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A very basic rule only consists of two elements: a trigger (mostly a Jira event like an issue update) that kicks off the rule and an action (like adding a comment) that will be performed automatically.
Optionally you can further refine your rule by configuring selectors and conditions.
5 steps to create a rule
Create a new rule and give it a unique name and a description (optional).
Choose the trigger your rule should listen to. The dialogue opens automatically since every rule starts with a trigger.
Optional: if you want to further refine your rule add selectors and/or conditions.
Add the action you want to add and configure it according to your needs.
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Get to know Automation rules
Learn more about triggers, selectors, conditions, actions and their configuration.
Create a new rule and give it a unique name and a description (optional).
Configure the trigger
Since we want to add a comment when the priority of an issue is updated we need the trigger to listen to the Field Changed Event.
Field*
Choose Priority
Changed to*
Choose Selected value
Value*
Choose Highest
Click Save
Configure the action
Since we want to automatically add a comment to all issues we need to choose the Add Comment action.
In this example we just leave a generic plain text comment.
Comment text*
The priority on this issue has changed to Highest. You receive this notification as a watcher of this issue. Cheers!
Click Add
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Edit a rule
Once you have created a rule, you can edit its name, its description and its elements.
The name and description can be updated at any time. If you want to update any configuration element you need to deactivate the rule first, then you are given the ability to do the following:
Click on the edit button next to the rule's name to edit its name and its description.
Click on the add button next to any desired element to add a new one. The button will be visible once you hover over an element.
New screenshot
If you click on the add button next to the condition you would have a nested condition.
You cannot add further elements to an action.
Click on the delete button next to the element you want to delete from the rule.
New screenshot
If you delete an element, all its nested elements will be deleted too.
You can add elements under or next to existing elements. JWT will respect the hierarchy and the order of elements when processing the rule.
New screenshots and 2 examples of child elements
Rule Statuses
After editing your rule, you will notice on of the following statuses:
A rule can have different statuses. By toggling the status button of a rule, the rule can be activated, deactivated or executed.
Each status has implications on the available actions and additionally provides information about potential configuration errors.
The following statuses are currently available:
Status | Description |
---|---|
The rule is currently inactive and can be edited or activated. | |
The rule is active and cannot be edited. | |
The rule is deactivated and cannot be activated due to missing actions. Each rule must have at least one action configured to be activated. | |
The rule is deactivated and cannot be activated due to errors in the rule (e.g. a selector was configured that is not available in this context. | |
The rule is a manual rule and can be executed by clicking on this button. the button | |
The rule is a manual rule and cannot be activated due to missing actions. Each manual rule must have at least one action configured to be activated. | |
The rule is a manual rule and cannot be activated due to errors in the rule (e.g. a selector was configured that is not available in this context). |
Useful UI hacks
You can easily import and export rules in a JSON format to re-use them across multiple Jira instances.
- Export a rule
Rules can be exported from the rule navigator
Or from the rule detail view
- Import a rule
Rules can be imported from the rule navigator
Or from the import rules menu
After clicking on either the export button, the JSON file can be downloaded or the code can be copied.
After clicking on either import button you can decide whether you want to paste code from your clipboard (Import as JSON) or upload a JSON file (Import from file).
When you hover over an element's name, you will notice the arrow cross symbol. This means that the element is available for drag and drop (meaning it can be moved within the rule).
When starting to drag an element by clicking and holding the left mouse button, valid drop targets are marked with a + symbol.
All elements except triggers can be moved.
Click on an element to collapse or expand it and all its nested elements.
The sidebar can be completely expanded by clicking on the expand icon in the upper right-hand corner of the sidebar for a smooth item configuration.
If you still have questions, feel free to refer to our support team.