Wanted to connect the data with the form

[Kriti Parajuli]

Hi Atlassian, 

I have created a Offboarding form which I have column: Working sites where the employee work in different sites. When they choose the site while submitting the form I want the manager(s) to be in the ticket where i have created CSV file (I don't want to pull off data from AD as its not completely accurate). Can you please give me some idea how can I pull this off. Thank you.

I tried to upload the csv file but it asked for synchronizing account(what does this mean)/

Thank you

[Robert DaSilva]

Hey @Kriti Parajuli ,

Let me see if I understand your challenge. You have an off-boarding form, that among other things, captures the location where an employee is working. When this off-boarding request gets created, you want the employee's manager to be included in that request.

I'm a little bit confused as to the CSV file you mention.

• Do you mean to say the relationship between employee and their manager is saved in this CSV file?
• You also mention Active Directory not being fully correct, and thus you cannot rely on this to determine who an employee's manager is?

Could you please correct any incorrect assumptions, or provide more details on the above?

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⚠️ Everything below this line makes assumptions on your use case, so read with a grain of salt if my assumptions are incorrect.

If the assumption about the CSV file is correct, and this is your source of truth for mapping Employee to Manager, you might want to consider using the Assets app to keep track of this data.

Using Assets will let you import your CSV file, and dynamically capture information from this data structure as you need it. In the most simple form, you could have a structure that looks something like this:

Schema: Employee Data

Object Type: Employee

Attributes:

• First Name -> Plain text first name
• Last Name -> Plain text last name
• Email Address -> plain text email address
• Atlassian Account -> Dynamic field connecting to the user's Jira account
• Manager -> Dynamic field linking to another Employee object, that of the manager

If this is a path you go down, you can then use Jira Automation to do the following when a new off-boarding request gets created:

1. Look up the employee who is leaving in the Asset schema
2. Find the Manager associated to that employee
3. Get the Manager's Atlassian Account
4. Add that Atlassian Account to the Request Participants field

It'll take a bit of work to get configured, but I can see this being an interesting solution for you.

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For longer term instance health, I would recommend the following:

1. Work with your IT team to ensure your Active Directory is always up to date
2. Sync your Active Directory with the Assets App, either via Atlassian's Data Manager app, via a 3rd party marketplace integration, or manually via REST API calls
3. Use this automatic sync data to feed your Employee <-> Manager relationship.

Hope this helps!

Robert