Hi,
May I ask for your help on how to use automation rule when change request is routed back to created after declining of approvers then I want the form to resubmit by the user then after resubmit the form it will routed back to For review status
Thank you
Community moderators have prevented the ability to post new answers.
Using only the Forms state (without the "Resubmit" transition)
If the user simply opens the attached form and clicks Submit again, you can:
Keep the issue in Declined, but use automation based on status change + Forms to push it for review.
Example rule:
Trigger:
When: Issue updated
(or, if available for your plan, "Field value changed" in the form field – some setups expose Forms as a field).
Condition – Issue fields:
Status equals Declined
Condition – Forms:
If: Forms attached
Forms: [select the form]
State: Submitted or locked
Action:
Then: Transition the issue → For Review (Normal Change)
Thus, whenever the user resubmits the form while the status is Declined, the issue will be automatically sent to For Review (Normal Change).
If you want to move the issue to Created first, you can:
First action: Transition the issue to Created
Second action: Transition the issue to For Review (Normal Change)
Using the same rule. I believe one of the two will help you.
After the user resubmits the form
Here's the "secret": you can't directly "listen" to the Forms resubmit button, but you can use the form state + issue transitions.
There are two possible approaches, depending on your flow:
Approach A – The user clicks a transition (button) like "Resubmit form"
If you have/can create a workflow transition called, for example, "Resubmit form":
In the workflow, create a transition:
From: Declined
To: Created
Name: "Resubmit form" (or similar)
(optional) Place a screen in this transition that shows the form for the user to update and resubmit.
Create the automation rule:
Trigger:
When: Issue transitioned
From: Declined
To: Created
Action:
Then: Transition the issue → For Review (Normal Change)
As soon as the user uses the "Resend form" transition, the issue goes to Created, the automation verifies that the form was submitted and automatically pushes it to For Review (Normal Change).
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@Jorge Cammarota , this topic has been locked because the thread has become a bit dated. If you’d like to keep the conversation going or have additional questions, we encourage you to start a new topic. You can read more about necro posting (“raising threads from the dead”) in our Community Guidelines.
Thanks!
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