Create Automation Rule in JIRA

00:09:00
https://www.youtube.com/watch?v=FaRmcBWYe8Y

Resumo

TLDRRohit aborde l'automatisation dans Jira en expliquant comment trouver et utiliser l'onglet d'automatisation dans les projets gérés par l'équipe et l'entreprise. Il montre comment activer les règles préexistantes et comment créer ses propres règles d'automatisation qui se déclenchent en fonction d'événements, tels que la création de problèmes. Rohit donne un exemple pratique de règle d'automatisation où une priorité élevée entraîne l'assignation automatique d'un problème à un utilisateur spécifique. L'exécution de la règle est suivie pour vérifier si les actions ont été effectuées comme prévu, illustrant ainsi la fonctionnalité d'automatisation de Jira.

Conclusões

  • 🔧 L'automatisation facilite la gestion des projets dans Jira.
  • 📚 Il existe des règles d'automatisation prêtes à l'emploi dans la bibliothèque.
  • 🛠️ Vous pouvez créer des règles personnalisées en fonction d'événements.
  • ⚠️ Assurez-vous de vérifier l'exécution des règles pour le débogage.
  • 📈 Une priorité élevée peut déclencher des actions spécifiques automatiquement.
  • 👤 L'assignation automatique améliore la responsabilisation des tâches.
  • 🕵️ Surveillez les actions d'automatisation grâce à l'audit log.
  • ✅ L'automatisation aide à réduire les tâches manuelles.
  • 🔍 Les conditions présélectionnent les actions à exécuter.
  • 📊 Les événements incluent la création, la mise à jour et bien plus.

Linha do tempo

  • 00:00:00 - 00:09:00

    Dans cette vidéo, Rohit présente l'automatisation dans JIRA. Il explique que JIRA propose deux types de projets : gérés par l'équipe et gérés par l'entreprise, tous deux disposant d'un onglet d'automatisation accessible depuis les paramètres du projet. Rohit montre comment activer des automatisations prêtes à l'emploi disponibles dans la bibliothèque et explique la création d'une règle d'automatisation personnalisée. Il décrit le processus de création d'une règle, en choisissant des déclencheurs basés sur des événements tels que la création ou la mise à jour d'une tâche. Rohit illustre ensuite comment vérifier des conditions avant d'exécuter une action, comme assigner une tâche selon sa priorité. Il démonte que si une tâche est créée avec une priorité élevée, elle sera automatiquement assignée à lui-même. Enfin, il vérifie que l'automatisation fonctionne en créant des tâches avec différentes priorités et en observant les résultats de l'exécution des règles.

Mapa mental

Vídeo de perguntas e respostas

  • Qu'est-ce que l'automatisation dans Jira ?

    L'automatisation dans Jira permet de créer des règles pour exécuter des actions spécifiques en réponse à des événements dans un projet.

  • Comment accéder à l'onglet d'automatisation dans Jira ?

    Vous pouvez accéder à l'onglet d'automatisation sous les paramètres du projet.

  • Quels types de projets Jira sont mentionnés ?

    Les projets gérés par l'équipe et par l'entreprise.

  • Comment activer l'automatisation par défaut ?

    Dans l'onglet bibliothèque, vous pouvez activer les règles d'automatisation fournies par défaut.

  • Comment créer ma propre règle d'automatisation ?

    Cliquez sur 'Créer une règle' et choisissez les événements et actions souhaités.

  • Quels types d'événements déclenchent l'automatisation ?

    Des événements comme la création, la mise à jour ou la suppression d'un problème.

  • Comment assigner automatiquement un problème à un utilisateur ?

    En définissant une condition sur la priorité et en choisissant l'action d'assignation à l'utilisateur.

  • Que se passe-t-il si l'automatisation ne se déclenche pas ?

    Le champ d'assignation sera vide et l'exécution de la règle d'automatisation ne sera pas marquée.

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Legendas
en
Rolagem automática:
  • 00:00:00
    hello everyone welcome back to my
  • 00:00:01
    YouTube channel I am Rohit and today
  • 00:00:03
    we'll talk about that automation so what
  • 00:00:06
    is Automation and how we can use this
  • 00:00:09
    automation we'll learn in our today's
  • 00:00:11
    class so basically you know that jira
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    have a two type of project one is the
  • 00:00:15
    team managed project another is the
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    company managed project in both the
  • 00:00:19
    cases automation uh tab is available or
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    automation is available
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    where do we find out the automation if
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    you go to the project setting under the
  • 00:00:28
    project settings will have a tab
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    dedicated tab for automation so this is
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    the automation tab you will be able to
  • 00:00:34
    find out that so if you are opening this
  • 00:00:37
    automation very first time you will be
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    able to find out that the rules uh when
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    you will land to the library and then
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    you have a audit log and you have a
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    rules so these are the options are
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    available and from here you can create a
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    automation
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    now if you go to the library and if you
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    turn on that um Library by default there
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    will be couple of automation which is
  • 00:01:02
    available out of box that can be enabled
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    or I'll just click the turn on them
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    and you can see couple of automation is
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    by default activated that so if you want
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    to activate that automation
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    uh or if you want to use from that
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    Library you can directly do that you can
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    you can see there are a lot of
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    automation already available you can
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    select and add that in your based on
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    your requirements so these are the
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    library automation which is provided by
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    jira out of box if you want to use them
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    you can simply use them
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    now um if you want to create your own
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    automation or if you want to inbuilt uh
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    do your own automation you can do that
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    so how can we do that you can simply
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    click the create Rule and then you can
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    create the automation I'll show you in a
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    bit at that moment I'm going to turn off
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    these all this automation that is um out
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    of box uh automatically started so what
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    I am going to do I am going to create a
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    automation rule for that I'll click the
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    create Rule and after that you can see
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    the first is that when to trigger so
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    when my automation should be triggered
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    that I have to be select and if you
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    scroll down there are various component
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    or various situation where you can
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    select that trigger condition I mean
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    that the automation is a event based so
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    what is events anything's happen let's
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    say that if you created if you updated
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    issue status changes all these kind of
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    events okay so when this kind of things
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    happens the automation rule will be
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    triggered and then based on your
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    expectation let's say that you want to
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    automatically assign somebody if you
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    want to automatically update the
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    comments this time it will be um
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    the automation will be run okay so if
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    you see here you have a type of
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    automation or type of event that you
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    want to select so let's say that I want
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    to
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    trigger based on the issue trigger so
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    I'll select the issue and all the issue
  • 00:03:01
    related event are showing right now so
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    what are the things we can do let's say
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    that issue field value changes issue
  • 00:03:08
    assigned issue comment edited issue
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    commentate issue created issue deleted
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    issue linked deleted issue link anything
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    happen like let's say any any situation
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    or any uh activity happen like rights
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    issue moved issue transitioned anything
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    happen we want to do or we want to
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    trigger this rule then we can select
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    that well our case let's say that I'm
  • 00:03:34
    just creating a simple rule so let's say
  • 00:03:36
    the issue created okay so what I'm
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    telling that once the issue is created
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    now we have a second component okay
  • 00:03:44
    second we have a component what we want
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    to do okay whenever the issue created do
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    you want to do any accents or before
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    that I want to check any condition right
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    we can check the condition so I will
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    select the issue condition so if you
  • 00:03:57
    want to select the issue condition you
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    can see it is going after issue Creator
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    there is a one dot is coming and there
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    we can select the condition
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    so I'll select issue condition a new
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    condition and what is the condition
  • 00:04:09
    let's say that which on which condition
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    I want to trigger so you can say issue
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    field condition there is issue field
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    condition G equal condition related
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    condition there are various conditions
  • 00:04:19
    let's say that I am saying that issue
  • 00:04:22
    field condition and then what condition
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    I am saying that let's say that priority
  • 00:04:29
    is
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    is so priority equal to high okay so if
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    the priority is high I want to perform a
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    action okay what action I want to
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    perform now if you select that you can
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    see this coming here so after this
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    satisfy these things will be happen so
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    let's say that after priority uh is high
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    what will be happen automatically issue
  • 00:04:54
    will be in progress you can select that
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    or maybe you can assign somebody or
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    anything whatever you want to um do you
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    can do okay now here also you have a all
  • 00:05:04
    components you can select that issue
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    actions and then all the issue related
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    actions that you can done is available
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    right so you can see all the issue
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    related uh things is
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    um are right now showing so let's say I
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    want to assign and to whom I want to
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    assign to a specific user specific group
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    specific role or anything that we want
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    to um
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    so I'll simply select that specific user
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    and then once you select the specific
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    user you need to select that on which
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    specific user so copy from a issue or
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    copy from a parent copy from a epic so
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    copy from a trigger issue anything you
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    can select so I am going to select a
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    specific user at that moment my name so
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    whenever the issue will be created on a
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    high priority issue has to be assigned
  • 00:05:53
    to my name or you can select any
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    particular list let's say that you have
  • 00:05:58
    a list and you can uh you know assign to
  • 00:06:00
    a particular list I'll just save that
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    and then once you save that you have a
  • 00:06:06
    option to select a name unlike or what
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    should be the name
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    and then I'll
  • 00:06:14
    turn in on
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    okay so now this issue is turned on if I
  • 00:06:19
    go back to the automation again
  • 00:06:22
    I have landed to this rules page and
  • 00:06:24
    here the first tool is high issue so
  • 00:06:27
    whenever the issue will be created in
  • 00:06:29
    the high it will be assigned to myself
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    let's see that so I'm just going to
  • 00:06:33
    create a new issue and at that moment uh
  • 00:06:35
    let's say this issue is priority
  • 00:06:39
    um is I'm selecting medium and then I'm
  • 00:06:44
    typing the test
  • 00:06:46
    here
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    and I will create this issue
  • 00:06:53
    and if I open this issue at that moment
  • 00:07:00
    this is assigned to as the unassigned so
  • 00:07:03
    it means that the issue whatever is
  • 00:07:05
    created is is unassigned state right now
  • 00:07:08
    or the nobody is assigned now if I
  • 00:07:11
    create a issue which is in actually uh
  • 00:07:14
    test to something like that and then
  • 00:07:16
    priority is high so I'll select the
  • 00:07:18
    priorities High
  • 00:07:23
    and create
  • 00:07:27
    and go to that issue
  • 00:07:32
    and you can see
  • 00:07:34
    um the assignee is my name so it means
  • 00:07:37
    that this time that automation rules is
  • 00:07:41
    triggered and it is assigned to myself
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    now one thing you notice that once it is
  • 00:07:46
    assigned that there is a one field
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    called automation you can see in the
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    bottom and this automation says that
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    rule execution if you click that and
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    here it will show that which type of
  • 00:07:58
    automation rule executed and it
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    mentioning that recently root a rule
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    execution
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    and this is Mark as it uh tick it means
  • 00:08:08
    that these automation trigger and
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    because of this automation this assignee
  • 00:08:13
    is added now when I created that uh you
  • 00:08:17
    know uh
  • 00:08:19
    let's say I'm going to create a normal
  • 00:08:24
    medium priority that issue right so I'm
  • 00:08:28
    creating a medium priority issue and
  • 00:08:30
    then if I open that
  • 00:08:37
    rule execution is turned I mean rule
  • 00:08:41
    execution is showing here assign is
  • 00:08:43
    blank as expected but if you click here
  • 00:08:46
    it is this check mark is not true right
  • 00:08:49
    so it means that automation rule did not
  • 00:08:52
    trigger for this issue so that's it for
  • 00:08:55
    today if you have any question later on
  • 00:08:57
    in comment section thank you very much
  • 00:08:58
    have a great day
Etiquetas
  • automatisation
  • Jira
  • projets gérés
  • règles d'automatisation
  • événements
  • assignation automatique
  • priorité haute
  • exécution des règles
  • bibliothèque d'automatisation