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Trigger automation when a form is attached

Kieran Fisher

I would like to change the status whenever a form is added to a request. I see there is no trigger for forms added, but I thought I'd be able to use "Field value changed" with the field "Total forms" or "Open forms" as a workaround, but neither are triggering the rule when a form is added. See rule below:

Are there any other workarounds or better ways to use forms being added as a trigger?

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Aaron Pavez _ServiceRocket_

HI @Kieran Fisher

Can you give us more details on what you want to achieve? What do you mean when a form is added?

Do you mean when someone creates a new form?

When someone uses a form to submit a work item? (jira issue is work item now btw)

Any details are welcome.

Regards

Kieran Fisher

Hi @Aaron Pavez _ServiceRocket_ when I say "form added" I mean that a form is attached to the request, as shown below:

I have automations that run when a form is submitted and those run fine, but I've been asked now to configure some tasks for when they are first added. This is why I thought a trigger on the "open forms" field increasing could work.

Marc -Devoteam-

Hi @Kieran Fisher

You should be able to use the Form submitted trigger.

Check this post on the automation actions based on forms, 4-New-Form-Automation-Components-for-Jira-Service-Management

Kieran Fisher

Thanks @Marc -Devoteam- but this only works for forms being submitted and I'm looking to trigger the rule when a new form is attached to the issue (so it will be in open state).

Marc -Devoteam-

Hi @Kieran Fisher

That's a new form submitted to the issue.

A new form is based on the form submitted trigger. A form is filled in and added to the issue.

Aaron Pavez _ServiceRocket_

Sadly no. Automation cant help you with that.

There is nothing out of the box to capture that action.

Regards

Kieran Fisher

Ahh that's what I was worried about. Thanks @Aaron Pavez _ServiceRocket_

For now I'm just settling for having a scheduled rule run every X minutes which has a conditional check for open forms and sets the status if that passes.

It doesn't feel like an efficient way to do it and I can definitely see it going wrong in the future, but as long as management says is happy then I'm happy.

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