Automation and form fields question

[Andy T]

Hi

      I'm new to Jira and trying to achieve the following:

Created a simple request type with first name, last name, date and title.

When the request is submitted, I was to create a jira automation where an email get sent out with the values of the 4 fields embedded in the body of the email.

The email automation works fine but I don't know how to insert the form values in the body.

I tried to check smart values but I don't see how to add these to the email.

Also, if I attach a separate form to the request type, can the values of that form be used in the automation process as well?

Thanks

[Mikael Sandberg · Accepted solution]

Hi @Andy T,

Welcome to Atlassian Community!

In order to include the fields in the body of the email just add them like this:

{{issue.first name}} {{issue.last name}} {{issue.date}} {{issue.title}}

In order to include answers from a form you would have to use the Forms API in order to extract those answers. You can find the documentation for the API here, https://developer.atlassian.com/cloud/forms/rest/intro/

[Andy T]

Thank you Mikael for the quick reply. 

so the name of the field I want to include should come after "issue"?

Thanks, I will check the API solution as well.

[Mikael Sandberg]

Yes that is correct. And if you have fields with the same name or if the automation says that it cannot find the field then you can use the custom field Id instead. You can get that Id if you go to Settings > Issues > Custom fields, locate the field in question, then click on the three-dot menu and hover over one of the options. The URL displayed contains the Id at the end of it, it looks something like this:

customfield_12345

[Andy T]

Thanks again. I was able to send the email fine with the information except for the date.

I don't see these fields in the custom fields section. Do I need to add it a custome field first?

[Joseph Chung Yin]

@Andy T -

Welcome to the community.  To supplement what @Mikael Sandberg suggested, here are the reference links (you may already have them already) on smart value + how to utilize log action to test out your automation rule using the audit log to test out the content of your smart values...

https://support.atlassian.com/cloud-automation/docs/jira-smart-values-issues/

https://support.atlassian.com/cloud-automation/docs/jira-smart-values-users/

https://support.atlassian.com/cloud-automation/docs/jira-smart-values-date-and-time/

https://support.atlassian.com/cloud-automation/docs/debug-an-automation-rule/

Hope this also helps.

Best, Joseph Chung Yin

[Andy T]

Thank you so much.

I will review these

[Andy T]

Thank you Mikael for the quick reply. 

so the name of the field I want to include should come after "issue"?

Thanks, I will check the API solution as well.