How to work with Custom automation rules

Owned by Vitalii Chernomurko (Unlicensed)
Last updated: Aug 17, 2022 by Liubov Topchyi
3 min read

Rules allow you to automate actions within your system based on the criteria 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 new 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 transit Jira ticket status, follow the next steps:

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

    • In a team-managed service project, select Service project settings > Automation

  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 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 the action: select Transition issue action and choose a needed status from the list

  8. Click Save

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

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

As a result of the rule, when the branch is created, the issue will be moved to configured status automatically.

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

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

 

Enable and disable Jira automation rules

You can view the status of an automation rule to identify if the rule is currently active or not. If 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  • Draft - The rule has unpublished changes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.

Disable a rule

There are two ways to disable a rule:

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

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

Find more information about automation rules here