How to use the edit object Insight action in Jira Automation

Tristan Fesmire

I do not know how you are supposed to specify what object you are changing the attributes on. It makes no sense why it would give an attribute to set but no object to specify. Any thoughts?

 

 

Alex van Vucht (GLiNTECH)

Hi Tristan, with the introduction of Insight Cloud into JSM Automation, there are now two classes of rules:

1. Object-based rules: the "When Object is Created/Updated/Deleted" trigger only
2. Issue-based rules: every branch and every other trigger

The new "Edit Object" action only works in the first class of rules.  A typical rule is to set a default status for an object, eg.

1. When: Object is created in Assets schema
2. If: object matches IQL: objectType = Asset and status IS EMPTY
3. Then: Edit object: status = Configuration Required

Object-based rules use {{object}} - except within branches, which will introduce an {{issue}} smart value to work with. You can change between the rule classes pretty easily by changing the trigger.

I do bulk updates of objects by adding "Action" and "Result" free-text attributes to object types then using this rule:

1. When: Object is updated in Assets schema
2. If: objectType = "Staff Member" and Action = "Update user details"
3. If/else block: If IQL condition: "Okta ID" is empty
   1. Edit object: Action = "", Result = "Okta ID not provided"
4. Else:
   1. Edit object: Action = "", Result = "Could not retrieve user details from Okta"
   2. Send outgoing web request: https://<my-okta-site>.okta.com/api/v1/users/{{object.Okta ID}}
      1. Authorization: SSWS <Okta token>
      2. Wait for response before proceeding
5. If: Advanced compare condition: {{webhookResponse.body.id}} is not empty
6. Edit object:
   1. Result = "User details retrieved"
   2. Manager = {{webhookResponse.body.profile.manager}}
   3. Manager Email = {{webhookResponse.body.profile.managerEmail}}

Then I just need to do a bulk update of objects and set Action attribute to "Update user details" to trigger an update of user objects from Okta.

 

Tip: If you can't see the object-based actions, you're probably in the Project Automation Administration page. All object-based rules must be global, so you have to go to the Global Administration page to add object-based rules and actions.

(Edit: fixed a logic error in the automation above)