Assign Form to request based on fields that were chosen.

Brian Jennings

We have a request type where users can choose a variety of options. When they choose a certain option from a field and submit the request, we'd like automation to "Add Form" and "Make form external". I've looked thru Automation and can't find any way to accomplish this task, so I'm figuring that this is beyond the software.

Once the request has been submitted, you can manually click "Add Form" and then on that form choose "Make form External" via the agent view, so it would make sense that if you can do it manually that there might be some way of doing it thru automation, but maybe not.

Any other ideas how this could work? Thx!

Ste Wright

Hi @Brian Jennings 

This is possible. The rule is best added from within the JSM Project.

Then it would look something like this...

• Trigger: Issue Created
• Condition: Issue Fields Condition
  • Field = Request Type
  • Condition = equals
  • Value = Type Here
• Condition: Issue Fields Condition
  • Field = Field Here
  • Condition = equals
  • Value = Relevant Option Here
• Action: Attach Forms
  
  • Forms = Form Here
  • Visibility = External

Ste