Rules allow you to automate actions within your system based on criteria that you set. Automation rules are made up of three parts: triggers that kick off the rule, conditions that refine the rule, and actions that perform tasks in your site.

To create a new rule:

  1. Navigate to Project settings Automation. In a team-managed service desk, select Service project settings.

  2. On the rule listing, select Create rule in the top-right corner.

  3. Select a trigger for the rule.

  4. Configure the trigger settings and select Save.

  5. If you want to set conditions on the rule, select New condition and select from the list of available conditions.

  6. Configure the condition settings and select Save.

  7. Select New action, and select from the list of available actions.

  8. Configure the condition settings and select Save.

  9. Give your rule a name, and select Turn it on.

Once your rule is created, you can edit its details at any time from the rule details.

Your rule configuration will be displayed in the rule-chain. You can add new components anywhere along the rule-chain. You can also drag and drop existing components to rearrange the order and logic of your rule.

When viewing the details of a rule, you can edit its main properties, such as its name, the projects it applies to and whether or not it is enabled.

Edit the details of a rule

  1. On the rule listing, select the name of the rule you want to edit.

  2. Edit the rules of the detail as needed. The following properties are available to edit:

    • The Name of the rule, and a Description.

    • The Scope of the rule. This will determine the projects the rule will run across and can only be edited from the global administration settings. Your rule can run across:

      • A Single project.

      • A selection of Multiple projects.

      • All projects in your Jira instance.

      • All projects of a specified project type, e.g. all Software projects.

    • Whether or not to Allow rule trigger

    • Allow rule trigger to specify whether or not actions in a rule can trigger other rules. By default, to avoid rule execution loops, automation actions in a rule will not trigger other rules.

    • Notify on error to specify the notifications the rule owner will receive if the rule fails.

    • The Owner of the rule.

  3. Select Save to apply your changes.

Learn more

Check out 100s of automation rule templates in our Jira automation template library