Challenges with Managing Automation in Jira Workflows

Kenan qureshi January 16, 2025

Hi everyone,

I’ve been using Jira to manage my team’s workflows, and I’ve run into some challenges with scaling automation rules for larger or more complex projects. For example, I’ve noticed conflicts between certain rules, especially when custom fields or multiple dependencies are involved.

Do other people have any similar experiences? How do you debug and solve such problems? Are there some best practices or strategies for managing automation in Jira effectively, particularly with complicated workflows?

I
 appreciate your tips or suggestions.

3 answers

2 votes
Bill Sheboy
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January 16, 2025

Hi @Kenan qureshi -- Welcome to the Atlassian Community!

With a more complicated / large scale / heavy usage of automation environment, it is likely managing the effective use of rules (and their health) will require staffing for a full time role / position in addition to any existing Site Admin positions.

Actively manage site permissions.  Work with your Jira Site Admins to audit and effectively manage who has elevated site permissions and who can add / remove marketplace addons for the site; both can greatly impact the behavior and health of automation.  Same thing for JPD admin / creator or JSM admin / agent users as those have independent automation rules with special privileges that could impact the Jira software's automation and projects.

Use and enforce proper change management for rules: consider your rules to be "enterprise production code", so proceed accordingly.  This will include extra work to design, test, and document rules.  (Sadly, there is no REST API yet for rule management to help.)  There are several community posts describing methods to use Confluence for such rule management, including bulk parsing of exported rules to create documentation pages.  Change management may include using a formal intake process to define rules beyond single project scope for impact assessment, and severely constraining who is permitted to use the Send Web Request action (as that can bypass rule scoping).  Perhaps also use sandboxes or free license test sites to manage the "blast radius" of rule testing and improve experimentation safety.

As @Dick describes, use the narrowest possible scope needed for each rule.  Do not make them all global or multiple-project scope initially.  That will certainly lead to a possibly unrecoverable / irreversible disaster due to a simple accident such as a typo.  Perhaps even consider implementing automated site backups using custom code or marketplace apps to mitigate the above risks.

Read the documentation, and learn how racetrack errors / conditions manifest in rules, and learn how to mitigate them through changes in rule design and effective use of the Re-fetch Issue and Delay() actions.

Actively monitor rule usage and errors at a site level.  As noted earlier, this will take time and so should be staffed accordingly.

Actively monitor the automation ecosystem by: checking the Atlassian status pages, watching the community for early-warning of symptoms / changes, reading the weekly release blog, and reading the public backlog for new defects / suggestions.

Kind regards,
Bill

1 vote
Atlass Monster
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January 16, 2025

Create your rules with Global scope in first place. 

You can never know what might be different in one project vs another. Test anything that could break or not work in a Sandbox instance (Only for Premium and Enterlame subscriptions). 

When the stock Automations can't handle it migrate to ScriptRunner or other sadly paid alternative.  

1 vote
Dick
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January 16, 2025

Hi @Kenan qureshi Welcome to the Atlassian Community

The most effective way to manage your automations is by restricting the scope in which they operate. Also there's an option to tick whether or not an automation can run as a result of the modifications of another automation. 

Kind regards,

Dick

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