Set work item security level automatically with Jira Automation
Platform Notice: Cloud Only - This article only applies to Atlassian apps on the cloud platform.
Summary
See how to automatically set security when assigning issues to specific users.
Solution
Prerequisites
Before we create the rule, we'll want to make sure these requirements are met.
There needs to be at least 1 security scheme associated with the project.
The Actor of the Automation Rule needs to be a member of the target Security Level.
By default, Automation for Jira will be set as the Actor.
If we want to keep Automation for Jira as the actor, the Project Role atlassian-addons-project-access must be added to the security scheme.
The Actor of the automation rule needs to have the following permissions:
Browse Projects.
Edit Work Items.
Set Security Level.
The Security Level field needs to be added to the Edit and View screens for the project.
For full details on configuring work item security, please refer to our documentation.
Automation rule to set the security level based on the Assignee
Our example rule triggers when a work item is assigned to a user or list of users, but the automation trigger can be exchanged for any other trigger that matches your requirements.
Visit your project, and select Project Settings > Automation > Create rule.
Use the Work item assigned trigger.
Select IF: Add a condition.
Choose a Work item fields condition.
Select the Assignee field.
Leave the condition as Is one of (default).
Choose the user(s) that should trigger this rule.
Add an Action component to the rule.
Select the Edit work item component.
Select the Security level field.
Choose the appropriate security level.
Save and Turn on the rule.
If you follow this rule outline, remember to choose assignees who belong to the security level you're setting. Otherwise, the assignee may not be able to see the work once the security level is set.
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