Automation Create

[Antonio Taylor]

Need to create an automation that contains the following.

here is an example of the body of the old style of email tickets that would be filed when a user submitted this:

Caution: This email is from outside of the organization.

Reporter name: suzanne.lilly@cbh.com

User email: suzanne.lilly@cbh.com

Issue Summary: Geofencing Removal for PTO travel to Carribean

Description: Carribean Islands (St Thomas and St Maarten)

Travel Start Date: 2024-10-28

Travel End Date: 2024-11-01 Attachments: Other Issue Fields: {}

[Susan Waldrip]

Hi @Antonio Taylor , you can use a Send email action in your automation and use smart values for all of the info you want to include. The https://support.atlassian.com/cloud-automation/docs/smart-values-in-jira-automation/ page has tons of smart values that will help.

[Antonio Taylor]

I created a form and added Start Date and End Date to the form but how do I get those dates to show in the email that gets sent over.

[Susan Waldrip]

Any time you want to use a value from a form field for smart value reference, searches, reports, displaying on an Issue View screen, etc. you have to link that form field to a Jira field because the form field values are only stored in the form (so that data is ONLY accessible in the form and not for searches, etc.).

For example, create a custom field called "Travel Start Date" and link the form field "Travel Start Date" to it. After you link the applicable form field to that custom field, you can reference the custom field in double braces in the email -- for example, Travel start date: {{issue.customfield_12345}}, where "12345" is the ID of the custom field.

Instructions for finding a custom field ID are at https://confluence.atlassian.com/automation/find-the-smart-value-for-a-field-993924665.html.

Instructions for linking form fields to Jira/custom fields are at https://support.atlassian.com/jira-service-management-cloud/docs/link-a-form-field-to-a-jira-field/.