Automating Jira – 3 Examples Using Automation for Jira

Automating Jira – 3 Examples Using Automation for Jira

As Atlassian Experts and Solution Partner, Ascend Integrated uses many add-ons (apps) for implementing complex business requirements and scenarios. These add-ons / apps provide the ability to extend Jira further, either by adding scripts or configurations to meet evolving business needs. One add-on / app we’ve used with multiple clients to solve issues effectively and efficiently is Automation for Jira. Automation for Jira frees your team to focus on what’s important: development and releasing shippable products and serving your customers.

With limited scripting, you can get a full automation suite up and running. The app relies on Rules set up in a “When”, “If”, and “Then” structure. For instance, “When: Value changes for Field X, if field x = “Updated”, Then: Edit issue fields”. In this blog, we wanted to share with you 3 unique ways to automate your Jira instance using the Automation for Jira app.

Updating Read-Only Fields

Setting a read-only field in Jira is easy. You can view the Community answer here: https://community.atlassian.com/t5/Jira-questions/Set-particular-custom-field-read-only/qaq-p/296959. If you’d like a read-only field value to update based on the values of other fields, Automation for Jira can accomplish this efficiently. Check out the configurations below:

  • When: “Value changes for” rule (Be sure to select the “Execute this rule immediately…” option)
  • If: set the JQL pointing to a specific field (i.e. Priority)
  • Then: “Edit Issue Fields” to choose which fields to edit. (This would be a read-only field for the users. Users will not be able to manually set this field, it will automatically set based on JQL parameters.)

An example of how this rule will be set up is shown below:

Combine with Dynamic Forms

Dynamic Forms another fan favorite, provides the ability for fields to display dependent upon selected values. While Dynamic Forms fields do not work directly with Automation for Jira, you can have other fields update based on a Dynamic Forms Field’s value through JQL. To do this, set up the following:

  • When: “Value changes for” rule
  • If: set the JQL pointing to the Dynamic Form field
  • Then: “Edit Issue Fields” to choose which field(s) to edit.

Managing Service Desk Tickets

If a user finds a verified bug, and they log it into Service Desk, Automation Jira can automatically create a cloned issue in your Jira development project, without agent intervention. To accomplish this, simply add a rule like the set up below:

  • When: “Issue Created” rule
  • If: set the JQL pointing to the field (i.e. customfield1000 = “X”)
  • Then: “Create Issue” and select what values should be in the fields.

This ensures both the development and agent queue for specific bugs / issues are always in alignment. Interested in checking out the app? Download it from the Marketplace here. It is available for Cloud, Server, and Data Center.

Have questions about building out automation in Jira? Reach us here.

How have you used automation in Jira?

Training in the Atlassian Suite

Training in the Atlassian Suite

The importance of training can never be underestimated, especially for the Atlassian Tool Suite. For all its ease of use (i.e. you can get a Jira project created and ready to go in under 2 minutes in many cases), there may be some functionality you and your firm are missing out on. Or, there may be a better way to build out the configurations your manager has asked. The Atlassian Training consists of a certified / authorized instructor providing training in the form of instruction and lab work / exercises for you or your organization. The full list of training can be found here: Atlassian Training Catalog.

Why should you check out Atlassian Training? Well, there are several reasons!

Consistent Practices and Configurations

Taught by certified instructors and authorized partners from Atlassian, these courses provide you with a consistent, step-by-step process to accomplish many configuration and functionality goals for your Atlassian Tool Suite. These configurations taught in the course instruction work across multiple versions of Jira, Confluence, Portfolio, and other tools, and ensure efficiency from both configuration and maintenance perspectives.

Industry Best Practices 

Standards practiced, configured, and implemented are discussed in courses, with each course being tailored to meet the business goals and objectives of your organization. Multiple case studies, practices, and exercises based on real-life examples are taught and discussed throughout the course.

Discover New Functionality About Your Tools

The Atlassian Tool Suite is powerful with multiple configurations, functionality, and capabilities available to administrators and users. These courses are designed to walk you through both basic and advanced features of the tool suite. Advanced capabilities for Workflows, Dashboards and reporting, Portfolio, and Confluence – Jira integrations are taught across multiple courses. These new functionalities will help you determine new configurations / updates to be made to your instance. You may even be able to remove some of those extra add-ons / apps you have installed!

As Authorized Instructors and Certified Atlassian Training Partners, we provide training across multiple tools and functionalities provided through the Atlassian Tool Suite. Check out our site today and reach out to us if you have questions about training with the Atlassian Tool Suite: Questions? Feel free to reach out!