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.
Use the rule summary on the left to make edits:
Select each component in the rule chain to view and configure it.
Select Add component to add more conditions, branches, or actions.
Select Rule details to change the name and default functionality settings (like Owner and Actor).
When your rule is complete, select the Turn it on button (at the top) to save and enable it.
More on creating rules with Rovo in Jira
Create a rule from a template
To create a rule from a template:
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 Use a template.
Select a rule template.
Optionally, rename the rule and edit the rule details.
Use the rule summary on the left to make edits:
Select each component in the rule chain to view and configure it.
Select Add component to add more conditions, branches, or actions.
Select Rule details to change the name and default functionality settings (like Owner and Actor).
When your rule is complete, select the Turn it on button (at the top) to save and enable it.
The rule chain contains the instructions for the rule. Once your rule is enabled, components will run in the order they appear from top to bottom.
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.
Continue adding components until your rule is complete.
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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