Set Single- and Multi-Select Fields in Automations

Guide

Propagate a single- or multi-select value from one Field to another, even across Databases:

A Client is created from a Lead → copy Tags and Segment
A Bug is created → set default Priority based on the parent Feature's Priority
A Private Task is moved to the next state → move the linked Public Task to the same state

To do so, use an Automation Formula:

[Step 1 Entity].[Select Field]

We match select options between Databases by name.

Note that mapping is case-sensitive (low ≠ Low).

If the source select Field is empty:
- if the target Field is not required, it should be set to empty as well.
- if the target Field is required, we act as if the mapping has failed => the Rule fails with an error.
If the source Field is not empty but the mapping fails to find a match => empty the Target Field.
- so far, we don't provide an option to create a select option in case it is missing.
If the mapping finds multiple matching options with the same name, pick the one with lower Rank.

If the source Field has 5 options but the mapping finds only 2 matches => the target Field is set to these 2 options, the other 3 are ignored.
If the source Field is not empty, but the mapping fails to find any matches => empty the Target Field.
The source Field can be a single-select.