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Rules allow you to automate actions within your system based on criteria that you set. Automation rules are made up of three parts: triggers that kick off the rule, conditions that refine the rule, and actions that perform tasks on your site.

Configure

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new rule

Your rule Rule configuration will be displayed in the rule-chain. You can add new components anywhere along the rule-chain. You can also drag and drop existing components to rearrange the order and logic of your rule.

When viewing the details of a rule, you can edit its main properties, such as its name, the projects it applies to, and whether or not it is enabled.

To create a rule, that transitions transit Jira ticket status, follow the next steps:

  1. From your the service project, select Project settings > Automation.

    • In a team-managed service project, select Service project settingsAutomation.

  2. Select Create rule in the top-right corner.

  3. Select a trigger named Branch created for the rule.

  4. Configure the trigger settings and select click Save.

  5. To set conditions, actions, or branches on the rule, select the New component.

  6. Select add a New action.

  7. Configure the settings for your the action: select Transition issue action and choose a needed status from the list.

  8. Select Click Save.

  9. Give your rule a name for the rule, configure edit permission to the rule and then select Turn it on.

Once your the rule is created, you can edit its details at any time from the rule details.

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To set your automation rules globally select Project settings > Automation > Global administration

Info

You must be a global administrator a site admin or a Jira admin to set automation rules globally. Learn more about global permissions.

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You can view the status of an automation rule to identify if the rule is currently active or not. If a the rule is inactive, it will not execute until it is enabled. The status of a rule can be seen on its details screen.

  • Enable - The rule is currently active.

  • Disable - The rule is not currently in use.

  • Draft - The rule has unpublished changes.

When you first create a rule, it is enabled by default.

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  • Navigate to the rules list, and select the toggle in the Enabled column of the table.

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  • Navigate to the rule details, and select the toggle in the top-left corner

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