Use Case: Create an Employee Onboarding ticket when HR requester raise a Service Desk ticket
Automation Trigger: Issue (Work item) Created
Description: Assume you have a Service Desk project where team members can submit HR-related tickets. The goal is to establish tasks for a new employee onboarding process in a different project.
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Prepare Templates: Use the same approach as in the general example . Enable Automation, and prepare the payload using Payload Builder:
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Add (optional) Variables to consistently track the Employee-related data, like: Name, Department, StartDate. Assume that the Service Desk request form has a separate field for every requested value.
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Choose “Create Issues” as the operation
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Choose the Project where you want to create issues
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Repeat for every template you want to use in the Automation Rule
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Create Automation Rule
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Trigger: Issue (Work item) Created
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Action: Send Web Request
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Use Web Request URL specified in the Template’s automation settings
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HTTP method: POST
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Web Request Body: Custom Data
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Use Payload as Custom data copied from the Template’s automation settings
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Add Smart Values to get information dynamically from the created issue custom fields
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Save and Enable Automation Rule:
Code:
{ "operation": "create-issues", "projectId": "10002", "variableValues": { "department": "{{issue.department}}", "employee name": "{{issue.employee.displayName}}", "job role": "{{issue.role}}", "manager name": "{{issue.manager.displayName}}", "start date": "{{issue.startDate}}" } }
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Test Automation Rule