Jira Automation to add labels to incoming issues based on keywords in the description and summary

[Monika Worcester]

Hi there! I'm trying to create an automation that will add a label to incoming issues based on keywords in the description OR summary. Below is the automation I created, but so far, each time that I've emailed this inbox with a test message containing the word "FSA" in the summary and/or description, it errors out and does not work. Would love your help resolving, thanks! 

[Trudy Claspill]

Hello @Monika Worcester 

Welcome to the Atlassian community.

Please show us the details of each step in your automation rule, and also please show us the Audit Log details for an execution of the rule.

[Monika Worcester]

Hi @Trudy Claspill ! Do you need more specific details than what I included in my original comment? Let me know what that would look like please :) 

[Trudy Claspill]

Yes, more information is needed.

Please click on each step in the automation rule and provide a screen image showing the details of each step.

[Monika Worcester]

[Monika Worcester]

Thanks @Trudy Claspill ! See above :) 

[Trudy Claspill]

The error message you are getting in your Audit Log is referring to this step:

Jira is not able to figure out what you're trying to reference with that smart value.

So that I can redirect you to valid document/examples, can you tell me where you got the idea that smart value was valid and would meet your requirement?

Regardless, the structure of your rule is not correct for achieving your goal.

Do I understand correctly that you want to check the Summary and Description fields for each of the follow strings?

• FSA
• HSA
• Benefits
• Payroll
• Paycheck
• Insurance
• Medical
• Dental
• Vision
• STD

And if the Summary or Description has any one or more of those values then you want to add one value named "Payroll and Benefits" to the Labels field?

If I have understood your requirement correctly, then you will need a rule like this:

For the second step you need to select Add Condition > JQL and then construct the JQL to search the Summary and Description fields to see if either contain any of the key words. I provided a partial example above.

Then you need an Edit Issue action to add the value you want to the Labels field. If you don't want to wipe out any other values that have already been added to the field then you need to select the ADDREMOVE option for that field.

Then you can add (or remove) values without affecting any other values that may already be in the field.

[Monika Worcester]

Thank you so much, this worked perfectly! @Trudy Claspill 

[Trudy Claspill]

I'm glad I could help you.

Please consider clicking the Accept Answer button.

[Dan Breyen]

Hi Monica, I'm no Automation expert, but I found this Community Article which sounds like what you're trying to do: Automation-to-add-labels 

It talks about using JSON and a custom field to store the info.  

Hope that helps.