This course teaches you how to use the invaluable automation tool in Jira.
This course teaches you how to use the invaluable automation tool in Jira.
This tool (that was previously a paid add-on) has proven to be so popular and useful, that it was taken over by Atlassian themselves, and is now included with all Cloud subscription. It is still an add-on available on Jira Server though.
Automation for Jira allows you to set up Triggers, Conditions and Actions, where you can listen for a particular event in Jira to trigger an automation rule, then check certain conditions and execute some actions accordingly. We will be learning this tool through real-world examples, some of which include:
Send notifications (email/slack) when an issue is created with a particular priority, or when the priority is set to a specific value, or simply whenever the priority is upgraded
Automatically distribute workload to the development team by auto-assigning issues and keeping balance in workload between all team members
Embed issue data in the automation logic and include in notifications
Perform recurring tasks automatically and on a scheduled basis (like creating recurring issues)
Track how many times an issue goes to a particular status
Post a list of filter results to Slack at the same time every weekday
Bulk update issues using smart logic
and many more....
Hope to see you inside :)
Get an introduction to the very valuable capabilities and usefulness of smart values
Welcome to the automation for Jira course :)
Let's take a look at what an automation rule is composed of and get some background on the tool
Understand the allowances and permissions around automation for jira
We're going to create a project with sample data, see how we can access the automation tool, create our first rule and then observe and look at the rule details.
We will use the "field value changed" trigger and set up a rule to send notifications based on the priority of a newly created issue.
We will look at the auto-assign action and all the different options available with this action
Learn how to test smart value output using the audit log. This audit log is actually useful to do testing on any automation rule.
We will take a look at the Manual Trigger and use it to auto-generate issues through a one-click step
Our first look at the ability to create branch rules inside an automation rule. This feature can come in handy on many occasions.
Learn how to auto-generate issues, or do other functions on a scheduled basis and never require that manual step to do recurring tasks.
Take a look at a valuable action available to do logic on the latest state of an issue, even if that issue was updated in the automation rule itself. It allows us to see an issue in it's latest state, while in the middle of a rule execution.
We will take a look at an easy way to capture smart value names to use in your automation rules, and see what data is available.
A more advanced rule to notify on priority upgrades, rather than a pre-defined value of Priority. It will utilize a smart value function and notify whenever a priority is upgraded.
We will see how you can keep a count of how many times an issue goes to a particular status. More specifically, we will see how many times an issue needs dev re-work (goes from QA back to Dev)
See how you can use the Lookup Issues action to post a daily list of filter results to Slack.
Kick bulk updating issues up a notch by implementing smart logic on the update. In this example, we will see how we can bulk update a custom field (QA time) by setting it to 10% of the total time logged on the issue.
We will see how we can have automation around linking issues. In this example, when a blocking issue is completed, we will post a comment in the issue it was blocking. We will also see how data can be copied from the blocking issue into the blocked issue.
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