Notify customer when a form was set to open

[David Friedrich]

Is it possible somehow to notify a customer once a form is made available externally?

I can not find any trigger for this action. I tried "field value changed" with open and total forms field, but it won't work.

Thank you!

[Tomislav Tobijas]

Hi David,

Not sure if when accessing forms via automation or REST API you can get form visibility. If so, what you could potentially do is have some scheduled automation that checks the attached form(s) and checks the form visibility parameter (if it's set to external). This is not the prettiest solution and, personally, I wouldn't go forward with implementing it.

However, there seems to be a suggestion for history logs for form changes, and as per the last comment, this might be implemented/released sometime within the next year: https://jira.atlassian.com/browse/JSDCLOUD-10657 🤞 With that, I guess trigger like 'issue updated' would be good to go with for desired result.

Cheers,
Tom

[Joseph Chung Yin]

@David Friedrich -

Can provide more clarification on your ask "when a form is made available externally"?  How are you using the form in your issue processing?

Please advise, so we can assist further.

Best, Joseph Chung Yin

[David Friedrich]

Issue is created via request from the portal. Agent adds a form to the issue, then makes it available externally (open for the customer to edit the form via the portal).

But the customer needs to be notified that there's now a form available on the request. There is no issue updated notification or anything else. That's what I'd like to automate. But no trigger available works.