In our Offboarding form we have a section asking if a user has a credit card. If Yes is selected we would like an automatic email to go to our Finance team. Can someone tell me how to do this?
Hello @Timothy McKay
This can be done with Automation Rules. Are you familiar with constructing Automation rules?
https://support.atlassian.com/cloud-automation/docs/jira-cloud-automation/
Jira Administrators can create Automation Rules. They may also allocate that permission to Project/Space Administrators. Do you have either of those roles?
Is this form associated with an item in a Service space or a Software space?
If this is for a Service space, is the "has a card" field in the form associated with a field in the Jira work item?
Yes the form is associated with our IT Space
I can show you the whole Form will that help?
To get the answer to this question....
...the configuration of the form needs to be examined to see if the field is linked to a Jira Field.
Do you have admin access for the space or the Jira application?
Hi @Timothy McKay
Adding to what Trudy sent, once your Financial Notification field is mapped to a Jira custom field, an Automation rule with a "Send email" action and a JQL condition on that field value will cover the basic case.
If you later need branded templates, multiple recipients beyond Finance, attached CSVs of the offboarding ticket, or different content per project, our app Notification Assistant for Jira handles those without writing a rule per scenario.
Feel free to reach out if you'd like to learn more.
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