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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 tasks stories and sub-tasks to streamline the software development processprovide a standard approach to tackling new features or functionalities.
Steps:
Prepare Setup the "Scrum Software Development" hierarchy in Smart Issue Templates app:
First, within
Create a hierarchy named "Scrum Software Development" in the Smart Issue Templates app
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.
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:
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Go to the Automation
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section of Jira.
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Create a new “Apply Hierarchy after the new Epic Is Created” rule and
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set the trigger to "Issue Created
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".
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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
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b. Action:
Choose an action related to the Smart Issue Templates app. This would likely be something like
Apply Hierarchy Template(the exact wording may vary based on the app's capabilities).From the options, select the "Standard Development Hierarchy" template.
c. Save and Activate:
Name your rule something descriptive, like "Auto-apply Development Hierarchy for New Epics".
Save and activate the rule.
Testing the Automation Rule:
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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
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find that the hierarchy (
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user stories and sub-tasks) from the "
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Scrum Software Development
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"
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Feedback Loop:
After implementing this automation, gather feedback from the team members. Understand if the automatically applied hierarchy aids them or if adjustments are needed.
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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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