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CLOUD AUTOMATION SUPPORT

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Cloud automation

Documentation

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   Automation basics
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     Key concepts
     * Manage editors for your automation rules
     * What are automation rules?
     * What are smart values?
     * What is a rule actor?
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   * Best practices for optimizing automation rules
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     Monitor automation activity
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     * What is the automation audit log?
     * View execution data for a rule
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     * View performance insights for automation rules
     * How is my usage calculated?
     * View your automation usage
   * Organize your rules with labels
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     Use automation with other applications
     * What are connections in Automation?
     * Connect your automation rule to another tool
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     * Use Jira automation with Confluence
     * Use Atlassian Automation with GitHub
     * Use automation with Microsoft Teams
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     * Configure AWS IAM for Jira automation
     * Configure AWS SNS for Jira automation
     * Use Jira Automation with Microsoft Azure
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   Confluence Cloud automation
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     Manage automation in Confluence Cloud
     * Create automation rules in Confluence
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     Components – Confluence automation
     * Triggers in Confluence automation
     * Conditions in Confluence automation
     * Branches in Confluence automation
     * Actions in Confluence automation
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     Smart values – Confluence automation
     * Smart values in Confluence automation
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   Jira Cloud automation
   * Get started with Jira automation
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     Create and configure Jira automation rules
     * Branch automation rules to perform actions on related issues
     * 
       Create and edit Jira automation rules
     * Enable and disable Jira automation rules
     * Import and export Jira automation rules
     * Issue data (Automation format) payload for Send Web Request
     * Issue data (Jira format) payload for Send Web Request action
     * Limitations in team-managed projects for automation rules
     * Permissions required for Jira Cloud automation rules
     * Run Jira rules as another user
     * Test a Jira automation rule using the Manual trigger
     * Transfer Jira automation rules from one user to another
   * 
     Components in Jira automation
     * Differences between Automation in Jira Server and Jira Cloud
     * Jira automation actions
     * Jira automation branches
     * Jira automation conditions
     * Jira automation triggers
   * 
     Smart values in Jira automation
     * Jira smart values - issues
     * Jira smart values - projects
     * Jira smart values - lists
     * Jira smart values - text fields
     * Jira smart values - users
     * Jira smart values - conditional logic
     * Jira smart values - date and time
     * Jira smart values - math expressions
     * Jira smart values - development
     * Jira smart values - Assets
     * Jira smart values - JSON functions
     * Find the smart value for a field
     * Examples of using math expression smart values
     * Examples of using smart values with dates
     * Examples of using smart values with lists
     * Examples of using smart values with text strings
   * 
     Use Jira automation rules to modify issues
     * Advanced field editing using JSON
     * Convert usernames to account IDs
     * Convert wiki markup to HTML or plain text in Jira automation
     * Edit issue fields with Jira automation
     * Move an issue to another project using automation
     * Transition an issue with automation

Atlassian Support
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Resources
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Jira Cloud automation
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Create and configure Jira automation rules



CREATE AND EDIT JIRA AUTOMATION RULES

Rules allow you to automate actions within your system based on criteria that
you set. Automation rules are made up of three parts: triggers that kick off the
rule, conditions that refine the rule, and actions that perform tasks in your
site.

To create a new rule:

 1.  From your service project, select Project settings > Automation.
     
     * In a team-managed service project, select Service project settings
       > Automation.

 2.  Select Create rule in the top-right corner.

 3.  Select a trigger for the rule.

 4.  Configure the trigger settings and select Save.

 5.  If you want to set conditions, actions, or branches on the rule, select New
     component.

 6.  Select whether you want to add a New branch, New action, or New condition.

 7.  Configure the settings for your branch, action, or condition.

 8.  Select Save.

 9.  Repeat steps 6–8 as needed to configure your rule.

 10. Give your rule a name, then select Turn it on.

Once your rule is created, you can edit its details at any time from the rule
details.


CONFIGURE YOUR NEW RULE

Your rule configuration will be displayed in the rule-chain. You can add new
components anywhere along the rule-chain. You can also drag and drop existing
components to rearrange the order and logic of your rule.

When viewing the details of a rule, you can edit its main properties, such as
its name, the projects it applies to and whether or not it is enabled.


EDIT THE DETAILS OF A RULE

 1. On the rule listing, select the name of the rule you want to edit.

 2. Edit the rules of the detail as needed. The following properties are
    available to edit:
    
    * The Name and Description.
    
    * The Scope of the rule. This will determine the projects the rule will run
      across and can only be edited from the global administration settings.
      Your rule can run across:
      
      * a Single project
      
      * a selection of Multiple projects
      
      * all projects in your Jira instance
      
      * all projects of a specified project type, e.g. all Software projects
    
    * Whether or not to Allow rule trigger.
    
    * Allow rule trigger to specify whether or not actions in a rule can trigger
      other rules. By default, to avoid rule execution loops, automation actions
      in a rule will not trigger other rules.
    
    * Notify on error to specify the notifications the rule owner will receive
      if the rule fails.
    
    * The Owner of the rule.

 3. Select Save to apply your changes.


LEARN MORE

Check out hundreds of automation rule templates in our Jira automation template
library.

 

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ADDITIONAL HELP

Ask the Community
 * Create and configure Jira automation rules
 * Branch automation rules to perform actions on related issues

 * Create and edit Jira automation rules

 * Enable and disable Jira automation rules
 * Import and export Jira automation rules
 * Issue data (Automation format) payload for Send Web Request
 * Show more

On this pageConfigure your new ruleEdit the details of a ruleLearn more
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