Slack
Use Slack delivery when the reporter can receive a Slack direct message from Jira Automation.
Before you start
Section titled “Before you start”Complete Before you start first. You also need permission to create Jira Automation rules for the JSM space/project, and the Jira Automation Slack integration must be connected.
Open the Slack setup
Section titled “Open the Slack setup”- Open AdaptiveSurvey.
- In the top right corner, select Configure.
- In the Survey delivery tab, select Slack.
Create the automation rule
Section titled “Create the automation rule”In Jira, go to Space settings -> Request management -> Automation -> Create flow.
Add these components in order.
You can adjust rule names, statuses, workspace choice, and message copy to match your process. Keep the required AdaptiveSurvey values shown in the tables exactly as written.
Trigger: Work item transitioned
Section titled “Trigger: Work item transitioned”This starts the automation flow when a work item moves to the resolved status used by your workflow. Leave From status blank unless the survey should only send from a specific status. Set To status to the resolved or closed status that should send the survey. Use a status from the Done status category, shown in green in Jira.
Condition: {{smart values}}
Section titled “Condition: {{smart values}}”Add this condition so the survey is only sent once. Without it, the same customer can receive another survey if the work item/issue is resolved again.
| Field | Value |
|---|---|
| First value | {{issue.properties.kinline-adaptive-survey.sentAt}} |
| Condition | equals |
| Second value | Empty |
You can add more conditions if your process needs them. Do not change this sent-check condition unless you want surveys to be sent again when the same work item/issue is resolved more than once.
Action: Set entity property
Section titled “Action: Set entity property”Add Set entity property before the Slack action.
This records when the survey is sent and makes it available to the reporter in the customer portal.
| Field | Value |
|---|---|
| Entity type | Issue |
| Property key | kinline-adaptive-survey |
| Property value | {"sentAt": "{{now.format("yyyy-MM-dd'T'HH:mm:ss'Z'")}}"} |
Action: Send direct message on Slack
Section titled “Action: Send direct message on Slack”Add Send direct message on Slack after the entity property action. This sends the survey message to the reporter when the automation flow reaches this step.
Select the Slack workspace, set To to {{issue.reporter.accountId}}, and copy the Slack message from AdaptiveSurvey.
Save and enable the rule
Section titled “Save and enable the rule”Name the rule, for example AdaptiveSurvey: Send survey via Slack on resolve, then save and turn it on. AdaptiveSurvey starts sending Slack surveys when the rule conditions match.
To understand what customers see after opening the link, continue to Customer survey.