Jira CSM Automation

[Ha_Nguyen CS _Anna_]

I created the automation with those orders:

1. Re-fetch work item

2. Else-if: if email domain LinkedIn.com -> edit Source: Linkedin

2. Else-if: if summary/subject contains referred or referral or reference -> edit Source: Referral

4. Else-if: subject contains ''website'' -> edit Source: website

5. Else → Source = Email

But the automation failed at step 2. It could not recognize the keywords. Here is my automation setup for step 2.

Please help to check this

Thank you

[Dexter de Vera · Accepted solution]

Hi @Ha_Nguyen CS _Anna_ ,

Your Screenshot is base on Step 3 (incorrect counting :)).

Tried to use Work item fields condition instead of {{smart values}} condition to make it simplier.

Field: Summary

Condition: contains

Value: referred (example)

Just dont tick the Match case (To allow all cases). 

Hope it helps.

Thank you!

[Ha_Nguyen CS _Anna_]

Hi @Dexter de Vera

 Yes, I input wrong number =]]]

I have tried as your instructions and it works

Thanks a lot for your suppor

[Arkadiusz Wroblewski]

Hello @Ha_Nguyen CS _Anna_ 

@Dexter de Vera  approach is the one I would use here as well.

For this case, Work item fields condition is a better fit than building it with smart values, because it is simpler to read and maintain.

With Summary contains and Match case left off, you usually do not need the extra trim.toLowerCase logic here. Atlassian also recommends using issue field conditions before more advanced compare/JQL conditions where possible.