Trying to create an automation based on a custom field added to an issue

[Amy Kehring]

Hi,

I'm super new to this, so go easy on me.  My JQL knowledge is pretty limited.  

I have created a custom field in an issue type called "reviewer". It has a drop down with different user names typed in.  

What I want to do is - when a user selects the "reviewer field" on an issue and selects a user name, I want it to trigger a task to be created and assigned to the user name that was selected.

I've tried all kinds of different setups in automations, and it appears I cannot select any custom fields I have created.  I see there is already a "reviewer" field in the automation drop down, but obviously it is not the one I created.   

I'm sure I'm over complicating this, but does anyone have any suggestions to help with this?  

Thanks!

[John Funk]

Hi Amy - Welcome to the Atlassian Community!

First, I would start by changing the name of the Custom Field you created to be something other than the same name of an existing system field. 

Next, make sure that you have the context of the custom field set to include the project you are working with. 

Third, make sure the custom field shows up on the Create and Update screens used by that project. 

Then you should be able to select the field. 

Finally, it is always a good idea to include a screenshot of your rule and what problems you are having. 

[Amy Kehring]

Hi, 

I'm not sure what you mean by setting the context of the custom field?  Here is a screen shot of the field I created called "Reviewer Test".  This is the field I can't seem to find in the automation. 

I want to automate on the "Reviewer Test" field so that when one of those names is selected, it will automatically create a review task and assign to the appropriately selected person.  Hopefully that explains what I'm trying to do more.

Thanks!

[Amy Kehring]

Sorry, screen shot here

[Amy Kehring]

Nevermind, I figured out the fields issue.  The next issue is how do I get my automation to assign the task out to the person selected in the check box above???  I see I can have it automatically assigned to a specific person that I pre-pick, but not sure how to make it go a person selected in the checked box.

[John Funk]

Hey @Amy Kehring - So sorry I never followed up on this. I must have missed the email somehow.  :-(    Did you ever get it figured out? 

[Adrien Low _ServiceRocket_]

Hey @Amy Kehring ,

I suspect that this may be because your "Reviewer" field is a Select List field.

Have you considered and tried creating a custom field of the User Picker type?

I believe that the automation only allows you to select from custom fields which are of the User Picker type:-

Regards.