Automations, how to apply the rule

Scott H April 20, 2024


I've just created my first automation, but I'm not sure how to link the automation rule to a task.

 

If I create an automation and then navigate to ACTIONS > + CREATE AUTOMATION, will this automation automatically apply only to this task, or is there an option to apply this rule to multiple tasks?

 

Thank you kindly 

 

 

 

Screenshot 2024-04-20 at 17.04.34.png





2 answers

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John Funk
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April 20, 2024

Hi Scott,

Let's first start with what you are wanting to do. "When I do this, I want this to happen ..."

Scott H April 20, 2024

Hi John, Thank you!

For the automation, I want to create it so that when I mark this 'task' as 'done', it would relist the task again on a date or this day of the month, week, year etc.

Im needing certain tasks to reque from our task list

John Funk
Community Leader
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Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
April 20, 2024

Gotcha. Take a look at this article then and see if it helps you. If it does, please give it a Like.  :-)

https://community.atlassian.com/t5/Jira-articles/Creating-a-Flexible-Recurring-Task-Issue/ba-p/2040862

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Bill Sheboy
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April 20, 2024
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Scott H April 30, 2024

Thank you @John Funk @Bill Sheboy

After I create a task, is that the only area where the automation is created? I assume it's not assigned to the task at that point, as the process only opens the automation screen. It looks like I'll need to assign it to the created task myself in the automation screen.

Bill Sheboy
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April 30, 2024

Hi, Scott.

Automation rules run when something happens, they are not associated to a specific Jira issue.  For example:

  • when an issue is created
  • when a specific issue field changes
  • when an issue transitions from / to a status
  • on a specific date / time schedule
  • ...

You described something like this:

GIVEN a task exists that I want to duplicate
WHEN that task transitions to Done
THEN clone that task (perhaps with some date field set into the future, assigned to a specific person, etc.)

I recommend reviewing this material before proceeding:

https://www.atlassian.com/software/jira/guides/automation/overview#what-is-automation

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John Funk
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May 9, 2024

Checking in on you @Scott H  - how's this going? 

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YY哥
Community Leader
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Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
April 20, 2024

Hi @Scott H 

Welcome to our Community.

Please change the trigger to Manual Trigger and then you will see it there.

Thanks,

YY哥

Scott H April 20, 2024

Thank you, I'm unsure how to change it to manual? 

YY哥
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
April 20, 2024

Hi Scott, please see:

image.png

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