When Organization was added, automatically add specific user to request participant

[Lance Li]

Dear team,

We are having a request from a team, they have an Organization created, but due to the limitation of the Organization notification, they want to have a specific request participant added to the ticket as well.

So ideally when the Organization called "Platform" is added to the ticket, a user called "platform lead" will be automatically added as the request participants. And vice versa, when the Organization is removed, better to have that user removed as well.

Not sure if this is possible for the out-of-box Jira Service Management Data Center version.

[Harshit Grover]

@Lance Li 

Please follow below steps : 

Go to your Project Settings > Click Automation > Click Create Rule 

Select Trigger as "Field Value Changed" : 

Then Select "Organization" value from the "Fields to monitor for changes" option and 

"Transition Issue", "Create Issue" and "Edit Issue" from Operation option and then save.

Please refer snapshot 

In Add component, Select New Action : 

Then Select "Edit Issue" , Select Requested Participants in first option and name of the participant in the second option : 

And then Save the rule.

Turn on the rule and it will fulfil your requirement. 

If the solution worked for you, would you mind marking it as the accepted answer? This helps others who may have the same issue find the solution more easily.

Regards,

Harshit

[Lance Li]

Hi @Harshit Grover

Thanks for the detailed steps, when I followed the steps you provided, I found I couldn't set the condition, what I wanted to archive is when Organization: Platform was added, a specific user will be added to the ticket. Based on your steps, I can only archive that when the Organization changes, adds a specific user, no matter which organization.

[Harshit Grover]

Hi @Lance Li ,

You can create an automation rule that triggers when the "Organization" field is updated and add a condition to check if the organization value is "Platform."

If the condition is met, use the action "Edit Request Participants" to include the user "platform lead."

Also create another automation rule in a similar manner for removing the requested participants if the organization value is removed.

Regards,

Harshit

[Lance Li]

Hi @Harshit Grover

May I know if you can be specific about the rule? I tried to find a way to do it, but I could not find how to detect the Organization is added and removed?