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How do I update the assignee of a ticket to a value I put in a lookup table?

Makai Baker
Contributor
October 13, 2023

I have an automation rule that I want to update the assignee of a ticket to update based on what another custom field is upon ticket creation.

Basically, I want to:

When issue created, create lookup table, key is value in custom field and value is assignee, edit assignee to value based on ticket's custom field value. 

1 answer

1 accepted

1 vote
Answer accepted
Ste Wright
Community Champion
October 15, 2023

Hi @Makai Baker 

It depends on your custom field type - the rule below works with a select list.

 


Prerequisites 

  • Get each potential Assignee's User ID
  • Get the custom field's ID

Rule

  • Trigger: Issue Created
  • Action: Create Lookup Table
    • Table Name = AssigneeTable
    • Table Entries
      • Row 1
        • Key = Field Value 1
        • Value = User ID 1
      • Row 2
        • Key = Field Value 2
        • Value = User ID 2
  • Action: Edit Issue
    • Field = Assignee
      • Value = {{AssigneeTable.get(issue.customfield_10123)}}

 


A few notes...

  • The Key in the Lookup Table should be each of the field values from the custom field used to set the Assignee
  • The smart value in the Edit Issue Action will lookup the key to set the Assignee - set the custom field ID to the field used for the Lookup Table Keys

Let us know if this works!

Ste

Makai Baker
Contributor
October 22, 2023

My custom field is a dropdown selection. 

This is unfortunately not working for me and I'm unsure why.

The ticket that I'm manually triggering the rule from has "System Serial #" as "V113"

Screenshot 2023-10-23 154544.pngScreenshot 2023-10-23 154611.png

Ste Wright
Community Champion
November 19, 2023

Hi @Makai Baker 

It should work with a Select List.

Just to be clear, the Table Entries will be each of the options in the select list, mapped to User IDs.

Ste

Makai Baker
Contributor
January 19, 2024

Got it to work, there was a conflicting "System Serial #" in another project. After changing the name and updating the rule, it worked!

Like Ste Wright likes this
Ste Wright
Community Champion
January 19, 2024

Great to hear!

Could you accept this answer, so others know it can work for them to?

Ste

Jeanna Knowles
Contributor
June 14, 2024

@Makai Baker Just curious what was your final update? I am trying to do the exact same thing and I can not get it to work.
I have tried this: {{Pmassign.get(issue.assignee)}}  and can not get it to either select by name or by their name id.
Thank you

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