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Automation for automatically set organization field

nida ergenç

Hi community,

I need your guidance about automation,

We want to separate the organization as sales and finance. However, since all users use the same domain, we cannot automatically add them to the relevant organization using the domain.

That’s why i have tried to create automation rule based on Main Section.

For instance; If main section value is finance (sales), organization field shoud be Finance.

But when i tried to run this rule i have encountered this error;

finance organization ID:3

{
"fields": {
"customfield_10002": [
{
"id": "3"
}
]
}
}

Note:

Jira Cloud
Standart Plan
Company-Managed Project

Accepted answers

Manon Soubies-Camy

Hi @nida ergenç,

Is there a specific reason why you're using the organization id?

If not, you can simply type the organization name directly when setting the field in the automation action:

Hope this helps!

- Manon

All comments

Manon Soubies-Camy

Hi @nida ergenç,

Is there a specific reason why you're using the organization id?

If not, you can simply type the organization name directly when setting the field in the automation action:

Hope this helps!

- Manon

Manon Soubies-Camy

Also, I just noticed you’re using a branch in your automation rule. For your use case, using a condition instead would be a better fit. Here’s an example of how you can configure it:

nida ergenç

Thanks a lot @Manon Soubies-Camy , it works! i have tried to add same user into organization that's why i used organization ID.

Do you have any suggestions about it? If main section is Finance(sales) organization field shoud be Finance and add to same user into Finance organization.

Manon Soubies-Camy

Sure, you can do this with another condition and action:

If main section is Finance
Set Organization A
- If customer is not already in Organization A
- Then add customer to Organization A
Else if main section is Sales
Set Organization B
- If customer is not already in Organization B
- Then add customer to Organization B

It would look like this:

Condition: If customer is not already in Organization

Action: Then add customer to Organization

This will work even if the reporter already exists as a customer, it will simply add them to the organization.

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