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project automation

Natalia Matamala January 23, 2024 edited

I'm creating an automation in Jira so that when a request goes from "in progress" to "completed" it sends an email to the request reporter, I'm creating this in a specific Jira project and I don't know how to do Jira. I detected the informant and sent him the email that I have configured to send him, the informant may vary

 

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BHUSHAN PATIL
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January 23, 2024

Hi @Natalia Matamala ,

To can create automation you can use the following steps:

  1. Create a new automation rule:
    Navigate to your Jira project and select "Project settings" > "Automation" > "Create rule"
    Choose the trigger as "Issue transition" and select the transition from "in progress" to "completed."
  2. Add a condition:
    If needed, you can add a condition to further specify the rule, such as the issue type or any other relevant criteria.
  3. Add an action to send an email:
    In the actions section, select "Send email" and configure the email to be sent to the request reporter.
    Use the smart value {{issue.reporter.emailAddress}} to dynamically include the email address of the request reporter in the "To" field of the email.
  4. Configure the email content:
    Customize the email subject and body as per your requirements. You can use smart values to include issue-specific information in the email content, such as {{issue.key}} and {{issue.summary}}.
  5. Save and activate the rule:
    Once you have configured the rule, save it and ensure that it is activated to start sending emails to the request reporter when the specified transition occurs.

Regards,
Bhushan

BHUSHAN PATIL
Rising Star
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Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
January 23, 2024

Screenshot 2024-01-23 202654.png

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Michel Neeser
Community Leader
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January 23, 2024

Hi @Natalia Matamala and welcome!

Do I understand you correctly that your automation rule is not running as expected? Can you share a screenshot of your existing automation with us?

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