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Use case

When doing a lot of manual work, some steps can be forgotten from time to time, even if they are tightly related to each other, e.g. transitioning an issue to "In Development" when the assignee is changed to a user in the "Developers" project role. In this example we will configure a rule that will automatically transition those issues.


Field changed event

Create a new rule and name it appropriately.

Providing a description will help you to identify what the rule does but this step is optional.


Add a Trigger → Field changed event

Field

Choose Assignee

Changed to

Choose Any Value

No further configuration needed. The automation rule is triggered every time an issue is being transitioned.

User condition

Add ConditionUser condition

User to evaluate

Choose User in field → Assignee

Check against

Choose User in Project role(s) → Developers

Transition issue action

Next to the User Condition click on Add → ActionTransition issue

Mode

Choose Transition to status → In Development


The target status has to be reachable from the current status, otherwise, the action will not be executed.

Run as

Choose User in field → Assignee

Enable the rule by clicking on the Enable button → 


Screencast

This is how the configuration above should look on your screen


Import the example

Import the JSON file below to get started in no time.


JSON

After importing the JSON file, make sure to check the configuration of the rule. Non-existing configuration elements (issue types, fields, values etc.) will be highlighted.

{
    "name": "Transition issues when assigned to a developer",
    "description": "",
    "creator": "admin",
    "status": false,
    "triggerData": "",
    "triggerType": "FIELD_CHANGED_EVENT",
    "configuration": {
        "refs": [
            "issue",
            "system",
            "trigger.issue",
            "trigger.parent"
        ],
        "fieldId": "00003",
        "option": "any",
        "triggerType": ""
    },
    "children": [
        {
            "sequence": 0,
            "type": "USER_CONDITION",
            "ruleEntityType": "CONDITION",
            "configuration": {
                "refs": [
                    "issue",
                    "project",
                    "system",
                    "trigger",
                    "trigger.issue",
                    "trigger.parent"
                ],
                "userOption": "userInField",
                "userInField": "00003",
                "checkOption": "projectRole",
                "projectRole": [
                    "10001"
                ]
            },
            "children": [
                {
                    "sequence": 0,
                    "type": "TRANSITION_ISSUE",
                    "ruleEntityType": "ACTION",
                    "configuration": {
                        "refs": [
                            "issue",
                            "project",
                            "system",
                            "trigger",
                            "trigger.issue",
                            "trigger.parent"
                        ],
                        "option": "status",
                        "status": "10412",
                        "actingUser": "field_00020"
                    },
                    "children": null,
                    "hasChildren": false
                }
            ],
            "hasChildren": true
        }
    ],
    "hasChildren": true
}



If you still have questions, feel free to refer to our support team.