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If the work items comes from a specific form then assign the task to a specific epic

Stefano Troisi
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May 9, 2025

Hey there! Any idea on how to put in the form of an Automation the rule in the title?

I am thinking about automations because that's what first I thought about, but if you have any smarter idea, that's welcome! 

Thanks,

Stefano 

2 answers

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Answer accepted
Tomislav Tobijas
Community Champion
May 9, 2025

Hi @Stefano Troisi ,

I'm guessing we're talking about Jira forms (not the JSM ones)?

If so, every item created from the form will automatically have a label form-<id>, where the ID of the form can be found if you navigate to that specific form and check the URL in the address bar.

2025-05-09_11-01-33.png

As you have that, you can create automation that would trigger on the newly created item and then check if a specific label is there. If so, edit the item by editing the parent field value.

2025-05-09_11-03-49.png

Hope this helps.

Cheers,
Tobi

Stefano Troisi
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I'm New Here
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May 14, 2025

Thanks Tobi! That works like a charm.

Like Tomislav Tobijas likes this
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Olha Yevdokymova_SaaSJet
Atlassian Partner
May 31, 2025

Hi @Stefano Troisi 

You can configure Jira Automation to automatically associate issues created via Smart Forms for Jira with a specific Epic. Here’s how:


🧩 Step 1: Set Up Issue Creation in Smart Forms

  1. Open Smart Jira Forms from your Jira sidebar.

  2. Create a new form — or open an existing one.

  3. Go to the Settings tab.

  4. Enable “Create new issue” and map form fields to the appropriate Jira fields.

  5. Share the form — either publicly or internally — so users can submit it.


⚙️ Step 2: Configure Jira Automation

Head over to Jira Settings > System > Automation and set up this rule:

  • When: Issue is created

  • If: JQL =

    creator = "Smart Forms for Jira"
  • Then:

    • Action: Edit issue fields

    • Field: Epic Link → Select your desired Epic from the dropdown


🔍 Explanation

Once the form is submitted:

  • Smart Forms creates the issue

  • Jira Automation detects the issue based on its creator

  • The automation rule then adds it to the defined Epic

  • You can view this action in the issue history tab as confirmation

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