Is there any way to set up project automation to reference CSV files?

[Kendra Pendolino]

We're using automation to streamline certain processes, and it would be really helpful to be able to define and maintain aspects of project automation in a config file.

Some examples:

• When a certain field is edited, look up the new value in a CSV file and assign the issue to a particular user (e.g. if the Customer is A, B, or C, assign to user 1; if the Customer is D, E, or F, assign to user 2).
• When an issue is created, compare the Summary to a list of strings in a CSV file. If a match is found, set a certain field to the associated value (e.g. if the Summary contains string A1 and string A2, set Components field to A; if the Summary contains strings B1 and B2, set Components field to B).

Has anyone found a solution for doing this or something similar? Currently we're using a rule with a manually-maintained If/Then block for the first scenario, which presents logistical challenges, and are using manual updates for the second scenario.

[Bill Sheboy]

Hi @Kendra Pendolino 

I do not believe you can directly access a CSV file that way...

You are using Jira Server/Data Center, correct?  And, are you trying this with Automation for Jira (A4J) rules?

If that is correct, the two options I can think of are:

• use entity properties to store/access your information, as described here: https://developer.atlassian.com/server/jira/platform/entity-properties/
• create an external store accessible by a REST API and get the information when needed

Kind regards,
Bill