Query Regarding Automation for User Management Based on Form Inputs

[sreenu sara]

We are using Jira Cloud and leveraging forms in a business project to handle requests. Here's the current workflow:

1. Users submit a request via a form, selecting the request type (e.g., "New User Jira Request").
2. The form includes fields like the user's email address (e.g., *****@directv.com or *****@mydirectv.com) and "New User's Op Model."
3. Based on these inputs, we manually search for the user in User Management and perform the following actions:
   • Add the user to the "directv-it" group.
   • Unselect all other tools/groups for the user.

We would like to know if it is possible to automate this process in Jira Cloud. Specifically:

• Can we automatically trigger actions in User Management (e.g., adding a user to a group and unselecting tools) based on form inputs?
• If automation is not supported directly in Jira Cloud, are there any recommended integrations or workarounds to achieve this?

Looking forward to your guidance.

[Murat Seven]

Hi @sreenu sara and Welcome to the Atlassian Community!

as far as I understand, form information is filled out when creating a request. If you are retrieving group and person information (accountID) from this form, you can perform the operation using the "Send Web Request" action through automation.

I am sharing an example of a "Send Web Request" action.

I assumed that the groupinfo and userinfo fields are the ones you obtain from the form while creating the request. You can customize these fields according to your needs. 

You can follow this doc: rest-api-group-user-post 

If my answer has addressed your question satisfactorily, please consider clicking on the Accept Answer button.

Best,

Murat Seven