Automation using form field value as a condition

[Natalia Golikova]

Hello,

I am working on automating Story Point assignments for issue created via form. The challenge I'm facing involves using form values that aren't directly linked to Jira fields in my automation rules.

I am currently using Field Keys as Smart Values to access these form responses. While the automation recognizes the Smart Value and passes the condition, it's not correctly differentiating between different options within the form field.

Specifically, I have two separate rules that differ only in the Smart Value condition (representing different form options). The problem is that the automation apllies both rules to the same issue, overwriting the Story Points. 

Example

The condition:

First Value: {{form.last.cos}}

Equals

Second Value: {{Add User}}

cos = field key in the form

second value = one of the options from that field

Could you please advice on how to correctly configure the automation rule in this case.

Thanks,

Natalia

[Bob Dalm · Accepted solution]

Hi @Natalia Golikova, 

There's a couple of steps to go through. 

First and foremost, use the "Log action" action to confirm the output and input you're using in your rule while troubleshooting. It will help you solve these things way faster!

Now to the rule

1. The {{forms}} method only works when using the form submitted trigger - to keep things simple I suggest using this. If that's not an option, we can look into the alternative. 
2. To get the last submitted form, use {{forms.last}}
3. I would use an If - Else condition, so you can put both into one rule. 
4. In your compare, for first value, you need to get the label of the selected option. This would be {{forms.last.cos.label}}. But wait!
5. As the output of the dropdown selection is a list, you'd have to go for {{forms.last.cos.label.first}} (assuming there's just one value). 
6. For the second value, you're adding a smart value - this should just be plain text, so simply enter "Add user" (without the quotation marks). 

Hope I didn't miss anything in here, but as stated, make sure you add the Log actions when things don't work as intended to figure out what goes wrong (and where). 

Good luck!

Best regards, 

Bob

[Natalia Golikova]

Thanks! It is working!

[Bob Dalm]

Hi Natalia, 

Could you perhaps describe the conditions you're trying to apply? 

Also, it would be helpful to add screenshots of the automation rule(s) and the form configuration. 

Best regards, 

Bob

[Natalia Golikova]

[Natalia Golikova]

@Bob Dalm Here are the screenshots.

I use 

{{smart values}} condition

Compares two values using smart values and regular expressions.

Thanks!!!