Automation in Work Item Intake

Christopher Holmes_iuexl7

Hello all,

I have recently ventured into the automation rules to automate some data entry for fields in my work items,  I thought I would share my success story,  🎉

We have a single intake point and many teams and each have Stakeholders and a Team Lead.  The first automation rule I wrote sent an email to the team lead whenever a new work item is added to his/her team.  The teams were getting blindsided by these items in some cases because the lead was not always set as an assignee and no notice was sent otherwise.  I added a rule for each team.  These could likely be combined into one more complex rule but for the sake of myself and others I kept it simple. 

I also set up a rule to email Stakeholders and set that field which I did combine into a single rule.  It was a simple If/Then/Else ladder.  I also verified a few other fields to reduce duplication and account for work moved across teams.  So, I am growing in my ability.     

I started here and found my way to other topics such as Smart Fields and Branching Logic, 

https://support.atlassian.com/cloud-automation/docs/create-and-edit-jira-automation-rules/ 

Bill Sheboy

Hi @Christopher Holmes 

Repeating my earlier question when you posted this content as a question:

...where did you create the rule in the image you show?  Is this an actual rule in Jira?

The image appears to show a trigger with Field Value Changed for a work item field, with the Team and Created fields selected.

But, the Created field cannot be selected for that trigger.  There is a separate trigger for Work Item Created as it has a different issue event.  (And that other trigger has known problems which would impact the other rule steps you show.)

Do you perhaps instead have a field named Team, Created?  If so, that will likely cause rule maintenance and confusion problems later due to the comma in the field.

 

Kind regards,
Bill