Auto Assign Categories for each Project Created in JIRA Work Management

Sandra Middleton March 27, 2023

Is there a way to auto assign a Category for each Project Created in JIRA Work Management? This would be based upon the department of that is creating that project. For instance, if the Training Department staff member creates a project in JWM, that project would be assigned under "Training Department" category.

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Trudy Claspill
Community Leader
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March 27, 2023

Hello @Sandra Middleton 

Let us clarify terminology first.

In Jira there are Projects. Projects contain issues.

Jira Projects themselves can be assigned a Project Category in the Details section under Project Settings.

Screen Shot 2023-03-27 at 12.39.52 PM.png

 

In Work Management Projects there is also a Category field that can be set for each Issue in the Project.

Screen Shot 2023-03-27 at 12.41.26 PM.png

 

Given that, are you asking about automating the assignment of a Project Category to each Work Management project, or automating assignment of Category in Issues in a Work Management project?

Sandra Middleton March 27, 2023

Hi Trudy! Thanks for responding. I am asking about automating the assignment of a project category to each work management project. The automation would be based upon the department of the staff member creating the project. 

Trudy Claspill
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
March 27, 2023

How would Jira know the department of the person that created the project? Do you have that information in Jira?

You can create a Global rule (from Settings > System > Global Automation) with the Trigger for "Project Created".

If you have a method to identify the department of the user that created the project (triggered the rule) then I think you could use a Send Web Request action to invoke the Jira REST API to set the Project Category field.

https://developer.atlassian.com/cloud/jira/platform/rest/v3/api-group-projects/#api-rest-api-3-project-projectidorkey-put

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