Automatic request participants based on organization

[Balakrishna Gudla]

We want to set up an automation rule in Jira Service Management (JSM) to automatically add Request Participants to newly created tickets of the Onboarding issue type. The Request Participants will be based on the Organization manually selected when creating the ticket. This rule should apply across all projects within JSM.
Here i used some smart values in request participant feild={{{{issue.organization.members}}}} , {{{{issue.organization.people}}}}. But its not adding request participants, So please give me good suggestion.

[Anahit Sukiasyan]

Hello 

To set up an automation rule in Jira Service Management (JSM) to automatically add Request Participants based on the selected Organization for Onboarding issue types, your approach with {{issue.organization.members}} and {{issue.organization.people}} isn't working because those are not valid smart values in Jira Automation.

You can follow the following steps, hope it helps:

1. Set Up User Groups or Custom Field for Mapping
   • Ensure each Organization has its members properly mapped either in user groups (e.g., Org1_users) or a custom field that lists the associated users. For example:
     • Create a Custom Multi-User Picker Field named Organization Users.
     • Populate this field manually or through an external automation process to associate users with their respective Organization.
2. Create the Automation Rule
   • Go to Jira Settings → System → Automation Rules (or Project Settings → Automation if it’s project-specific).
   • Create a Global Rule (if you want it to apply across all projects).

Trigger:

• When: Issue Created
  • Add a condition to check if the issue type is Onboarding.

Condition:

• If/Else Block:
  • Condition: Field Value Matches
    • Field: Organization
    • Check if the Organization field is not empty.

Action:

• Edit Issue:
  • Field: Request Participants
  • Value: Use the smart value for the Organization Users custom field:
    Replace customfield_XXXXX with the actual ID of your custom field for "Organization Users."

Copy code {{issue.customfield_XXXXX.accountId}}

[Anahit Sukiasyan]

Replace customfield_XXXXX with the actual ID of your custom field for "Organization Users."