\uD83D\uDCD8 Instructions
To configure rules for automation, you need to be a Global or Project administrator.
For a global rule, go to Jira Settings > System > Global Automation.
For a project-specific rule, go to Project Settings > Automation.
Follow the steps below to set up a rule.
Step | Action | Explanation |
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Create a new rule | Select the Create rule button. | |
Create a trigger for the rule | Select the trigger Field value changed in section Issue Triggers. | The rule is triggered when one or more fields of an issue are changed. |
Define fields for the trigger | Select the fields to be monitored for changes when an issue is edited: | In this example, whenever the field Description is edited the rule is triggered. |
Add project restriction (optional, useful for a global rule) | Create new condition: Issue fields condition: | If a rule is project-specific the restriction to that project is assumed and this condition is not needed. If a rule is global, it can still be limited to certain projects by adding this condition. |
Add further restriction | Create additional condition: Issue type equals | Restrict the rule execution to specific issue types (e.g. folders) or any other restrictions (e.g. via JQL). |
Store issue path where issue is located in variable | Select new action Create variable in section Advanced: | The variable Syntax of the smart value: {{issue.properties."com.easesolutions.requirements:treeIssuePath".parents.concat("/").concat(issue.key).join("\",\"")}} Note: As an issue can be located in multiple R4J trees, the |
Process issues under node | Select new branch Branch rule / related issues, select JQL: | This branch runs through all issues that are under the changed issue matching the criteria above. You need to specify the JQL (Jira Query Language) to process all direct or further issues:
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Modify issue under node | Select new action on branch: Transition issue: | Now you can specify the changes to the issues under node , for example transit their workflow status to “TO DO” state. Other (field) changes can be applied as well. |
Add notification (optional) | Select new action on branch: Send email in section Notifications. | Specify the the user roles, single users or groups to be notified, as well as the subject and content of the email. Here are suggested values:
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Enable the rule | Provide a name for the rule and then enable it by selecting Turn on rule. |