Setting up a demo for our company to justify the use of Jira Service management.
Our desired process:
I've created the necessary forms and have set up an automation that attaches each new form after the previous one is submitted, but had no luck sending an email based on a form or custom field.
Currently using free version, with the prospect of upgrading in the future.
Does anyone have some suggestions for this?
Hi @Kyle Anders and welcome to the Community,
the official invitation Email for JSM (And other products) is setup in the Site Administration. Also, a form in JSM can only be submitted from the portal. Therefore, the vendor will need access to the portal first, before filling out any form.
I would suggest the following:
As for the automation, try something like this:
You can access the issue fields with Smart Values. In my example, you need the Custom fields "E-Mail" and "Name", that will hold the vendor's info.
Thanks for the welcome and response Rebekka,
That's very helpful, I believe that will work. And thanks for the extra tip that they'll see everything in the portal. I'll ignore that issue for now as I just need the workflows setup and I believe it can be fixed if we upgrade to a paid release.
One thing about this solution, does the "Issue created" trigger apply to all issues? The description makes it seem like it triggers on any issue.
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Yes, but you can filter with an If-Condition if you insert that as an extra step.
You could also use "Request created" in your case and then add the If-Condition.
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