Question regarding a manual trigger rule

[Vishnu]

Hi everyone,

I've created a manually triggered rule, however, it is not working as expected

The rule is to check for the same quote # and link if there is a matching quote #. When I run this rule manually, it is not giving the desired result. There is a matching quote # in the procurement test project, but the lookup returns empty. Please help

Thanks

[Luis Machado · Accepted solution]

Hi @Vishnu 

I recreated your rule in my test instance and it worked for me using '1234' as the custom field value, here are a couple of things I would try to narrow down the issue:

First, what I typically do when I'm not getting expected results from rules is start adding log actions to the rule. The log action outputs a value to the audit log for the rule so you can see what if any variables are stored in the smart values. In your case, I would add an action to log the value of {{triggerIssue.Quote #}} and {{lookupIssues}}.

Second, I would run the JQL using the value from {{triggerIssue.Quote  #}} to see if you get any results that way. If I had to guess at what the issue is, I'd guess it has something to do with the actual custom field value. Adding log actions to your rule will help you determine that.

[Vishnu]

Hello @Luis Machado 

Thanks for your quick reply.

Sorry, I'm not able to follow the steps you've mentioned. If possible can you share the screenshots of the rule, it would help me a lot. Thanks again

[Luis Machado]

Certainly. So the action you would add is the 'Log action' action.

Then you type out a message to include in the log and specify the smart value, I usually do something like <Name of the Smart Value>: {{SmartValue}}

You'll want to add this action to your rule after the variable has been stored in the smart value. I typically do it before the smart value is used so it's in line with what I'm looking for:

After you run the rule navigate back to the rule edit page and click on the Audit log -> "Show More" and then look for the 'Log action' lines that you previously configured.

[Vishnu]

@Luis Machado - Thank you for your help