Automation is a powerful feature in Jira that allows you to streamline your workflow by automating certain tasks. By creating automation, you can save time and improve efficiency. In this article, we’ll explore how to create automation in Jira.
Step 1: Define the Trigger
The first step in creating automation is to define the trigger. The trigger is what initiates the automation. For example, the trigger could be a new issue being created, a comment being added to an issue, or a transition being made on an issue. To define the trigger, follow these steps:
- Go to the Automation section: Go to the “Automation” section in the Jira sidebar.
- Create a new rule: Click “Create Rule” to create a new automation rule.
- Define the trigger: Select the trigger you want to use from the list of available triggers. You can also create a custom trigger.
Step 2: Define the Action
Once you have defined the trigger, you need to define the action that will be taken when the trigger is initiated. The action could be to send an email notification, update a field, or create a new issue. To define the action, follow these steps:
- Define the action: Select the action you want to use from the list of available actions. You can also create a custom action.
- Configure the action: Configure the action by selecting the relevant fields and values.
- Test the action: Test the action to ensure that it is working as expected.
Step 3: Define the Conditions
Finally, you can define conditions that determine when the automation rule should be executed. Conditions can be used to filter out specific issues or users, or to ensure that certain fields meet certain criteria. To define conditions, follow these steps:
- Define the conditions: Select the conditions you want to use from the list of available conditions. You can also create custom conditions.
- Configure the conditions: Configure the conditions by selecting the relevant fields and values.
- Test the conditions: Test the conditions to ensure that they are working as expected.