Assign Form to request based on fields that were chosen.

[Brian Jennings]

We have a request type where users can choose a variety of options. When they choose a certain option from a field and submit the request, we'd like automation to "Add Form" and "Make form external". I've looked thru Automation and can't find any way to accomplish this task, so I'm figuring that this is beyond the software.

Once the request has been submitted, you can manually click "Add Form" and then on that form choose "Make form External" via the agent view, so it would make sense that if you can do it manually that there might be some way of doing it thru automation, but maybe not.

Any other ideas how this could work? Thx!

[Ste Wright · Accepted solution]

Hi @Brian Jennings 

This is possible. The rule is best added from within the JSM Project.

Then it would look something like this...

• Trigger: Issue Created
• Condition: Issue Fields Condition
  • Field = Request Type
  • Condition = equals
  • Value = Type Here
• Condition: Issue Fields Condition
  • Field = Field Here
  • Condition = equals
  • Value = Relevant Option Here
• Action: Attach Forms
  
  • Forms = Form Here
  • Visibility = External

Ste

[Brian Jennings]

OMG, Stephen. I've been under the impression that working out of Global Automation was more beneficial, not realizing that certain options AREN'T available unless in the Automation for a specific project. I am now able to set those options as you specified. Thank you so much.

Crazy that Global Automation & Project Automation cut out certain options.

[Mikael Sandberg]

This can be done via automation and is pretty simple to do. This is what the automation look like that I have for renewals:

Basically the user clicks on a renewal action (a transition to the same status) and that will add the form to the request.

[Mikael Sandberg]

In your use case you just have to check which option the user picked and then based on that attach the correct form. An if/else condition would be what I would use if you have different forms for different options.