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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:

Auto-Application of Hierarchy to New Epics 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 tasks to provide a standard approach to tackling new features or functionalities.

Steps:

  1. 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 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.

  1. Setting up the Automation Rule in Jira:

a. Trigger:

  • Go to the Automation section of Jira.

  • Create a new “New Feature Implementation” rule and set the trigger to "Issue Created".

  • Further refine the trigger to be specific to the "Scrum Software Development" project and the "Epic" issue type.

  • 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.

  • 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.


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