Can I create an automation rule using Project Category?

[Shan (SHPK)]

Is there a way I can create automation rule using the value in Project category?  

While creating a Project there is no way to select the Project Category. (Is there a way we can select Project Category while creating a Project?)

Scenario:

So after a project is created, if I go and update the Project Category for the Project and Save.  Based on the category selected/saved, can I run an automation rule?  If yes, can you please help me how to do this?

Thank you

[Bill Sheboy · Accepted solution]

Hi @Shan (SHPK) 

Adding onto Jack's answer:

• No, you cannot trigger an automation rule based on a change to a project field; only create project triggers (I believe...)
• And, project category is accessible in a rule as {{project.projectCategory}} for all the object or just the fields you want, such as {{project.projectCategory.id}} or {{project.projectCategory.name}}  So if your rule is triggered in another manner it could use the category information.

Kind regards,
Bill

[Shan (SHPK)]

Thank you @Bill Sheboy  for sharing the details.

[Alis-Hathway Ward (DO NOT USE)]

It seems {{project.projectCategory.name}} is not working when the automation rule is triggered on create issue. Any tips?

[Bill Sheboy]

Hi @Alis-Hathway Ward (DO NOT USE) 

You could try to access the field from the issue to see if it is available:

{{issue.project.projectCategory.name}}

If it is not available, you could instead call the REST API to get the project information.

Kind regards,
Bill

[Jack Brickey]

This is not possible. Automation works on issues not projects.

[Shan (SHPK)]

Thank you @Jack Brickey