We are looking to introduce agents model in our business who will be referring lot of customers to us. Unfortunately we can’t give Jira access to all agents as it will increase our costs (we are using Jira software at the moment). Also there is an issue with not being able to create our own reports. So to address these 2 issues, we hired a team of web developers who are going to create agents portal and also user dashboards. In agents portal we want to show the agents cases (agent email id in on if the fields is uniq agent id) that are referred by us and dashboards highlighting their performance and bonus. Can u please help us with pointing out which APIs our dev team should use to achieve the below,
1) Extract data from Jira (all issues and fields related to it) on regular basis using APIs
2) once full data is extracted, from the next extract, only extract info related to newly created issues and updates issues
3) Create a new issue every time an agent registers a lead on the website.
In order to create an agent portal separated from JSM, you have to design the system so it uses an automated bot user as authentication to connect to Atlassian apps. Then you can design a login access system to use that single automation user by the various agent. So each agent can have an independent access to your custom portal, retain their individuality which uses a single bot user access to Atlassian app.
1) You can use the search for issue JQL for extracting issues. That way you can fine tune the issues you hope to extract.
2) I think you should go with Jira webhooks here, it can notify you when an issue is created with the payload.
3) That can simply be done with Jira's own automation feature. So you need to do a configuration that can work dynamically here.
Hello @Nirvana Admin Team ,
Welcome to the Atlassian Community!
Together with the guidelines already provided by @Prince Nyeche I'd like to also mention that you can find all the development documentation for Atlassian Cloud applications by clicking on the below link:
Finally, in case further help would be needed on development related topics, you may want to reach to the resources listed in: https://developer.atlassian.com/resources/
can the developers use Search API (https://docs.atlassian.com/software/jira/docs/api/REST/1000.824.0/#api/2/search-search) to get all issues at the first instance to load on our external database. And then on use webhooks or API @Dario B suggested to keep it up to date?
Hello @Nirvana Admin Team ,
Whether it is better to use Webhooks or an Automation it really depends on your requirements and the involved scenario.
However, being on a Free plan, you have some limitation on the number of automation rules executions that you should be aware of. Please see below page for details:
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