Use survey automation triggers and actions
Use automation triggers and 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 triggers and 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 three 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. |
Get survey response | Retrieves one response, including its answers and the questions they relate to. Answers and metadata are available as smart values in later actions. Admins can only retrieve responses for surveys they have permission to access, and the returned data respects the permission scheme. |
Trigger | What it does |
|---|---|
Survey response submitted | Starts a rule when someone submits a completed response to the selected survey. Answers and metadata are available as smart values in later actions. Admins can only retrieve responses for surveys they have permission to access, and the returned data respects the permission scheme. |
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.
You’ll be able to view and select only Published surveys.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.
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.
Start a rule when someone responds to a survey
Use the Survey response submitted trigger to respond to new feedback without checking for submissions manually. For example, notify the team responsible for an onboarding survey whenever someone completes it.
Go to Space settings, then Automation.
Select Create flow, then Create from scratch.
Select the Survey response submitted trigger under service management.
Connect to your cloud site if prompted.
Select the service project that contains the survey, then select the survey.
Add the actions you want to run when someone submits a response. For example, add Send email and choose your team's recipient address.
Use the trigger's smart values to include information about the submission.
Save and enable the rule.
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