Creation of a document in confluence from jira automation

[Antonio Domenech Picó]

Is it possible from a jira automation to create a document in confluence and that the document generated in confluence is filled with fields that have been entered in jira?
Is it possible to do this also with the title field?

In confluence I am using a template that I have created with the same fields that I fill in when creating an issue in jira.

This is the rule in confluence, it works but create a document based in the template with the same name that in Título field

 

This is the result in confluence

All the fields must to be filled with the information from jira.

Thanks in advance.

[Julien Peyrade _ Elements · Accepted solution]

Hello @Antonio Domenech Picó 

If you don't mind using an add-on, Elements Publish to Confluence lets you do exactly what you are asking.

Full disclosure: I'm the Product Manager of the app.

With our app you can create Confluence pages from Jira issues. It integrates with Automation, but it has many more features than the native solution. Indeed, you can : 

• insert any Jira issue data in the Confluence page (and keep the value synchronized between the issue and the page if needed), including the Confluence page title
• use any Confluence template you need or design the page yourself
• automatically link the page to the issue
• automatically copy attachments from Jira to Confluence

The app is free for 30 days, (and stays free if your instance is under 10 users), so feel free to give it a try, and don't hesitate to tell reach our Support if you have any question.

Kind regards,

Julien

[Antonio Domenech Picó]

I will try it 

We are using esign in confluence, I want to think that it will be possible to add from jira automation the people who have to sign the document in confluence, the question is, your addon allows that once all the stakeholders have signed, the status of the jira task, which triggered the confluence document, will change to another status.

Thanks @Julien Peyrade _ Elements 

[Vamsi Kandala · Accepted solution]

Hi @Antonio Domenech Picó

You can use the 'Send web request' action component in the automation rule to create the Confluence page and pass the content accordingly.

Refer to Confluence REST API documentation here for more information and examples:

https://developer.atlassian.com/cloud/confluence/rest/v1/api-group-content/#api-wiki-rest-api-content-post

Also, since you already have the template in Confluence (create one if you not available), open the template page and click on the three dots at the top right corner of the page, go to 'Advanced details' and select 'View Storage Format'.  It will provide you with the HTML data of the page if it has any tables/ macros inserted.

You can then use this HTML data as the Confluence page content in the automation rule along with using Jira smart values to populate the ticket details in the content, like for page title, if you want to use the ticket 'Summary', you can use the smart value {{summary}}.

Please refer to this for more information and examples related to smart values in Jira:

https://support.atlassian.com/cloud-automation/docs/smart-values-in-jira-automation/

Hope this helps.

Thanks,
Vamsi

[Stefan Salzl]

@Vamsi Kandala 

Awesome answer 🖖🖖#

Keep it up 💪💪

Best
Stefan

[Vamsi Kandala]

Thank you @Stefan Salzl

Regards,

Vamsi

[Antonio Domenech Picó]

Thank you @Stefan Salzl 

[Vincent Cheung]

Hi all, I don't have this option to click on the 3 dots, then choose Advanced details' and select 'View Storage Format, within the Confluence Template I created.  I am using Confluence Cloud Stardard plan.  

When I click the 3 dots in my Confluence Template (under edit mode), I only have "Preview" and "Add labels" options.  

Please advise...thanks!

[Sheerine Baucum]

@Antonio Domenech Picó Hello! I am the Product Manager for Confluence Automation and I am interested to hear more about this use case. What is the purpose of this form from jira to confluence? Happy to hop on a call if you'd like to schedule some time as well: https://calendly.com/sbaucum

[Antonio Domenech Picó]

The objective is to automate the entire onbording process by creating and assigning the tasks in jira to all the parties involved as well as creating all the necessary documents in confluence for approvals and reading confirmation of documents, SOPs, TASs, etc, with esign.

It is also used for the request of modification of permissions to users, generating also the tasks in jira and the documents that require signature with esign in confluence.

Lastly, it is also used for the employees' cancellation with the same characteristics as the previous ones.

Now I just need to be able to create the user's personal folders in engnyte from jira and assign permissions to the egnyte folders he has access to according to his role, here I am totally lost.

Next week, if you want, we can schedule a meeting and I can show you the project in more detail.

Best regards

[Trang Ngoc Nguyen]

@Sheerine Baucum I just want to add another use case here as well for your information

My customer is a big organization that have a ton of request types and forms related to each request type, and they want to document all of the request types and its content in confluene. Right now with 200 request types to manage, we have a lot of manual work to create and update the confluence page everytime there is a change with a request type. Thus we want to automate this process, such that for example when someone send in an order for a new request type, we will automatically create the documentation for the new request type when the ticket is closed. Or when there is any change to the request type, that will trigger a change to the confluence page as well.