Get started with Jira automation

New to automation? Our quick start guide outlines the key concepts you need to know to get started, helps you set up your first rule, and identifies some common use case rules you can edit and apply to your team’s processes.

View the guide or check out common use cases in our Jira automation template library.

Components in Jira automation

• Jira automation actions

  View the actions available to perform tasks within your Jira Cloud rules.

• Jira automation branches

  View the kinds of branches available for your automation rules.

• Jira automation conditions

  View the conditions available to determine whether or not your rules execute.

• Jira automation triggers

  View the triggers available to kick off the execution of your Jira Cloud automation rules.

Create and configure Jira automation rules

• Branch automation rules to perform actions on related issues

  Learn more about branching rules to perform actions on related issues, like parent issues, child issues, or created issues.

• Create and edit Jira automation rules

  Find out how to create powerful rules to extend and automation Jira Cloud with ease.

• Enable and disable Jira automation rules

  View the current status of an automation rule, and learn how to enable and disable a rule from executing.

• Import and export Jira automation rules

  Learn how to import and export your rules to migrate your automation data between Jira instances.

• Issue data (Automation format) payload for Send Web Request

  Learn about the payloads sent by the Send Web request action in Jira Cloud automation.

• Issue data (Jira format) payload for Send Web Request action

  Learn about the payloads sent by the Send Web request action in Jira Cloud automation.

• Permissions required for Jira Cloud automation rules

  Learn about the permissions required to manage automation rules in Jira Cloud.

• Run Jira rules as another user

  Learn how to change a rule's actor in Jira automation, so that rule actions are seen as being performed by real users.

• Test a Jira automation rule using the Manual trigger

  Learn how to test your Jira automation rules by using the Manual trigger.

• Transfer Jira automation rules from one user to another

  Learn how to transfer ownership of Jira automation rules, or replace all references to a user with a different user.

Use Jira automation rules to modify issues

• Advanced field editing using JSON

  Understand how to edit fields using the advanced JSON settings on your Jira automation actions.

• Convert usernames to account IDs

  Learn how to convert user smart values and JQL to user account IDs.

• Convert wiki markup to HTML or plain text in Jira automation

  Learn how to render returned wiki markup as HTML or plain text.

• Edit issue fields with Jira automation

  Learn about editing fields using the clone, edit, and transition issue actions in Jira automation.

• Move an issue to another project using automation

  Learn how to move an issue to another project using with an automation rule, using the clone issue and delete issue actions.

• Transition an issue with automation

  Understand how to deal with rule failures when using the transition issue action.

Smart values in Jira automation

• Jira smart values - issues

  See all smart values that access and manipulate Jira issue data such as sprint, parent, or version.

• Jira smart values - projects

  See all smart values related to accessing Jira project details.

• Jira smart values - lists

  See all smart values that can manipulate the values of items in a list.

• Jira smart values - text fields

  See all smart values that can access and manipulate text fields, such as issue summary or comments.

• Jira smart values - users

  See all smart values related to user fields, such as Reporter or Assignee.

• Jira smart values - conditional logic

  See all smart values used to insert conditional logic such as if/equals/and statements into comments and other text fields.

• Jira smart values - date and time

  See all Jira Cloud automation smart values related to date and time.

• Jira smart values - math expressions

  See all smart values that are used to insert and format numerical values using math expressions.

• Jira smart values - development

  See all smart values related to builds, deployments, and source code management.

• Jira smart values - JSON functions

  See all smart values that take issue fields and convert them into JSON format.

• Find the smart value for a field

  Learn how to find the right Jira automation smart values for your issue fields in Jira Cloud.

• Examples of using math expression smart values

  Examples of how you can use smart values to set the numerical value of an issue’s field in your Jira automation rules.

• Examples of using smart values with dates

  Examples of how you can use smart values to manipulate and format dates in your Jira automation rules.

• Examples of using smart values with lists

  Examples of how you can use smart values to access and format items in a list, such as checkboxes and labels.

• Examples of using smart values with text strings

  Examples of how you can use smart values to set the text value of an issue’s field, such as Summary or Description.

• Jira smart values - security

  • See all smart values that access data from security vulnerabilities sent to Jira by a connected security tool.