Automation for Jira is a tool within Jira that allows users to automate manual, repetitive tasks within their Jira projects. By creating automation rules, users can define specific triggers and the corresponding actions to be taken once those triggers occur.
To utilize the Smart Issue Templates API in conjunction with Automation for Jira, you'll likely be leveraging the power of webhooks and API calls to achieve specific outcomes.Please get
Get acquainted with the Smart Issue Templates API
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documentation:
Here's a generalized step-by-step guide on how you might approach this:
1. Familiarize with the Smart Issue Templates API
Before diving into automation, ensure you understand the Smart Issue Templates API endpoints, methods, and required payloads. This will be crucial in setting up your automation rules correctly.
2. Setup Automation in Jira
Navigate to Jira Automation (often found in the left sidebar or under "Project settings").
Create a new rule and select your desired trigger. For instance, you might want automation to occur every time a new issue is created.
3. Add a 'Webhook' action
After choosing your trigger (and adding any desired conditions):
Select the action type as 'Send webhook'.
Here, you'll configure the webhook to make an API call to the Smart Issue Templates.
4. Configure the Webhook
Webhook URL: This will be the endpoint URL from the Smart Issue Templates API documentation.
HTTP Method: Depending on what you want to achieve, this could be POST, GET, PUT, DELETE, etc.
Headers: Usually, you'll need to include authentication headers. This often includes your API token or other authentication means.
Payload: If the API method requires a payload, ensure you format it correctly in JSON format. You can often utilize smart values provided by Jira to dynamically input data.
5. Finalize and Test
After setting up the webhook action, name, save, and activate your automation rule.
Test the rule to ensure the API call is made correctly and that the desired outcome is achieved in Smart Issue Templates. Check for any errors or unexpected behaviors.
6. Monitor & Refine
Regularly check the performance and outcomes of your automation rule, especially if you're making frequent changes to your setup.
Depending on the feedback, refine and modify your automation rules as necessary.
Important Points:
Rate Limits: Ensure you don't exceed any rate limits set by either Jira or the Smart Issue Templates API.
Error Handling: Set up proper error handling or notifications to be alerted if the automation fails.
Documentation: Always refer to the API documentation for Smart Issue Templates for accurate endpoint, payload, and header details.
Authentication: Ensure that any API tokens or credentials are stored securely and are not exposed.
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Auto-Application of Hierarchy after the New 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 that defines a structure of stories and sub-tasks to provide a standard approach to tackling new features or functionalities.
Steps:
Setup the hierarchy in Smart Issue Templates app:
Create a hierarchy named "Scrum Software Development" in the Smart Issue Templates app.
The hierarchy might have the user stories like "Design", "Development", and "Testing". Beneath each user story, there could be more specific sub-tasks.
Setting up the Automation Rule in Jira:
a. Trigger:
Go to the Automation section of Jira.
Create a new “Apply Hierarchy after the new Epic Is Created” rule and set the trigger to "Issue Created".
Further click the “Rule details” button and refine the trigger to be specific to the "Scrum Software Development" project and save the details.
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Add a new component
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.
Add one more component called “New action”.
Start typying “send” and select the “Send web request” option.
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.
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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