Forums

Articles
Create
cancel
Showing results for 
Search instead for 
Did you mean: 

Work assignment automation based on custom field dropdown

Gilmarie Hernandez
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
February 25, 2025

Hi,

I am new to JIRA and have been figuring things out by reading and Youtube but I'm stuck on this one.

I am trying to create an automation to assign tickets when a new issue is created by a custom field that is a dropdown (not of people but options, field is named "Request Type"), but also assigned as close to equal as possible depending on the request type chosen. I would only need them to be assigned by the first drop down and not the second. I do have the custom field ID for the dropdown as well. 

I have been playing around with all the automations and have come to the conclusion it has to be written as a smart value but I'm lost as to how to assign it based on the request type since its not a field option in the automation dropdown.

Example:

If Amanda has 3 issues "request type A" and Joe has 2 issues "request type A" and Mark has 1 issue "request type A" and a new issue is created "request type A", it goes to Mark since he only has 1 "request type A" and all new issues that are "request type A" will continue to go to Mark until the automation notices all 3 people have had an equal amount (or close to it) of "request type A" assigned to them throughout the day, no matter the status of the ticket. 

 

JIRA.png

 

 

 

1 answer

1 vote
Bill Sheboy
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
February 25, 2025

Hi @Gilmarie Hernandez -- Welcome to the Atlassian Community!

One possible way to do that would be to add a condition to check the Request Type matches your "type A", and then use the Assign Issue action with the Balanced Workload option:

https://support.atlassian.com/cloud-automation/docs/jira-automation-actions/#Assign-issue

That could be refined further using JQL in the action to only check the "type A" issues for each person.

Kind regards,
Bill

Suggest an answer

Log in or Sign up to answer
DEPLOYMENT TYPE
CLOUD
PERMISSIONS LEVEL
Product Admin
TAGS
AUG Leaders

Atlassian Community Events