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.
Get acquainted with the Smart Issue Templates API documentation:
Automatically Applying Hierarchy to New Epics
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 and sub-tasks to streamline the software development process.
Steps:
Prepare the "Scrum Software Development" hierarchy in Smart Issue Templates:
First, within the Smart Issue Templates app, create a hierarchy template named "Scrum Software Developmentā hierarchy.
Setting up the Automation Rule in Jira:
a. Trigger:
Navigate to
Automation
in Jira.Click on
Create rule
and select theIssue Created
trigger.Define the trigger's scope to the "Scrum Software Development" project and the "Epic" issue type.
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:
Navigate to the "Software Development" project and create a new Epic.
Once created, you should see the hierarchy (tasks and sub-tasks) from the "Standard Development Hierarchy" template applied to this Epic.
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.
This use case exemplifies how you can automate processes in Jira by leveraging both the Smart Issue Templates app and Jira's Automation capabilities. Automating the application of hierarchies ensures consistent structure across issues, saving time and maintaining standardization.