Use Customer's Organization information in JSM Cloud Automation rules

Platform Notice: Cloud Only - This article only applies to Atlassian products on the cloud platform.

Summary

The organization information of a JSM customer is not available as a smart value to be reused in Automation rules. However, you can find all available smart values related to user fields here.

Solution

Set up basic authentication for API

  1. Create an API token following these instructions here: Get an API token

  2. Generate the based64 encoded authorization following the instructions here: Supply basic auth headers

Create the first Action in the Automation rule

In this step, we make an API call to the Get Organization JSM endpoint and use the Reporter's account ID to filter for orgs that the Reporter is a member of.   

1. Create a new Automation rule.

For testing purposes, we recommend the use of Manually triggered.

2. Add an action: Send web request.

Web request URL:

1 https://<YOUR-SITE>.atlassian.net/rest/servicedeskapi/servicedesk/{{issue.Request Type.requestType.serviceDeskId}}/organization?accountId={{issue.reporter.accountId}}

Add Headers: 

  • Accept  application/json

  • Authorization Basic <ADD THE ENCODED STRING>  (Please refer back to the previous step here.)

Set the HTTP method to GET.

Please check for Delay execution of subsequent rule actions until we receive a response to this web request.

Send web request configuration. URL targets an Atlassian service desk API. Headers include Accept: application/json and a Basic Authorization. Method: GET. Body: Empty. Waits for response before continuing rule execution.

Test Send Web Request action

  1. Click on the Validate your web request configuration drop-down. 

  2. Enter an issue key and Validate the call.

  3. You should see a green Response 200.

  4. Click Payload to see the returned information.

Reuse information received in the payload

Add all organizations to a custom field value

On the same automation rule, add one more Action: Edit issue

Click on More options, and add the following, where you replace the custom field ID with your field ID.

1 2 3 4 5 { "fields": { "customfield_10109": "{{webResponse.body.values.name}}" } }

Add all the organizations to the ticket that the reporter is part of.

On the same automation rule, add one more Action: Edit issue

1 2 3 4 5 6 7 8 9 10 { "update": { "organizations": [ {{#webResponse.body.values}} {"add": {{id}} } {{^last}},{{/}}{{/}} ] } }

Updated on April 10, 2025

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