How to use custom fields when "editing work item" in automation

[Jackie Bilog]

Hello,

Before the recent update, I remember I could reference custom fields in the "edit field value" condition.

Now that we are using "edit work item" instead, I cannot reference custom fields by either selection or smart values. Can someone advise?

[John Funk · Accepted solution]

Hi Jackie,

There has been no change in that functionality despite the new name. Can you share some screen shots and describe what you are trying to do? 

[Jackie Bilog]

Thanks, John!

I'm trying to select the custom field "target start" so that the automation rule can update this field once "Target end" is updated.

In the attached screenshot, I am unable to search for the field in question. I vaguely recall being able to select a custom field using smart values, but that option does not appear to be available:

Thanks again!

[Bill Sheboy]

Hi @Jackie Bilog 

Adding to the suggestions from @John Funk ...

The advanced planning / roadmap fields are not listed in the dropdown lists for many rule actions.  Instead, they must be set using a JSON expression.

For example, in the Edit Work Item action select "More options", entering the JSON.  This would set the value to the current date:

{
  "fields": {
    "customfield_12345": "{{now.jiraDate}}"
  }
}

You will need to identify the custom field ID for your specific fields.  Please use this how-to article to do that: https://support.atlassian.com/cloud-automation/docs/find-the-smart-value-for-a-field/

Kind regards,
Bill

[John Funk]

Hey @Jackie Bilog  - Any update?

[Jackie Bilog]

Thanks, John! Apologies for the delayed response.

The JSON works beautifully!

[John Funk]

Great to hear! And you are welcome.