Create an external project for a new employee during an onboarding process

Use case

Onboarding process could be different based on the company policy, but as a use case we will consider having a dedicated ticket created for a candidate. The ticket follows the employing workflow. When both parts agree on working together, then using this template we will create a project in the Jira Service Management application for the new employee.

Configuration

Add the Execute remote action post function to the desired transition or create a new transition.

Create remote action

Select the action to get started. Choose Create a Jira project.

Based on the external Jira instance you can select either Cloud or On-prem template.

Select connection

Choose an existing connection to the external Jira instance or create a new connection.

Customize your action

Set action parameters

The values used below are created for the example only. Please provide real input from your instance for making the use case realistic.

Project name

Set it manually using the expression editor as follows:

JWT Template project

Project key

Set it manually using the expression editor as follows:

JTP

Project template

Choose Project management.

Project lead

Choose Reporter.

From the used template, you can retrieve the Project ID and/or the Project key and save them in any field.

Optionally, you can use the Update issue fields (optional) section to save the response body or parts of it into some field.

Update issue fields (optional)

Select the field to be set.

Choose Description.

Set the value.

Choose Project ID.

Related use cases

Use case	Workflow function	Parser functions
Automatically create a version when starting the release	Execute remote action
Automatically link an issue to an external one	Execute remote action
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Create a comment on an external Jira ticket	Execute remote action
Create a new employee account during an onboarding process	Execute remote action
Create an external project for a new employee during an onboarding process	Execute remote action
Create an overview page for a software release	Execute remote action
Create a personal space for a new employee	Execute remote action
Get Hubspot contact information	Execute remote action
Link a Jira issue with the corresponding release ticket	Execute remote action
Link issue to issue mentioned in its description	Execute remote action	findPattern() first()
Notify the reporter of an issue about its status by a Telegram message	Execute remote action
Read the information from a Trello card	Execute remote action
Retrieve the assets of an issue in Jira cloud	Execute remote action
Set the assignee of an external issue same as the transitioned issue	Execute remote action
Set User Picker field with users from group	Execute remote action
Transition an external Jira ticket based on the linked internal one	Execute remote action
Translate the description	Execute remote action	findReplaceAll()