Your first stop for learning how to get started with Jira Service Management.
An automation rule is made up of three parts:
When this happens… statements trigger the rule.
Optional If these match… conditions narrow the trigger to effect only certain issues, users, comments, links, statuses or resolutions.
Then do this… statements perform an automated action.
When this happens
Automation rules require one When this happens… trigger to start an automated acton. Here’s all the available When this happens… triggers:
A comment is added to an issue.
A comment on an existing issue is edited.
An issue is created in the project.
Issue resolution changed
The issue's resolution field is set or modified.
An issue transitions through a stage in its workflow.
A linked issue is transitioned
An issue linked in the same Jira cloud site transitions through a stage in its workflow.
Participant added to issue
A request participant is added to the issue.
Organization added to issue
An organization is added to the issue, or someone shares an issue with an organization.
The issue transitions to a workflow stage that requires approval. Learn more about approvals
An approval step on an issue is accepted or declined. Learn more about approvals
SLA time remaining
The issue's SLA cycle reaches a certain time remaining.
If these match
Use optional If these match… conditions to target specific issues or other activity on your .
If these match… statements vary depending on the When this happens… trigger.
Here’s all the available If these match… conditions:
An issue matches a certain filter.
A comment is visible either internally to agents or externally to customers.
The user type is customer or agent.
A comment contains a key phrase.
Comment is primary action
A comment is the primary action and not the consequence of another action.
The issue's resolution status change either sets or clears the resolution field.
Status change visible to customer
The issue's workflow status change is visible to the customer.
Link type matches
A link type matches a certain type of link.
Linked issue matches
A linked issue matches a certain filter.
Then do this
A When this happens… trigger sets the rule in motion. The Then do this… action is the automated action or outcome of the trigger.
Here’s all the available Then do this… actions:
an issue forward or backward through its workflow.
Comment internally to agents or externally to customers on an issue.
Prompt specific users via an @mention.
Approve or decline a request based on your IF field.
Edit request type
Change an issue's request type. Be sure your request types are the same issue type before applying this rule.
Create a new linked issue in any project on the same site.
Change a field in the issue, such as assignee or priority. This affects fields that may not appear in each issue type.
Send a custom email notification.
Send a POST request.