Streamlining Workflow with Jira Automation
Adding Comments to Linked Issues on transition
Jira Automation is a powerful tool that can help streamline your project management processes by automating repetitive tasks. One common use case is to add comments to linked issues when transitioning an issue to the “Done” status. This can be especially useful when you want to keep stakeholders informed about the progress of related tasks or when you need to provide additional context to your team members. In this blog post, we will walk you through the steps to set up Jira Automation to achieve this.
Prerequisites
Before you begin, ensure you have the following prerequisites in place:
- Access to a Jira project with administrative rights.
- Basic understanding of Jira issue types, statuses, and workflows.
- At least two issues in your project with a “Done” status, and these issues should have linked issues that you want to comment on.
Step-by-Step Guide
Follow these steps to set up Jira Automation to add comments to linked issues when transitioning an issue to “Done”:
1. Access Jira Automation:
- Log in to your Jira account and navigate to your Global Automation Rules.
2. Create a New Rule:
- In the Automation Rules page, click “Create rule.”
3. Define the Trigger:
- Choose a trigger that initiates the automation rule. In this case, select “Issue transitioned.”
4. Configure Trigger Details:
- Specify the issue transition that will trigger the rule. For this example we’ll trigger for any issue transitioning to “Done” transition in our Project
5. Define the “FOR EACH: add a branch” branch rule /related issues:
- Click on “FOR EACH: add a branch” to allow looping through all linked issues to comment.
6. Select “comment on issue” Action:
- In the add to branch section, search for and select “comment on issue.”
7. Configure the Comment:
- In the “Add comment to linked issues” configuration, you can customize the comment text that will be added to the linked issues.
- You can use placeholders like {{issue.summary}} to include dynamic information from the issue that triggered the rule.
8. Turn it On
- After configuring the action, click “Turn On Rule”, this will have you name your Rule and publishExit Visual Builder it.
10. Test the Rule
- Transition a sample issue to “Done” in the project that has links to other issue and confirm the comment on transition is working as intended
Wrapping Up
Using Jira Automation to add comments to linked issues when transitioning an issue to “Done” can significantly improve communication and transparency within your team. By automating this process, you ensure that relevant information is shared automatically, saving time and reducing the risk of human error. As your project evolves, consider exploring more automation possibilities within Jira to further streamline your workflows and boost productivity.
If you found this automation useful you may find other inspiring examples on the Cloud template library for Jira Software, click here to check it out.
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