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Atlassian Automation - Alerts based on Product Categorization

Jason Finke July 11, 2024

Hey Community!

Newbie automation question here! I am looking to craft an alert(email) to specific persons based on product categorization categories. The goal is alert a person(s) when a ticket is created with certain category drop downs. What is a way to go about this?

Thank you in advance for any and all help!

2 answers

2 votes
Mikael Sandberg
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
July 11, 2024

Hi @Jason Finke,

Welcome to Atlassian Community!

In its simplicity your automation would look something like this:

Screenshot 2024-07-11 at 2.17.00 PM.png 

In this example I am using the smart value compare because my sandbox do not have a product category field, but you can change the if to use the issue field condition instead.

Jason Finke July 12, 2024

Thank you!

How could one add a sun category as well.

For example if my product category was "software" and the subcategory was "Office365".

Would that be {{isue.product.category}} equals Software - Office365?

Mikael Sandberg
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
July 12, 2024

Is the Product category a cascading select field? If that is the case then you would have to parse out the values selected, because if you just use {{issue.product category}} it would return something like this:

{self=https://your-instance.atlassian.net/rest/api/2/customFieldOption/10028, value=Hardware, id=10028, child={self=https://your-instance.atlassian.net/rest/api/2/customFieldOption/10029, value=CPD, id=10029}}

To get the parent value and the child value you would have to use {{issue.product category.value}} and {{issue.product category.child.value}}.

Like Jason Finke likes this
0 votes
Christopher Yen
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
July 11, 2024

Hi Jason,

 

From the automation rule builder you can do this

  • Trigger: Issue Created
    • or Issue Updated if the product categorization is filled out after creation
  • IF or ELSE: Add condition options
  • Add issue field conditions, select your product categorization field and value
  • Then - send email 

and you continue this for each product categorization that has a different recipient

 

An example of how we route our tickets to different teams but you'll be using send email instead of edit issue fields action. 

2024-07-11 14_20_32-Window.png

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