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Automation Conditions and Actions in Jira

Introduction

Automation in Jira allows you to automate repetitive tasks, saving time and ensuring consistency in your project workflows. This tutorial will guide you through understanding and setting up automation conditions and actions in Jira.

What are Automation Conditions?

Automation conditions are criteria that must be met for an automation rule to proceed. These conditions help in filtering issues and ensuring that actions are only executed when specific requirements are satisfied.

Example: An automation rule triggers only when an issue is in the "In Progress" status.

Types of Conditions

Jira offers several types of conditions to refine your automation rules:

  • Issue Fields Condition: Checks if an issue's fields meet certain criteria.
  • JQL Condition: Uses JQL (Jira Query Language) to filter issues.
  • Related Issues Condition: Checks conditions on issues related to the trigger issue.
  • Compare Condition: Compares two values to determine if the rule should proceed.

Setting Up Conditions

To set up conditions in Jira automation:

  1. Navigate to your project and select Project Settings.
  2. In the sidebar, click on Automation.
  3. Click the Create Rule button.
  4. Choose a trigger and then click on New Condition.
  5. Select the desired condition type and configure its settings.

What are Automation Actions?

Automation actions are tasks that are performed when an automation rule's conditions are met. These actions can include updating fields, transitioning issues, sending notifications, etc.

Example: Automatically assigning an issue to a user when it transitions to the "In Progress" status.

Types of Actions

Jira provides a variety of actions to include in your automation rules:

  • Edit Issue: Modify issue fields.
  • Transition Issue: Move an issue to a different status.
  • Assign Issue: Assign an issue to a user.
  • Comment on Issue: Add a comment to an issue.
  • Send Email: Send an email notification.

Setting Up Actions

To set up actions in Jira automation:

  1. Follow the steps to create a new rule as described in the conditions section.
  2. After adding conditions, click on New Action.
  3. Select the desired action type and configure its settings.

Example Automation Rule

Scenario: Automatically assign an issue to a user when it transitions to the "In Progress" status.

To create this rule:

  1. Navigate to Project Settings > Automation > Create Rule.
  2. Select the Issue Transitioned trigger and set the status to "In Progress".
  3. Add a New Condition of type Issue Fields Condition to check if the issue type is "Task".
  4. Add a New Action of type Assign Issue and set the assignee to the desired user.
  5. Save and enable the rule.

Conclusion

Automation in Jira, with its conditions and actions, is a powerful tool to streamline your workflows and ensure consistency in your projects. By understanding and utilizing these features, you can significantly reduce manual effort and improve productivity.