Trying to auto-assign based on form cascading list selection

tamsyn_brownie

I am helping to update a form and work flow where we are re-designing our request form to contain a more navigable list of systems and then their sub-functions. Based on the selections made via the cascading list in the form, users can then also provide relevant links or are prompted to supply specific information related to the issue. 

 

For example: I have an issue in system A specifically in the Payment section, once selected a field will appear to request a link to the specific payments URL and include a customer ID. 

I am then trying to assign the issues created based on the Parent selection in the cascading list on the Form but am coming up short trying to identify how to do this in the Automations.

I can get as far as identifying the issue type and if the specific form has been submitted but not sure how to get to the custom selection of options within the Parent list. 

 

Any help appreciated!

Deepak Jain

Hello @tamsyn_brownie ,

Welcome to Atlassian community !!

Create an Automation Rule:

• Go to Project Settings > Automation.
• Click on Create Rule.

Set the Trigger:

• Choose a trigger, such as Issue Created or Field Value Changed (if you want the rule to run when the cascading field is updated).

Add a Condition to Check the Cascading Field:

• Click on New Condition > Select Field Value Condition.
• Choose the Cascading Field from the dropdown (the field that you want to evaluate).
• You can now set conditions for the Parent or Child values of the cascading field.

Add Actions to Assign the Issue:

• Click on New Action > Select Assign Issue.
• In the Assign To dropdown, you can either:
  • Choose a specific agent directly.
  • Use a smart value to assign the issue dynamically based on the cascading field value.

 

If you want to use different agents based on the different cascading field options, you can add multiple If/Else branches to the rule.

Example Automation Rule Setup:

• Trigger: Issue Created
• Condition:
  • If Cascading Field’s Parent is Support Type and Child is Level 1
    • Action: Assign to Agent John
  • Else If Cascading Field’s Parent is Support Type and Child is Level 2
    • Action: Assign to Agent Jane
  • Else (for other cases, if needed)
    • Action: Assign to a default agent or leave it unassigned.

Hope this helps !!