If / Else If / Else in Automation

[Parag Shah]

I have a form in which a drop-down captures 1 of the 3 possible values: Sales, Marketing, Both.

I have 2 spaces: 1. Sales, 2. Marketing

When the form is submitted, I want to create a work item in 1 of the 2 projects or both depending on the captured value in the above drop-down. So, it is like:

if project = Sales

   Create a work item in Sales space

else if project = Marketing

   Create a work item in Marketing space

else

   Create work items in both Sales and Marketing spaces

How can I achieve this If/Else if/Else block in my automation rule?

[Jack Brickey]

Hi @Parag Shah , I assume you are working with Forms and not Advanced Forms. Assuming so let me first present a disclaimer - I don't personally use Forms very often so my understandings may be inaccurate.

Based on your post, I am further, assuming that what you prefer to do just to have the form inspected before any work item is created and create work items based on the value in your conditional field.

With that said, my understanding is that Forms are specific to a single space. Further, when a Form is submitted it will create an issue in the associated space. That is to say, Form submission will not conditionally create an issue. So, regardless of the value in your conditional field, an issue will get created in whatever project is associated with the form.

If my understanding is accurate, then let's discuss the options. You could create an automation that would trigger when the issue is created when the form was submitted. This rule would interrogate the conditional field and create issues in the appropriate project(s). That leaves us with the question of how to deal with the initial issue that was created. One option would be to choose a default project where the issue would get created, either sales or marketing. Then your automation rule would action on that issue, depending on the value in your conditional field. For example, if the form automatically created an issue in sales space, but the value was marketing than the automation role would create an issue in the marketing space and close the issue in the sales space.

@Parag Shah & @Marc -Devoteam- , if your understanding/experience indicates that I am off track, please let me know.

[Archana Achar]

Hello @Parag Shah 

Thanks for reaching out to community!!

I have created a sample automation rule based on your requirement. Hope this helps

Regards,

Archana

[Archana Achar]

Additionally, to provide more context, I have configured the forms in a temporary space where the necessary details will be filled in to submit the form. Upon form submission, a work item will be created in the temporary space first.

With the trigger in place, I have created an automation rule to create the work item in the different spaces based on the selected dropdown value

[Marc -Devoteam-]

Hi @Parag Shah 

Add an If/Else action in your rule, specify on the If, then the Els and add another Else option.

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