Fresh terminology for automation rules and components

An automation ‘rule’ is now a ‘flow', and a ‘component’ is now a 'step’. You may notice some inconsistencies in the documentation while we make this change. Read more about the updates in Automation

Edit work item fields with Jira automation

Consider the following guidance and tips when using automation to edit fields using the Clone, Edit and Transition work item actions.

Add and remove labels

When setting up the Labels field, select More actions (), then Add/remove values to add or remove specific labels to and from the existing set of labels. Using this option will override the default behavior of replacing all existing labels.

"Edit issue" action in Jira automation. The more (…) menu is open to show where the "Add/remove values" option is located.

Add values to multi-select fields

By default, when setting up a multi-select field, you will set the values to the field, rather than add values to any existing values. This means the result of the action will override any other values that already existed on the field. In the below example, the work item will only have one value (Step 1) in its Steps field.

To add new values to the existing values on a field, select the Copy from work item options along with any new values to add. In the below example, the work item’s Steps field will retain any values that were already there, in addition to Step 2.

Edit work items with JSON

You also have the option of editing fields using JSON input, allowing for more advanced field editing. Read more about editing fields with JSON

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