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

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.

1 answer

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:

Kind regards,

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