Many users have similar requirements when it comes to tasks they want to automate. This page contains a few of them.
Make sure to come by once in a while since the number of use cases will grow over time.
Use cases
| Use case | Automated action | Use case description | Complexity |
|---|---|---|---|
| Sum up value in parent issue on field change in sub-tasks | Calculate field values from all sub-tasks and writes the sum into a corresponding field in the parent issue. | INTERMEDIATE | |
| Notify assignees when components are merged | Add a comment to an issue as soon as one of the selected component has been merged. | BEGINNER | |
| Remind users to close inactive issues | Periodically add a comment mentioning the assignee to all unresolved issue that haven't been updated for more than 30 days. | BEGINNER | |
| Notify the project lead on priority changes | When the priority is changed to "Blocker", a comment will be added with a user mention alerting the project lead. | BEGINNER | |
| Re-assign issues and leave a comment | Assign all issues from a user on vacation to another user and add a comment to inform the team. | BEGINNER | |
| Update assignee and reporter to facilitate user deletion | To facilitate deleting a user account, all issues will be reassigned and the reporter changed to avoid potential problems when deleting the user. | INTERMEDIATE | |
| Assign an issue to the last assignee on a transition | When an issue is transitioned to the DRAFT status, the issue will be automatically re-assigned to the last assignee from the project role "Developers". | BEGINNER | |
| Add sub-tasks to an issue on creation | Automatically create 3 sub-tasks - Documentation, Marketplace and Newsletter. | BEGINNER | |
| Create sub-tasks depending on selected values in a custom field | When an issue is created, sub-tasks for each option selected in a checkbox custom field will be created. | INTERMEDIATE | |
| Track issues mentioned in comments | Automatically link issues based on comments. | ADVANCED | |
| Bulk edit the issue resolution | Set a specific resolution on all completed issues that miss a resolution value. | BEGINNER | |
| Transition affected issues when releasing a version (manually) | Manually transition all issues related to a specific version to DONE. | BEGINNER | |
| Transition affected issues when releasing a version (automatically) | Automatically transition all unresolved issues with a Fix Version that is being transitioned to DONE. | BEGINNER | |
| Keep the status of parents and sub-tasks in sync | When an issue is being rejected, all sub-tasks will be transitioned to the REJECTED status as well - automatically. | BEGINNER | |
| Schedule the escalation of overdue issues | Periodically escalate all issues where the due date has been reached. | BEGINNER | |
| Resolve issues when all options of a checklist are checked | When all options of a custom checkbox field are ticked, the issue is resolved and transitioned to DONE | INTERMEDIATE | |
| Keep the priority of parents and sub-tasks in sync | When the priority of a parent issue is updated, all sub-tasks will be updated accordingly. | BEGINNER | |
| Transition issues when assigned to a developer | Transition issue | When the assignee is changed to a user in the "Developers" project role, the issue is transitioned to IN DEVELOPMENT. | BEGINNER |
| Schedule issues for re-submission | Transition Issue | Periodically transition all issues to OPEN when the re-submission date reminder has been reached. | BEGINNER |
If you still have questions, feel free to refer to our support team.
