Can an automation rule be exported or imported?

[Craig Weston]

I want to move an automation from my "test" project to my "live" project within the same jira instance. the projects are otherwise identical, and the rule is somewhat complex. Is there a way to do this without diving into the database?

Thanks all,

Craig

[andreas · Accepted solution]

Hi Craig,

Yes, you can copy rules with Automation for Jira.  So  in your 'Live' project you can simply hit the '...' menu top right and select 'Copy rules':

Then you can select the source project & rule you want to copy from your 'test' project.

You can also export/import all rules from a Jira instance as a global admin: https://docs.automationforjira.com/upgrade/import-export.html

Cheers,
Andreas

[Brant Schroeder]

Whoops missed it was for automation plugin.

[Craig Weston]

Thank you for replying.

There are tools to copy within a project, but nothing that I saw that will copy from project to project from what I could tell.   Thanks though.

[andreas]

Hi Craig,

So if you use that 'Copy rules' link from my screenshot above, you can copy a rule from one project to another. This is the next screen you get to select the rule you want to copy:

You may have to visit this from the  global admin section 'Automation rules' as a global admin to get the list of full projects.

Cheers,
Andreas

[Craig Weston]

Thanks, this must be a new version as I don't have that option. I can export all from the global menu however.

[Craig Weston · Accepted solution]

On the Global page you can export and import all the rules as JSON. 

[Brant Schroeder · Accepted solution]

There is no way to export and import an automation.  I believe plugins like this https://marketplace.atlassian.com/apps/1211611/configuration-manager-for-jira?hosting=server&tab=overview allow you to sync from one instance to another.

[sean archer]

If you hold your mouse over the end of your project rules you will see dots appear 

[Milo Grika]

View the rule in question, under the Scope drop-down menu select All projects, or select Multiple project and add (and delete) the ones you want.

[Jose Luis Lopez]

Multi-projects automation depends on your Jira plan. Make sure that you can use it.

Single project: no limits

Multi-projects: you need the premium version and you have limits.

[Milo Grika]

True, but you can duplicate an automation and therefore have the same automation in multiple projects without the premium price tag.

[Ryan Cabanas]

@Milo Grika I think that was the original question at the start of this thread, though.  How do you easily duplicate an automation from one "single project" to another "single project"?  I haven't been able to do it via an export/import.  I can export an automation from a single project, but I seem to only be able to import it at a global level and am unable to import it to another single project, which is a real bummer.  Thanks.

[Janos Toth-Egetö]

Found a workaround for this problem, you can create a rule on global/multiproject level, export as json, then import on global level again, but restricting the scope to only one single project.

The imported rule will then show up on project level only.