Salutations,
Can I create an automation in jira where a notification email is sent to different people based on the different departments they are in? For example, IF department A is selected THEN assign to/send email to person a; IF department B THEN assign to/send email to person b,c, and d. I’m looking both to assign tasks this way and bugs.
I am project admin but not overall Jira Admin. I do not want to assign these tasks or bugs individually, one by one.
Hi Jennifer and welcome to the community!
Yes, you can create that using Automation with the limitation that you only can assign issues to one individual.
I guess Department A, Department B are custom fields?
Then create a If/Else statement checking when the field value changes and base the If/else on the value of the Department field. In the example below I called the Department field "External reference"
You can send the mail to several people.
Best regards,
/Staffan
Thank you. I used both your and Gor's screenshots. It really helped me out. Automation up and running!
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Hi @Jennifer Ness
Welcome to the Atlassian Community!
Yes, you can do it with Automation, using If/Else blocks and setting conditions, for each department and setting actions after each condition.
If you want, I can provide an example with a screenshot.
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Thank you, Gor.
A screenshot would be lovely here. I'm just finding my footing...
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Dear @Jennifer Ness
Above, I provide Screenshot, here, I will provide detailed information.
1. First, you should set the trigger, it is when the automation should start to work.
I put there "Field Change" trigger, which is starting to work, when the Department field is changed.
2. You should set conditions. I used If/Else blocks.
It is checking if Dthe epartment is, for example, Account Management
3. Action- Assigning the issue to Gor Greyan and sending an Email to the appropriate person.
Then you can put an else condition, to check another Department and assign/send an Email for that one.
Let me know if you need further assistance.
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Thank you. Thank you for taking the time to post all of this. Automation up and running!
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Thank you for taking the time to answer my question. I'm always slightly amazed and a little taken back when a person takes their time to help someone else learn. It really helped me out. - and it is appreciated.
I suspect that we are going to use this platform more and more. I've seen the chaos that can occur when you don't have a firm gameplan from the beginning and I'm new to this platform.
Is there a video format teaching style that I can access? I see very solid, but dense, info in text - but having this in video can really speed my learning process.
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Hi @Jennifer Ness -- Welcome to the Atlassian Community!
I recommend using a Lookup Table rather than If / Else Block conditions for this scenario. This will make the rule easier to maintain and less likely to have errors due to replicating rule actions / conditions.
https://support.atlassian.com/cloud-automation/docs/jira-automation-actions/#Create-lookup-table
For example, let's assume your rule is triggered on Work Item Created, that your "department" custom field is a single-select option field.
Before trying to write this rule, I recommend reviewing the basics of rule writing and testing:
https://support.atlassian.com/cloud-automation/docs/jira-cloud-automation/
Kind regards,
Bill
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Thank for the tip! I will look more into this.
The ability to maintain any automations I write is definitely a concern of mine as our company is very dynamic.
This support page is exactly what I was looking for as well. A solid foundation when writing this stuff is essential if you're going to build on it.
Do you know if Atlassian has a support page but in video format? I find I take in information much faster this way.
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I recall some of the free training from Atlassian has videos, although I do not know if their automation training does so. The documentation and knowledgebase article rarely have videos.
And, even if such documentation had videos, it would become out-of-date quickly as the automation features and UX continually improve. I expect any introductory training would be mostly accurate for a bit longer.
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Welcome to the community.
Yes you can automate this within your Jira project, as a project admin.
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It's good to know this is possible. Thank you! Now to find my way ;)
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