Forms Automation: Access form fields with smart values (smartvalues)

[#1]

In case you have missed the announcement or have not being following the JAC ticket, this was shipped today. Personally I think this is huge. 

https://jira.atlassian.com/browse/JSDCLOUD-10697

And here is the Atlassian guidance documentation:

https://support.atlassian.com/jira-service-management-cloud/docs/access-smart-values-for-forms-and-form-fields/

Though it is listed under Jira Service Management, I believe it will apply to forms under Jira Business projects, too. But I need to test that out. 

One note is that I do not see the Forms Submitted trigger under the Global Automation path under Settings > System. But I do see it if I go to Automation under Project Settings (for both JSM projects and Jira Business projects (one that has an "Advanced Form" under it).

Speaking of testing it out, I have not actually tried it yet either. I wanted to help get the word out here first so others can join in, give it a try, and provide feedback in the Comments. 

Once I have tried it for myself, I will update this article with and example or two of a rule that uses them. I have one form for a client that has more than 25 date fields in it alone. While I have used some complicated processes/coding to avoid custom fields, most probably have not gone that route. 

I am very interested in your experiments and implementations. Maybe Atlassian can post up an example rule in the Automation Playground if not there already. 

Special thanks to @Sam Knight for shipping this. I am sure he would love your feedback, too!

[Tomislav Tobijas _Koios_]

Indeed, this is huge! I'm forwarding it to my colleagues who work with forms more often than me.

Thanks for sharing @John Funk !

[Dam]

finally 🥳🥳🥳🥳🥳

[Evan Fishman - Rally for Jira]

Oh this is nice. Finally. 💪🏻

[Bill Sheboy]

Hi @John Funk 

I definitely recommend testing the smart values with forms in other project types before spreading the word too much ;^)

In the Atlassian team's community post announcing this, I recall specifically asking them if this applied to automation in other project types.  The responder said something to the effect of:

umm...this is for JSM.  If you would like to discuss your needs for other project types, here is a link to my calendar to set up a call...

Kind regards,
Bill

[Iman Attia]

Much needed! Look forward to testing this out.

[Matt Doar _Adaptavist_]

I'm watching and waiting!

[Julian Governale]

Thanks, @John Funk for the post.  This is a nice addition to the functionality.  My biggest pet peeve was needing to capture the form fields into Jira fields so I could set these values in automation emails. 

The fewer custom fields needed, the better! 

[Rudy Holtkamp]

@John Funk I do like that Atlassian is recognizing you in their own way.

[John Funk]

Yeah, I saw that example lol  

[Rudy Holtkamp]

@John Funk do you know a smart value to show the visibility and status of the form?

• {{issue.forms.<uuid>.last.state.status}}
• {{issue.forms.<uuid>.last.status}}
• {{issue.forms.<uuid>.last.state.visibility}}
• {{issue.forms.<uuid>.last.visibility}}

These don't work.

[John Funk]

@Rudy Holtkamp  - I don't. 

@Sam Knight - does such an animal exist?

[Rudy Holtkamp]

Bummer