This is the first post of a serie about Automation Rules Jira Software.
With Jira Automation es possible to set rules that will trigger once an event happen, in that way we can set an “army” of little bots that will work for us in background and it help us to keep update the tickets across teams and ensure the quality of these.
Automation allows you to focus on the work that matters, removing the need to perform manual, repetitive tasks by allowing your teams to automate their tasks, processes, and workflows. www.atlassian.com
Example : Add a comment
For this case, the requirement is to update the ticket by adding comment for the follow conditions:
- IF the ticket is an incident(bug) AND
- The status change to “in Progress”
- THEN is needed to add a comment that is needed to double check the Priority and prepare the Reason For Outage (RFO) before close the incident
Steps:
1 – Click on Project Setting > Automation > Create Rule
2 – Select a Trigger, in this case we want to add a comment when the ticket transitioning to status “In Progress”
3 – The right trigger for this case will be “Issue Transitioned”
4 – Select the status “In Progress” for the option “To status”, for now don’t concern about the “From Status” . After, click on “Next”
5 – Add a condition IF
6 – For this case is needed to check if the ticket is and “incident” , click on “Issue fields condition”
7 – Select the options below and then click on Next
8 – The next step is to add an Action
9 – Select the action “Comment on Issue”
10 – Add the comment as required, then click on Next
11 – The Automation should have the structure as below:
12 – Then click on “Turn on rule”
13 – Define a Name for the Rule , for example:
14 – Select who can edit this rule, I would suggest “Private” and then click on “Turn on rule”
15 – Once the rule is enabled, the last step is click on “Return to rules”
Finally we have an automation rule created as below:
Test the Rule
Now is time to test the rule
1 – Open an opened bug ticket.
2 – Transition the Status to “In Progress”
3 – Then it should add a comment like was set on the rule.
Audit the Rule
On the list of Automation rules, click on “Audit log”, it shows all the activities and details for every time it was triggered.
It show the log of activities for the rules, clicking on “Show more” on the column “Operations” it shows more details
It is very useful in case the automation fails for any reason.
This is basically the way to create automation rules with Jira, from my experience is important to define the rules/actions with the team before start to design it, also the rules could change along the time and adapt to new requirements if is needed.
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