Creating a score based on checkbox and radio button selections

[Brendan Sheppard]

Hi everybody

Hoping for some assistance please with calculating scores based on selections in a JSM form to create a prioritisation score.

One example is for user to rank the urgency and we associate a score like:
Critical | 5
Urgent | 4
High | 3
Medium | 2
Low | 1

I tried this solution without luck.

In another example, we ask who/what is impacted (user can select multiple via checkbox) and we assign points per selection like:
Customer | 2
Revenue | 2
Efficiency | 1
Regulation | 3

I've spent every working minute in the last 2 days attempting the automation for this, creating endless test tickets and smashing AI with no luck.  I am familiar with jira automation but not formulas or variables.  

Ideally I wanted to not have to create actual jira fields and have the score populate from the form entry, but if I need the jira fields to make it work then that's fine (and how I've currently set it up).

Hoping for any guidance, please.

Many thanks, Brendan

[Amraha16]

Brendan, hello! Regarding the urgency score: In your number field, use an Edit Issue → {{#=}} smart value such as {{#if(issue.Urgency.value.name.equals."Critical"),5,if(issue.Urgency.value.name.equals."Urgent"),4,...))}}. Regarding checkboxes: Assign number fields to each hidden option using the automation {{triggerFormfield.affected.Customer? 2: 0}}, then sum: {{CustomerNum.sum(EfficiencyNum).sum(...)}}. Try it out on Create! Do you require screenshots of the rules? @Brendan Sheppard  If this works for you kindly let me know. 

[Arkadiusz Wroblewski]

Hello @Brendan Sheppard 

Yep  I checked the current Atlassian docs, and what you’re trying to do is 100% doable in JSM with Automation. The reason it usually “doesn’t work” is one of these two things:

If you’re using JSM Forms fields that are not mapped to Jira fields, you must trigger the rule with Form submitted. If you use “Issue created” or “Field changed”, those form-field smart values often won’t resolve correctly.

And for the scoring itself, the right approach is exactly what you were aiming for: use an automation variable and add points with the built-in math functions (like plus()), then write the result into a Number field (because you need somewhere to store/display the score).

Also important: for your checkbox question (multi-select), you generally can’t treat it like a single value. Use contains logic (because it’s a list), and do separate IF blocks so multiple selections can add up.

So the working setup is:

Trigger: Form submitted

Variable: score = 0

IF urgency = X → score = score + N

IF impact contains Y → score = score + N (repeat for each option)

Finally: set your Prioritisation score number field to {{score}}

Wish you a great Day 🤠