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Now that we are moving our processes into Jira, I would love to stop having to maintain both Jira and an external Word doc each time a step changes. I can export my automation to .json, into notebook, then see I could eventually turn it into an Excel document most likely. Has anyone found a fast way to run a report that provides you with all the details from the automations (all the summaries, descriptions, smart tasks, etc. for each subtask)?
Hi @Sarah Edell
I am unclear what you are asking; you mention both exporting automation rules and then details from issues like subtasks.
Would you please clarify: what problem are you trying to solve? That is, "why"? Knowing that may help the community to offer suggestions. Thanks!
Sure, Bill. In the old days, we had paper process guides/checklists. Now, we have converted them to Jira tasks, subtasks, with automation and workflow. But managers and auditors still want a tangible thing they can read to understand what our processes and flows are. They don't want to go into Jira to click into each thing and try to figure it out. So I would like to be able to export my automations of tasks and subtasks in a somewhat narrative format. I do not want to have to maintain Jira and an external document. I want to be able to make a change in Jira, export the whole process again, and have the most updated process chart. Then, next week, we decide to tweak process, so I tweak some subtasks, validation rules, etc., and do another export to immediately have a new version of the process chart to hand to manager X or auditor Y. Does this help?
Thanks for clarifying, Sarah.
Unfortunately there is no public REST API to manage automation rules yet. Here are a couple of suggestions for that capability, which you may watch / vote for to see progress:
While we wait for that to happen... :^)
You may search and find some posts in the community where people tried to perform change management and documentation for rules, all of which involve manual steps currently. Some things I have seen included: