Form query in JSM and Jira Cloud.

[Neeta Dubey]

Hi Team,

I have a simple requirment that when a form is submitted in Jira or JSM a slack message should be sent to the channel however I'm facing issues in both when using jira cloud or JSM.

Jira cloud:

Form creation very easy and share link with users but when creating an automation rule I'm unable to find trigger" when form is sumitted" 

JSM.

Created form, linked it with Jira fields but need to associate it with request type and in request type summary is mandatory so in short not as simple like Jira Cloud but automation is easy" I'm able to find trigger" when form sumitted" but I don't find place where I could specify channel name.

in short I'm not able to complete my requirment in any of the product. My preference would be to use in Jira cloud somehow make this trigger available in Jira.

[Suraj Aderogba]

Hi @Neeta Dubey,

That’s a great question, here’s a summary of what’s possible and the current limitations for your requirement:

For Jira Software projects:

There is currently no “Form submitted” automation trigger available in Jira Software projects. This is a known feature gap, you can only use triggers like “Issue created” or “Field value changed,”

Reference: Jira automation triggers 

You must know the numerical ID of your form for this rule to work. The form ID is found at the end of the URL when visiting your form. For example:

https://<your_site>.atlassian.net/jira/software/c/projects/TEST/form/<FORM_ID>

1. Create a new rule

2. Trigger: Work item created

3. New action: Re-fetch work item data

4. Condition: JQL condition

   • JQL: labels in ("form-<FORM_ID>")

   • For example, if your form ID was 123, the JQL should be: labels in ("form-123")

• New action: Send message to Slack

For Jira Service Management (JSM) projects:

JSM projects do support the “Form submitted” trigger for automation.

1. Create a new rule

2. Trigger: Forms submitted

   • If necessary, select a specific form > Save

3.  Add an action to send a Slack message (using the “Send Slack message” action).
4. When configuring the Slack action, you can specify the channel name directly in the action settings 2.

• The “Form submitted” trigger is only available at the project level, not globally

Please notes:

• In JSM, if you’re not seeing where to specify the Slack channel, ensure your Slack integration is properly set up in project settings. The action should allow you to pick or enter a channel name.

I hope this helps.

Suraj

[Tomislav Tobijas]

Hi @Neeta Dubey ,

Regarding Jira - each item that's created from Jira form should automatically have the following labels set: form and form-<ID>

With that, you could construct automation that users trigger Work item created with an additional condition that looks at the Labels field.

If you'd like to make it in JSM, I'd probably ask what "channel name" actually means 👀

...but I don't find place where I could specify channel name.

Cheers,
Tobi

[Neeta Dubey]

That solves half of the problem, my channel name is 

dp-dpsd-analytics in slack, but it asks to create incoming webhooks and but I can't see my channel name in that list.

I'm channel manager also. I'm slack as well as jira admin.