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Automation rule creation

Sukanya KM August 28, 2024

I want to create an automation rule for one of the forms (Visitor form) created in Jira.

When the field "MCF" selected in the form, the second approver should be assigned as one fixed name

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Samuel Gatica
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
August 28, 2024

Hi @Sukanya KM 

Could you please provide additional context? Are you utilizing the native request type form or the new dynamic forms feature?

 

Best regards

Sam

Sukanya KM August 29, 2024

Hi Samuel,

I have an inhouse service request form that we created for visitors' entry. And we have applied approval workflow as well to that request.

Based on the selection of "Area" under the form, approval request should go to different manager.

Samuel Gatica
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
August 29, 2024

Hi @Sukanya KM 

You have first to associate the Form field "Area" with a Jira field.

Then you can create an automation:

Trigger: Issue Created

Condition:  if "Area" equals to "MCF"

Action: Edit issue - Modify approvers. (add fixed value)

 

Hope this helps!

Best regards

Sam

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