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Create a custom automation rule

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This article is relevant to Legacy automation in service projects created before August 30, 2021. If you don’t see Legacy automation in your service project, check out these Automation articles.

To create a custom automation rule:

  1. From your service project sidebar, select Project settings > Legacy automation. In team-managed service project, select Service project settings.

  2. Select Add rule.

  3. Select Custom rule from the list and then select Continue. The rule configuration screen appears.

  4. Configure your rule by selecting and defining the fields under the sections When this happens..., If these match..., and Then do this... fields.

  5. You can add an optional Otherwise, if these match... set of conditions and associated actions (Then do this...) by selecting Add Branch. See the table below for the available options.

  6. Select Save and you're all set.

You can have up to 30 automation rules. Each rule can have up to 30 branches.

Learn how to use advanced search with Jira Query Language (JQL).

Learn how to use when, if and then statements.

This page is for company-managed projects

If the lower-left of your service project sidebar says you're in a team-managed project, check out these team-managed project articles instead.

Learn more about the difference between company-managed and team-managed projects.


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