Create Tasks Based on Checkbox Field Selections via Manual Trigger in Jira Automation

[Stefan Froehlich]

Hi everyone,

I'm working on a Jira Service Management request form that includes a checkbox custom field (e.g., "Access Needed") where users can select multiple options like:

• VPN Access

• Email Account

• CRM Access
  ...etc.

What I'd like to achieve is the following:

When a manual automation rule is triggered on the issue (e.g., by an agent), Jira should create separate tasks for each selected checkbox option. Ideally, each task would have a summary like Provision Access: VPN Access, based on the checkbox values and routed to a different support team (using a "select" custom field in the same project).

Has anyone done something similar or could point me in the right direction for setting this up in Jira Automation?

Thanks in advance!
Stefan

[Marc - Devoteam · Accepted solution]

Hi @Stefan Froehlich 

You ned to use a branch using a smart value.

smart value to use {{issue.<custom-field-name>.value}}, then the action to create a sub task in the branch.

Example:

[Stefan Froehlich]

Hi Mark!
thank you so much for your answer, this was very helpful and is working as intended. 

Now let me ask you this. What would be the best / simplest way to route those tickets to different support teams depending on the value chosen? Would I want that in the same automation or rather create a separate one and use if statements for each value afterwards? Not sure how this can be scaled as well if the list of items grows?

Thank you Mark :)
Appreciate it.

Stefan