Manage automation templates
To simplify and align the ways of work inside your team or organization, you can apply project or global templates.
Space admins can manage project automation templates for their specific Jira Product Discovery spaces. Jira admins can manage global templates that will be applied to all the Jira Product Discovery spaces that are on their site.
Use a template
Depending on your role, choose one of the following options:
If you are a space admin, go to the needed Jira Product Discovery space, and select Space settings > Automation > Templates.
If you are a Jira admin, on the upper right of the navigation bar, select ⚙️ > System > Global automation > Templates.
Choose the needed template from the template library, and then select Turn it on.
Additionally, customize the template according to the needs of your space by entering or selecting the applicable values.
Once the template is enabled, you can adjust or disable it at any time.
Jira Product Discovery has the following templates available:
Project automation templates:
When an idea is transitioned to delivery → create delivery work item
When an idea is done → archive it
When an idea has been idle for 3 months → notify assignee
When an idea has been idle for 4 months → move it back to parking lot
When an idea is transitioned to discovery → add watchers
When an idea is added to the roadmap → update Slack channel
When an idea is created → create corresponding Confluence page
Global automation templates:
When a delivery ticket is created → copy description from idea
When a delivery ticket is done → mark idea as done
All these templates are customizable according to the needs of yout Jira Product Discovery spaces.
Best practices regarding formatting
As some Jira Product Discovery fields aren't fully supported by Jira automation at the moment, here are known heads up on formatting for some fields:
Edit/populate a Jira Product Discovery date field
{
"fields": {
"customfield_0000":"{\"start\":\"{{now.jiraDate}}\",
\"end\":\"{{now.jiradate}}\"}"
}
}Edit/populate a Jira Product Discovery checkbox field
{
"fields": {
"customfield_0000":1 }
}Customization examples
You can additionally customize automation rules based on your space needs. Check other examples of how to automate actions for your delivery tab in Jira Product Discovery.
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