Create automation rules in Jira
Rules allow you to automate actions in your system based on criteria you define. Automation rules are made up of three steps: triggers that kick off the rule, conditions that refine the rule, and actions that perform tasks in your site.
To create an automation rule, you can create with Rovo, use a template or start from scratch:
Create a rule with Rovo
To create a rule with Rovo:
From Jira, find the space you want to add a rule in the side navigation and select More actions (…) > Space settings.
Select Automation from the side panel.
Select Create with Rovo.
Describe the rule 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 rule to see how the rule works.
Optionally, rename the rule and edit the rule details.
左側のルールの要約によって、次のように編集します。
Select each component in the rule chain to view and configure it.
Select Add component to add more conditions, branches, or actions.
[ルール詳細] を選択して、名前と初期設定の機能設定 ([所有者] や [実行者] など) を変更します。
ルールが完成したら、(上部の) [オンにする] ボタンを選択して保存し、有効にします。
More on creating rules with Rovo in Jira
テンプレートからルールを作成する
テンプレートからルールを作成するには、次の手順に従います。
From Jira, find the space you want to add a rule in the side navigation and select More actions (…) > Space settings.
Select Automation from the side panel.
Select the Create rule button in the top-right of automation. A dropdown will appear.
[テンプレートを使用する] を選択します。
ルール テンプレートを選択します。
Optionally, rename the rule and edit the rule details.
左側のルールの要約によって、次のように編集します。
Select each component in the rule chain to view and configure it.
Select Add component to add more conditions, branches, or actions.
[ルール詳細] を選択して、名前と初期設定の機能設定 ([所有者] や [実行者] など) を変更します。
ルールが完成したら、(上部の) [オンにする] ボタンを選択して保存し、有効にします。
ルール チェーンには、ルールの指示が含まれています。ルールを有効にすると、コンポーネントは上から下に表示される順序で実行されます。
You can drag and drop to reorder the components however you like, but they’ll only work if they’re in a logical order. For example, if one component needs information from an earlier component, it has to come after it, or it might not work as expected.
To remove a component, hover over it and select the X.
After you enable your rule, confirm that it runs successfully by viewing Status in the automation audit log.
After you turn on your rule, you’ll see a green toggle switch turned ON, indicating that the rule is enabled. You can toggle the switch off to disable the rule at any time.
Alternatively, select Return to rule to go back to the automation Rules tab. The name of your new rule will appear in the rules table, in alphabetical order. Find the row with your rule's name and toggle the Enabled switch to OFF. If you add a new component after enabling, you’ll need to select Update to apply any new changes to the rule.
Create a rule from scratch
To create a rule from scratch:
From Jira, find the space you want to add a rule in the side navigation and select More actions (…) > Space settings.
Select Automation from the side panel.
Select the Create rule 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 component type (conditions, branches, or actions) you’d like to add next.
Note: You must add an action to complete the rule.
ルールが完成するまで、コンポーネントを追加し続けます。
Select Rule details to change any of the following default functionality settings:
Name: Give your rule a name.
Description: Add a description to your rule.
Scope: Select which projects the rule can run in.
Owner: Determine who will receive the emails about the rule.
Actor: The user the rule uses when it runs (example: Actor created the issue).
Notify on error: Select how often the owner should be notified when the rule fails.
Select the Turn on rule button to save and enable your rule.
The rule chain contains the instructions for the rule. Once your rule is enabled, the components will run in the order they appear from top to bottom.
Drag and drop to reorder the components, and hover over the trash can ()to delete them.
Although the feature lets you add components in any order, they may not work in that order.
After enabling your rule, confirm it runs successfully by viewing Status in the automation audit log.
After you turn on your rule, you’ll see a green toggle switch turned ON, indicating that the rule is enabled. You can toggle the switch off to disable the rule at any time. Alternatively, select Return to rule to go back to the automation Rules tab. The name of your new rule will appear in the rules table, in alphabetical order. Find the row with your rule's name and toggle the Enabled switch to off. If you add a new component after enabling, you’ll need to select Update to apply any new changes to the rule.
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