Rule or IFTTT that will auto-assign a line item In Confiforms based on user selection or changes

Oliver Sutton December 12, 2024

Hello, so I've been trying to create a rule that will allow an item in the confiforms table to change or update a multi select dropdown field named Assignee based on user selection. 

 

For example I have a drop-down field on a user form that has 2 drop down fields named RequestType and RequestorArea. So I would like to update the assignee field to option 3(Assignee[3]) if RequestType[1] & RequestorArea[1] are selected. 

 

I would then like to send the assignee an email that notifies them when this happens. 

I've tried using an IFTTT and Rules for Field definition to no avail. 

Is there anyway this is possible?

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Alex Medved _ConfiForms_
Community Leader
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December 12, 2024

Hi @Oliver Sutton 

Sure you can - use the https://wiki.vertuna.com/display/CONFIFORMS/Configuring+ConfiForms+IFTTT+actions+and+rules#ConfiguringConfiFormsIFTTTactionsandrules-Create(Update)ConfiFormsEntry

Condition would be (onModified event)

RequestType:1 AND RequestorArea:1

Set parameters

entryId=[entry.id]&Assignee=3

And the IFTTT to send an email https://wiki.vertuna.com/display/CONFIFORMS/Configuring+ConfiForms+IFTTT+actions+and+rules#ConfiguringConfiFormsIFTTTactionsandrules-SendEmail which also set up to run onModified event and with a condition

hasChanged(Assignee):true AND Assignee:3

Alex

 

Oliver Sutton December 12, 2024

Thanks for responding, I entered this the way you describe and it is firing but I am getting this error inside the cell of the table when I make the changes. I do also have an IFTTT above this that creates the page but when modifying this entry the page has already been created and does have a title. is this error related to that IFTTT or something else. 

Screenshot 2024-12-12 at 3.30.59 PM.pngScreenshot 2024-12-12 at 3.33.05 PM.pngScreenshot 2024-12-12 at 3.32.55 PM.png

Oliver Sutton December 12, 2024

Also if I wanted to use multiple parameters say RequestType:1 OR RequestType:2 AND RequestorArea:1 OR RequestorArea2 could I use this format or is there another. 

Same for Assigning to multiple options would it be &Assignee=3,4 or do I need to do &Assignee=3&Assignee=4 

Alex Medved _ConfiForms_
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
December 12, 2024

Probably you have some other rules that are set to create pages in Confluence!? As that is what that error is about

Regarding the syntax for the filtering condition it would be something like

(RequestType:1 OR RequestType:2) AND (RequestorArea:1 OR RequestorArea:2)

Multi-value fields set by providing a comma separated values, so that is correct

Assignee=3,4

Alex

Oliver Sutton December 13, 2024

So the IFTTT's that I just added are the reason the error pops up whenever I complete an action that should interfere with the Auto-Assign functions I am getting the error. when they are onModififed the form functions as normal except that the assign doesn't work I changed them all to onCreated just to test and now I can not submit a new entry due to the error "Page Title does not exist" why would this new set of IFTTT's be causing that error? I have all of these IFTTT's after the IFTTT that creates a page, should they be before?

Alex Medved _ConfiForms_
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
December 13, 2024

Do you have ConfiForms IFTTT to create a page in Confluence configured in this form?

Enable the "debug" parameter on ConfiForms Form Definition and see how the rules are executed and in which order

Oliver Sutton December 13, 2024

Got it, I had a capital D in the parameters and it was causing the assignment to create a new entry which didnt have a title causing the error fixed all of the to Id and it worked thanks for the help. 

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