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How to use JQL condition to filter which issues/projects trigger a survey for selected closed tickets?

Purpose

You may not want to trigger a survey for every closed ticket. Using JQL, we can set up an automation that sends the survey to selected closed tickets.

Answer

  1. In your project, select Project settings > Automation.

  2. Select Create rule to start creating the automation rule. 

  3. Select Issue transitioned, the "From Status" is blank while the "To Status" has the Done value. Click Save to continue.

  4. Next, click Add component > If: Add a condition > JQL Condition.

  5. For this example, we only want to filter closed tickets for a specific assignee, priority, and a list of request types.

  6. . Set the JQL as the following:

    CODE
    assignee = "John Doe" AND priority = High AND "Request Type" IN ("Reporting", "Recruiting", "Core HR") 
  7. Add a second component, click Add component > THEN: Add an action > Send web request.

  8. Follow the steps in Alternative automation for Surveys for JSM from Step 4 onwards for the Send web request portion to complete the configuration.

  9. Name the automation and click Turn it on to activate the automation.

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