Leveraging Form Values in Automation for Jira Service Management | September 2025
📄 Creating an Automation SOP Using Form Values in Jira Service Management
In this video, Floria Perez walks you through how to use form values rather than custom field values for automation in Jira Service Management (JSM). This is a great way to enhance flexibility and streamline data capture directly from your portal forms.
You'll learn how to build a new form for new user requests, configure field keys for automation, attach the form to a request type, and log submitted data (like the selected country) as part of an automation rule—without needing to rely on static custom fields.
What you'll learn:
☑️ How to create and structure forms in Jira Service Management
☑️ Best practices for defining field keys used in automation
☑️ How to create a new request type and attach your form
☑️ Logging submitted form data (e.g., country) in automation logs
☑️ Tips for testing and refining automation rules
Efficiency Tips:
• Always test automation rules in small steps
• Use clear and descriptive field keys to reduce confusion
• Avoid field names that may conflict with Jira default system fields (e.g., "name", "user")
• Stick to Jira Service Management projects—this feature is not supported in Jira Software
Stay connected!
📧 [email protected]
🌐 https://valiantys.com/en
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