Automation Rules: Notify/Mention users from custom field type "user"

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Marco Eberl

Hi,

when using automation rules you can choose "Mention users in comment" as action. Unfortunately it is not possible to choose custom fields there.

We have a custom field of the type user. It would be great if we could notify the user in the custom field via automation rules.

Kind regards
Marco

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Juan

Hi Marco Eberl, thank you for sharing your use case with the Community. As you mention, it is not currently possible to automatically change the values of custom fields via automation. In the case you describe, the best solution would be to use the option you have also mentioned, "Add comment or mention".
 
I've passed your feedback to our Product Team and we will keep you updated if any changes are made to this feature 👍
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Florian Kislich

(Edited )

Marco Eberl I love this idea!

@... I guess you didn't get Marco right. In my understanding he likes to @mention people by automation, not change the value of a custom field. But instead of @mentioning all followers or dedicated persons, all entries of a user-type custom field should be mentioned.

Florian

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Lisa

Thanks for the clarification Florian Kislich, I think you're right! I'll share this follow-up with our team responsible for automation 👍

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Eric Fiero

Lisa Any movement on this?

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Juan

Hi Eric Fiero, you can change the value of a People type custom field via an automation rule:

Is this what you were looking for?

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Eric Fiero

@... Not quite. I want to be able to draft a comment that is automated to tag based on the custom field, similar to above.

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Lisa

Thanks a lot for clarifying Eric Fiero! While we don't have updates at the moment, I'll share your feedback with the team now 👍

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Tuomo Suominen

FYI there's another thread, started by Florian Gascho on June 26, 2024 Customfields in Automation, essentially the same request, with 6 upvotes at the moment.

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