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Auto-Application of Hierarchy

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after the New

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Epic creation in a Scrum Project

For example,every time a new "Epic" is created in the "Scrum Software Development" project, you want to automatically apply a hierarchy template that defines a structure of stories and sub-tasks to provide a standard approach to tackling new features or functionalities.

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  • Create a hierarchy named "Scrum Software Development" in the Smart Issue Templates app.

  • The hierarchy might have the Epic at the top with associated user stories like "Design", "Development", and "Testing". Beneath each user story, there could be more specific tasks or sub-tasks.

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  1. Setting up the Automation Rule in Jira:

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  • Go to the Automation section of Jira.

  • Create a new “New Feature Implementation” new “Apply Hierarchy after the new Epic Is Created” rule and set the trigger to "Issue Created".

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  • Further click the “Rule details” button and refine the trigger to be specific to the "Scrum Software Development" project and save the "Epic" issue type.

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  • b. Action:

    • Choose an action related to the Smart Issue Templates app, such as "Apply Hierarchy" (please note: the exact wording might differ based on the actual integrations available between Automation for Jira and Smart Issue Templates).

    • From the given options, select the "Scrum Software Development" hierarchy to apply.

    c. Save and Activate:

    • Assign a descriptive name to the rule, e.g., "Auto-apply Scrum Hierarchy to New Epics".

    • Activate the rule.

  • details.

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  • Add a new component

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  • Click the “New condition” and select the “JQL condition” option.

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  • Enter the “issuetype = Epic” value into the required “JQL” field and click the “Save” button.

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  • Add one more component called “New action”.

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  • Start typying “send” and select the “Send web request” option.

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  • Enter the URL into the mandatory “Webhook URL” field that will look like this:

http://host:port/context/rest/smartissuetemplates/1.0

+ endpoint for the “Hierarchy Apply” /smartissuetemplates/1.0/hierarchy/apply/{hierarchyId}

where you have to specify the current “Scrum Software Development" hierarchy Id.

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  • Fill in the values framed red in the screenshot below and click the “Save” button.

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  • Click the “Turn it on” button.

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b. Test the Automation Rule:

  • Within the "Scrum Software Development" project, create a new Epic.

  • Once the Epic is created, you should find that the hierarchy (user stories and sub-tasks) from the "Scrum Software Development" hierarchy has been automatically applied.

  • To view the execution details open the “Automation” page and click the “Audit log” for the specific rule.

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Info

For any questions or feature requests , contact us via the Customer Portal

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Before submitting a bug report or support ticket, please update to the latest version of the add-on.

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