set up a rule that automatically assigns a priority based on the priority

[Engy Hodieb]

Hello everyone,
I need your support to figure this out. I want to set up a rule that automatically assigns a priority based on the priority selected in a created form. We have different types of forms linked to different types of requests

[Alexander Nilsson]

Hello Engy,

there are two ways to do this in Jira Service Management Cloud, and the better fit depends on whether the priority question in each form can be linked directly to Jira's Priority field.

The cleanest option, if it works for your setup, is to link the form question directly to the Jira Priority field. In that case, no automation rule is needed. Open the form, select the priority question, and in the right hand panel under "Linked Jira field" choose Priority. The selected value will then be written directly to the issue's Priority when the form is submitted. Just note that linked fields must use the same field type, so the form question needs to be a single choice field and its options should match your Jira priority values exactly, for example Highest, High, Medium, Low, or Lowest.

The documentation for linking form fields to Jira fields is here:

https://support.atlassian.com/jira-service-management-cloud/docs/link-a-form-field-to-a-jira-field/

If linking is not an option, for example because each request type uses a different form or a differently structured priority question, then automation is the better route. In that case, the safest approach is to use the "Forms submitted" trigger and then update the issue Priority based on the submitted form value. Another option is to first copy the form answer into a Jira custom field and map the Priority from there.

The documentation for accessing form smart values in automation is here:

https://support.atlassian.com/jira-service-management-cloud/docs/access-smart-values-for-forms-and-form-fields/

If you go with automation, it is worth making the priority question required, otherwise you may end up with requests that have no value to map.

If you can share which approach fits your setup better, either one shared form linked directly to Priority or separate forms per request type with their own priority answers, it will be easier to suggest the exact configuration.

Greetings,

Alex