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Atlassian Automation - Alerts based on Product Categorization

Jason Finke July 11, 2024

Hey Community!

Newbie automation question here! I am looking to craft an alert(email) to specific persons based on product categorization categories. The goal is alert a person(s) when a ticket is created with certain category drop downs. What is a way to go about this?

Thank you in advance for any and all help!

2 answers

2 votes
Mikael Sandberg
Community Champion
July 11, 2024

Hi @Jason Finke,

Welcome to Atlassian Community!

In its simplicity your automation would look something like this:

Screenshot 2024-07-11 at 2.17.00 PM.png 

In this example I am using the smart value compare because my sandbox do not have a product category field, but you can change the if to use the issue field condition instead.

Jason Finke July 12, 2024

Thank you!

How could one add a sun category as well.

For example if my product category was "software" and the subcategory was "Office365".

Would that be {{isue.product.category}} equals Software - Office365?

Mikael Sandberg
Community Champion
July 12, 2024

Is the Product category a cascading select field? If that is the case then you would have to parse out the values selected, because if you just use {{issue.product category}} it would return something like this:

{self=https://your-instance.atlassian.net/rest/api/2/customFieldOption/10028, value=Hardware, id=10028, child={self=https://your-instance.atlassian.net/rest/api/2/customFieldOption/10029, value=CPD, id=10029}}

To get the parent value and the child value you would have to use {{issue.product category.value}} and {{issue.product category.child.value}}.

Like Jason Finke likes this
0 votes
Christopher Yen
Community Champion
July 11, 2024

Hi Jason,

 

From the automation rule builder you can do this

  • Trigger: Issue Created
    • or Issue Updated if the product categorization is filled out after creation
  • IF or ELSE: Add condition options
  • Add issue field conditions, select your product categorization field and value
  • Then - send email 

and you continue this for each product categorization that has a different recipient

 

An example of how we route our tickets to different teams but you'll be using send email instead of edit issue fields action. 

2024-07-11 14_20_32-Window.png

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