add a condition that checks if the former assignee belongs to a specific group.

I tried to use smart value  fieldChange.from to get the previous assignee id but now I want to check if this id is in specific group, cannot find easy way to do it 

Any idea ? thanks , Gal.

2 answers

1 vote
pawarsachin84
Community Champion
July 7, 2025

Hello @Gal Fatal ,

You can try to check below if this helps.

 

  • Add a custom user picker field (e.g., Previous Assignee)

  • On assignee change:

    • Set this field to {{changelog.assignee.from}}

  • Use the User is in group condition on that field (this is allowed)

  • Then proceed with your actions

Steps

1. Pre-requisite: Add Custom Field

  • Create a User Picker (single user) field named Previous Assignee

  • Add it to your issue screens

2. Automation Rule Setup

 


Trigger: Field Value Changed
Field to monitor: Assignee

Action: Edit Issue → Set “Previous Assignee”
Choose field: Previous Assignee

Set value using smart value:

{{changelog.assignee.from}}


Condition: User Condition
User field: Previous Assignee

Condition: “is in group”

Group name: Your desired group (e.g., engineering-team)

Action 2: [Your desired action, e.g., send message]

 

Bill Sheboy
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July 7, 2025

Hi @pawarsachin84 

What is the source of your information? 

There is no "branch: lookup user" and the User Condition cannot access a smart value, such as from the changelog.

Kind regards,
Bill

pawarsachin84
Community Champion
July 7, 2025

Hello @Bill Sheboy ,

Thank you for correcting me. 

You're correct — there's no Branch: Lookup user or ability to check group membership directly on the changelog.assignee.from value.
However, in this case Gal Fatal can:

  1. Create a User Picker custom field (e.g., "Previous Assignee")

  2. Use changelog.assignee.from to populate it upon assignment change

  3. Add a User condition to check if that field’s user is in your target group

  4. add the necessary action to take on. 
Bill Sheboy
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July 7, 2025

Yes, that is what I suggested, and...it requires adding a Re-fetch Work Item Data after the edit so the condition gets the updated information.

0 votes
Bill Sheboy
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July 7, 2025

Hi @Gal Fatal 

There are currently only two ways to do what you ask:

  • User Condition and a Custom Field
    • with the changelog entry, save the previous value in a single-select, user custom field
    • use a Re-fetch the Work Item Data action to reload the update
    • use a User Condition to test the custom field value is in your group
  • REST API
    • with the Send Web Request action, call the REST API endpoint to get the groups for the user, based upon the changelog
    • use smart values and conditional logic to test for your group

Kind regards,
Bill

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