Create automation flows in Jira
Flows allow you to automate actions in your system based on criteria you define. Automation flows are made up of three steps: triggers that kick off the flow, conditions that refine the flow, and actions that perform tasks in your site.
To create an automation flow, you can create with Rovo, use a template or start from scratch:
Create a flow with Rovo
To create a flow with Rovo:
From Jira, find the space you want to add a flow in the side navigation and select More actions (…) > Space settings.
Select Automation from the side panel.
Select Create with Rovo.
Describe the flow you’d like to create, including a trigger and action. You can also use one of the examples provided by selecting Show me an example.
Select Preview flow to see how the flow works.
Optionally, rename the flow and edit the flow details.
Use the flow summary on the left to make edits:
Select each step in the flow chain to view and configure it.
Select Add step to add more conditions, branches, or actions.
Select Flow details to change the name and default functionality settings (like Owner and Actor).
When your flow is complete, select the Turn it on button (at the top) to save and enable it.
More on creating flows with Rovo in Jira
Create a flow from a template
To create a flow from a template:
From Jira, find the space you want to add a flow in the side navigation and select More actions (…) > Space settings.
Select Automation from the side panel.
Select the Create flow button in the top-right of automation. A dropdown will appear.
Select Use a template.
Select a flow template.
Optionally, rename the flow and edit the flow details.
Use the flow summary on the left to make edits:
Select each step in the flow chain to view and configure it.
Select Add step to add more conditions, branches, or actions.
Select Flow details to change the name and default functionality settings (like Owner and Actor).
When your flow is complete, select the Turn it on button (at the top) to save and enable it.
The flow chain contains the instructions for the flow. Once your flow is enabled, steps will run in the order they appear from top to bottom.
You can drag and drop to reorder the steps however you like, but they’ll only work if they’re in a logical order. For example, if one step needs information from an earlier step, it has to come after it, or it might not work as expected.
To remove a step, hover over it and select the X.
After you enable your flow, confirm that it runs successfully by viewing Status in the automation audit log.
After you turn on your flow, you’ll see a green toggle switch turned ON, indicating that the flow is enabled. You can toggle the switch off to disable the flow at any time.
Alternatively, select Return to flow to go back to the automation Flows tab. The name of your new flow will appear in the flows table, in alphabetical order. Find the row with your flow's name and toggle the Enabled switch to OFF. If you add a new step after enabling, you’ll need to select Update to apply any new changes to the flow.
Create a flow from scratch
To create a flow from scratch:
From Jira, find the space you want to add a flow in the side navigation and select More actions (…) > Space settings.
Select Automation from the side panel.
Select the Create flow button in the top-right of automation. A dropdown will appear.
Select Create from scratch.
Select a trigger.
Optionally, add conditions to your trigger. Edit it (if needed) and select Next.
Select the step type (conditions, branches, or actions) you’d like to add next.
Note: You must add an action to complete the flow.
Continue adding steps until your flow is complete.
Select Flow details to change any of the following default functionality settings:
Name: Give your flow a name.
Description: Add a description to your flow.
Scope: Select which projects the flow can run in.
Owner: Determine who will receive the emails about the flow.
Actor: The user the flow uses when it runs (example: Actor created the issue).
Notify on error: Select how often the owner should be notified when the flow fails.
Select the Turn on flow button to save and enable your flow.
The flow chain contains the instructions for the flow. Once your flow is enabled, the steps will run in the order they appear from top to bottom.
Drag and drop to reorder the steps, and hover over the trash can ()to delete them.
Although the feature lets you add steps in any order, they may not work in that order.
After enabling your flow, confirm it runs successfully by viewing Status in the automation audit log.
After you turn on your flow, you’ll see a green toggle switch turned ON, indicating that the flow is enabled. You can toggle the switch off to disable the flow at any time. Alternatively, select Return to flow to go back to the automation Flows tab. The name of your new flow will appear in the flows table, in alphabetical order. Find the row with your flow's name and toggle the Enabled switch to off. If you add a new step after enabling, you’ll need to select Update to apply any new changes to the flow.
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