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Automation for JIRA - The Simplest Way to Automate Your Team and Project

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Automation for JIRA allows project administrators to capture even more on their process directly in JIRA. With simple rule builder, admins can configure powerful automation rules with ease, combining triggers, conditions and actions to handle even the most complex scenarios.

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Automation for JIRA - The Simplest Way to Automate Your Team and Project

  1. 1. ONELA PILIPOVIC | SENIOR PROGRAM MANAGER | AUTHORITY PARTNERS Automation for Jira The simplest way to automate your team and project
  2. 2. Agenda Highlights 3rd Party Integrations Popular use cases Rules, Triggers, Conditions Audit Log Schedule
  3. 3. Automation for Jira The simplest way to automate your team and project
  4. 4. Introductions Onela Pilipovic Authority Partners Senior Program Manager Experience using Atlassian tool(s)
  5. 5. Customize and automate Jira the way you want it, and focus on what’s important!
  6. 6. Highlights Customize Jira Use of smart values For example: Personalize comments with the reporter's name - Hello {{issue.reporter.displayName}} Automate Jira the way you want it. Jira will work for you, and not the other way around. Facilitate your day to day activities! • Keep sub-tasks and parent issues synced • Auto assing issues • Create recurring tasks • Track SLAs • Add or Create SubTasks • Add comments • Trigger the events • Integrate with 3rd parties
  7. 7. RULES At the heart of Automation are rules. Rules are made up of components that are chained together called rule chain. Components come in three different varieties: triggers, conditions and actions Rules can be created with the following scopes: - Global - this means the rule will run for issues in all projects - Restricted to multiple projects - Restricted to a single project
  8. 8. TRIGGERS A good example of a scheduled trigger is running a JQL search every hour to check if a SLA has been breached. Every rules needs to be kicked off somehow. Triggers can either respond to events, e.g. Issue creation, or can be configured to run at a specified time interval
  9. 9. CONDITION AND ACTIONS Conditions allow you to narrow the scope of the rule. Conditions can be placed anywhere in the rule chain and will stop execution of all following components if the test fails Conditionss allows you to compare objects using smart values and regular expressions. Actions can perform many tasks, such as editing issues, sending notifications, creating sub-tasks, adding audit messages and many more. You can make changes directly in Jira and extrnal systems.
  10. 10. THIRD PARTY INTEGRATION Quite often you need to integrate with other systems. This action allows you send an out bound Webhook to notify another system when this rule is run.
  11. 11. htsThird Party Integrations
  12. 12. SCHEDULE This executes a rule on the specified schedule. You can run the rule on a defined period or use a Cron expression for more complex schedules. You can choose to either run a JQL query or simply run the rule if you're trying to create issues on a schedule.
  13. 13. AUDIT LOG All rules are performed in the background. That is why we have full traceability and all rule invocations and actions are recorded in the audit log. The audit log can be found in several places: Per rule - simply click on Audit log in the navigation on the left Per project - accessible via the '...' menu in project admin. This provides an audit log of all rule executions in a project Globally - accessible via the '...' menu in global admin. All rule executions running on a Jira instance will be logged here!
  14. 14. Popular Use cases
  15. 15. ONELA PILIPOVIC| SENIOR PROGRAM MANAGER | AUTHORITY PARTNERS Thank you!

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