How to Link created Insight Objects with automation rule when a ticket is created in JSM portal?

[Sofia Grunspan]

I have an automation rule that creates Insight Objects every time a ticket is created in the JSM portal.
The first problem I have is when I created that object I don't know how to link it to the issue in which had been created.
I have an Insight custom field named "Empleado" and when I try to add the action "Edit Insight field Attribute" with the value equals to the name of the object created or "Edit Issue Field" with the same value, none of them work.
I know there is something I'm missing but I don't know what is.
Can you help me? Thanks

[Björn Gullander · Accepted solution]

Hi @Sofia Grunspan 

I don't think there is a way to automatically use the object you created in the automation action. What you can do is to use the Edit issue automation rule after creating the object and set your Employee field by finding your new object with an IQL query. You need to have some unique information from your issue fields to be able to find the correct object. In my example here, I use the Email Address field. 

Like this

objectType=Employee AND "Email Address" = {{issue.fields.customfield_12667}}

Hope that helps!

[Sofia Grunspan]

Thanks!

[Marco Brundel]

Hi @Sofia Grunspan 

On Server you have the Insight Post functions. I don't know if you also have those on Cloud, but for these types of promotions I find these Post functions more pleasant than Automation. Maybe this is an alternative for you?

Regards, Marco

[Marco Brundel]

https://documentation.mindville.com/display/INSCLOUD/Insight+Post+functions+for+workflows

[Sofia Grunspan]

I'm working in cloud and I don't have those post functions. Thanks anyway.