Trigger automation when a form is attached

Kieran Fisher February 27, 2025

I would like to change the status whenever a form is added to a request. I see there is no trigger for forms added, but I thought I'd be able to use "Field value changed" with the field "Total forms" or "Open forms" as a workaround, but neither are triggering the rule when a form is added. See rule below:

form2.jpg

Are there any other workarounds or better ways to use forms being added as a trigger?

2 answers

1 vote
Marc - Devoteam
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
February 27, 2025

Hi @Kieran Fisher 

You should be able to use the Form submitted trigger.

Check this post on the automation actions based on forms, 4-New-Form-Automation-Components-for-Jira-Service-Management 

Kieran Fisher February 27, 2025

Thanks @Marc - Devoteam but this only works for forms being submitted and I'm looking to trigger the rule when a new form is attached to the issue (so it will be in open state).

Like Susan Waldrip likes this
Marc - Devoteam
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
February 27, 2025

Hi @Kieran Fisher 

That's a new form submitted to the issue.

A new form is based on the form submitted trigger. A form is filled in and added to the issue.

0 votes
Aaron Pavez _ServiceRocket_
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
February 27, 2025

HI @Kieran Fisher 

Can you give us more details on what you want to achieve? What do you mean when a form is added?

Do you mean when someone creates a new form?

When someone uses a form to submit a work item? (jira issue is work item now btw)

Any details are welcome.

Regards

Kieran Fisher February 27, 2025

Hi @Aaron Pavez _ServiceRocket_ when I say "form added" I mean that a form is attached to the request, as shown below:image.png

I have automations that run when a form is submitted and those run fine, but I've been asked now to configure some tasks for when they are first added. This is why I thought a trigger on the "open forms" field increasing could work.

Like Susan Waldrip likes this
Aaron Pavez _ServiceRocket_
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
February 27, 2025

Sadly no. Automation cant help you with that.

There is nothing out of the box to capture that action.

Regards

Like Susan Waldrip likes this
Kieran Fisher February 27, 2025

Ahh that's what I was worried about. Thanks @Aaron Pavez _ServiceRocket_

For now I'm just settling for having a scheduled rule run every X minutes which has a conditional check for open forms and sets the status if that passes.

It doesn't feel like an efficient way to do it and I can definitely see it going wrong in the future, but as long as management says is happy then I'm happy.

 image.png

Suggest an answer

Log in or Sign up to answer
DEPLOYMENT TYPE
CLOUD
PRODUCT PLAN
PREMIUM
TAGS
AUG Leaders

Atlassian Community Events