Book Image

Automate Everyday Tasks in Jira

By : Gareth Cantrell
Book Image

Automate Everyday Tasks in Jira

By: Gareth Cantrell

Overview of this book

Atlassian Jira makes it easier to track the progress of your projects, but it can lead to repetitive and time-consuming tasks for teams. No-code automation will enable you to increase productivity by automating these tasks. Automate Everyday Tasks in Jira provides a hands-on approach to implementation and associated methodologies that will have you up and running and productive in no time. You will start by learning how automation in Jira works, along with discovering best practices for writing automation rules. Then you’ll be introduced to the building blocks of automation, including triggers, conditions, and actions, before moving on to advanced rule-related techniques. After you’ve become familiar with the techniques, you’ll find out how to integrate with external tools, such as GitHub, Slack, and Microsoft Teams, all without writing a single line of code. Toward the end, you’ll also be able to employ advanced rules to create custom notifications and integrate with external systems. By the end of this Jira book, you’ll have gained a thorough understanding of automation rules and learned how to use them to automate everyday tasks in Jira without using any code.
Table of Contents (16 chapters)
1
Section 1: Getting Started – the Basics
4
Section 2: Beyond the Basics
8
Section 3: Advanced Use Cases with Automation

Advanced field editing

Not all fields in Jira are created equal, and more especially in the case of custom fields provided by third-party apps. In these cases, where it is not possible to update the fields using the default functionality provided by the actions, an advanced field editor is provided that we can utilize to apply the field updates we require.

In this section, we will take a look at the advanced field editor and how we can use it to take advantage of those situations when we cannot use the standard field editors.

The advanced field editor

The advanced field editor is present in a number of actions under the More options section and allows you to specify the fields to edit using a JSON object using the format specified in Jira's REST API.

The actions that allow advanced field editing are as follows:

  • Cloning an issue
  • Creating an issue
  • Creating a Service Management request
  • Editing an issue
  • Transitioning an issue

Before we look...