Use survey automation actions
Use automation actions to distribute surveys automatically and manage survey status from within your automation rules — no manual link copying or rule edits when surveys change.
Survey automation actions let you connect your surveys to Jira Service Management automation rules. Instead of manually pasting survey URLs into email or Slack actions, you can use a dedicated action to look up a survey's details and pass them as smart values to any downstream action in your rule. Read more about surveys.
This feature is only available with paid plans.
There are two actions available:
Action | What it does |
|---|---|
Get survey | Retrieves details for a selected survey, including its distribution URL. When you add the Get survey action to a rule, a |
Update survey status | Changes the status of a selected survey (for example, from Published to Completed). This is useful to close a survey automatically after a certain date or event. |
Create a rule that distributes a survey on request resolution
To send a survey automatically when a work item is resolved:
Go to Space settings, then select Automation.
Select Create flow, then select Create from scratch.
Add a trigger.
For example, select Work item transitioned and choose Resolved as the target status.Select Action to add a new step.
From the list of actions under Jira Service Management, select Get survey.
Connect to your cloud site when prompted.
Select the space that contains your survey.
Search for and select the survey you want to distribute.
Select Next.
Add another action. For example, Send email or Add comment.
In the action's body, use the smart value
{{fetchedJsmSurvey.distributionUrl}}to insert the survey URL.Save and enable the rule.
You can also create this rule using the survey template from the Templates tab.
Create a rule that closes a survey automatically
To change a survey's status after a scheduled event:
Go to Space settings, then select Automation.
Select Create flow, then select Create from scratch.
Add a trigger.
For example, Scheduled to run on a specific date.Select Action to add a new step.
From the list of actions under Jira Service Management, select Get survey.
Connect to your cloud site and select your space.
Search for and select the target survey.
Set the new status (for example, Completed).
Save and enable the rule.
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