Automation for Jira

As you might already know, Automation for Jira will allow you to automate different actions in Jira. And since Profields 7 we are integrated with it, so you can automate actions towards your Jira Projects. 

What did we do add to Automation in order for you to be able to automate actions?

  • Triggers
  • Smart values

Triggers

We have added 3 Profields triggers in order for you to be able to set us your Automation Rules:

  • Project Created: rule is run when a Project is created.
  • Project deleted: rule is run when a Project is deleted. 
  • Project field value updated: executes the rule when a Project field value is updated. 


For more info about triggers, please expand the box below. 


 Triggers

Every rule starts with a trigger. You can choose from over 20 triggers including: issue transitioned, scheduled trigger and issue created. Once you have selected the trigger you wish to use, you will see it join the 'trunk' on the left side. If you wish, you can customize your trigger before moving on to your next component and completing your rule.

View all triggers


Conditions

When creating rules, you will also find a Profields condition named Project Query Condition, that will check if the project or the issue form the project matches the configured PQL. 


If you need more info about conditions, please expand this text box:


 Conditions

Conditions allow you to narrow the scope of the rule, e.g. only escalate an issue if it is high priority. Rules don't have to have conditions, but if you want to include them, they can be placed anywhere in the rule chain. If one condition fails, the rule will stops running. The exception is with the IF/ELSE condition.

You can find more information about Automation conditions right here.


Actions

All these setting up will come down to an action. That's why we added the action called Update project, which will allow you to set the values from fileds of any project that you have configured in the rule. As simple as that. 


If you need more infromation about Automation actions, please expand this text box:


 Actions

Actions are the "doers" of rule chains. They can perform many tasks, such as editing issues, sending notifications, creating sub-tasks, adding audit messages and tons more. With actions you can make changes to Jira and external systems.

You can find more information about actions right here.




Smart Values

We added some smart values that will help you at the time of gathering information around Jira. We added a few so please, keep in mind that these Smart values will apply to different triggers.

Here is a list:

  • Project created trigger & Project deleted trigger:
    • projectName
    • projectKey
  • Project field value trigger:
    • projectName
    • fieldName
    • userKey
    • updateDate

If you need more information regarding Smart Values, please expland the following box:


 Smart values

What are smart values?

For example the smart value {{now.plusDays(5)}} references the current time and adds 5 days to it. {{issue.summary}} will print off the summary of the issue.

Let’s look at a quick example. Say you wanted to add a comment to an issue on transition, and address the reporter and assignee of the issue that was transitioned by name. All you need to do is insert the right smart values in the appropriate places in your comment:


Please, if you need more information regarding Automation for Jira, do not hesitate and visit their documentation right here.