Visit the Automation Unlimited for Jira. Click the “Try it free” or "Buy it now" button to begin the installation. Follow the prompts to complete the installation. Click the "Configure" button. The app is opened.
To build automation you'll need to configure three parts:
- Name: Name of your automation rule and the project you'd like to work with.
- Condition: What conditions will trigger your automation.
- Action: The actions you'd like Jira to do.
Let's analyze each of the parts in the following steps.
To create a new automation click "New Automation" on the right-hand side.
You will be offered a number of templates that make it easier to set up an automation. Choose a template from the list or continue without a template.
Name your automation and choose a project. If you want it to apply to all projects, choose "Global" from the drop-down. Click Save.
Note the "Draft" indicator in the top right corner. If you save an automation that has errors or missing components, it will be saved as a Draft so you can continue the configuration late.
Triggers start the execution of new automation.
All these triggers have different purposes but the same logic for setting all the parameters. Let's look at the settings using the example of the Issue Assigned trigger. Click “Select” under the “Issue Assigned” trigger. Confirm your choice by clicking the "Save" button and then moving on to the Condition section.
Every trigger includes two components - condition and action. Components can either restrict execution by testing a condition, perform an action, or control the flow by branching on related issues.
Click "Select" under any condition. You'll see the list of fields. Select or enter values. For example, you select the "Field to Monitor for Changes" condition. Look at the fields:
After selecting or entering all parameters, click the “Save” or "Add+" button. The "Add+" button is necessary if you want to add one more condition.
You can select what action the automation should take in the "Action" section:
For example, select the "Create Subtask" action. See the list of fields if it's necessary. Enter or select values.
You may add another one action after clicking the "Add+" button too. Or you can save this section as well.
Make sure that you select trigger, condition, and action. Make sure that you enter or select all necessary information in fields and dropdown lists.
If everything looks good set the automation from "Idle" to "Running" with the toggle-button in the top-right corner.
Congratulations, your new automation is ready!