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Santa Rudzite (EXT)

Santa Rudzite (EXT)

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  1. Send a web request to get linked issues (see REST API ).
    (warning) Mark the checkbox to delay execution of subsequent rule actions until automation has received a response for the web request.

    image-20240806-144721.png

  2. Create a variable for the following smart value:
    {{webResponse.body."Deal/Service - Invoice"."Invoiced via".linkedissues}},
    where "Deal/Service - Invoice is the name of the Advanced Link configuration, and "Invoiced via" is the name of the Advanced link (inward/outward).

    image-20240806-144951.png

  3. Look up retrieved issues:

    image-20240806-145308.png

  4. Create a variable for the value of the custom field (in our case, Paid Amount) {{#lookupIssues}},{{customfield_id}} {{/}} :

    image-20240806-145418.png

  5. Summarize the field values with a formula {{sum.substring(1).split(",").sum}}:

    image-20240806-150106.png

  6. Copy the summed-up values into a required field:

    image-20240806-150142.png

    (info) Rule configuration is also available for downloading as a JSON file:

    View file
    nameautomation-rule-20851829-202408061503.json