How to migrate automation flows

When migrating to cloud using the Jira Cloud Migration Assistant, you can migrate your automation flows along with other project components. This page explains what automation flows you can migrate and how they work after migration.

Before you begin

  • Ensure the Automation for Jira plugin (version 7.2.6 or later) or Automation for Jira Lite plugin (version 7.3.3 or later) is enabled in your Data Center instance.

  • Review your automation flows, especially those with cross-project dependencies

  • Understand that some steps may need reconfiguration after migration

  • The following features are not included in migration:

    • Flow actors

    • Automation audit logs

    • Performance insights

    • Global configuration settings

Understanding automation flows

Before migration, it's important to understand two types of automation flows:

  • Project flows: Specific to individual projects

  • Global flows: Apply across multiple projects

Migration options

When migrating automation flows, you have three options:

  • Migrates flows specific to your selected projects

  • Does not include global flows

  • Includes option to include or exclude disabled flows

Option 2: All automation flows

  • Migrates both project-specific and global flows

  • Only option that includes global automation flows

Option 3 : None

  • No automation flows will be migrated

 

Note: When re-migrating automation flows, your Data Center flows will always replace the existing Cloud flows. Any customizations or changes made to these flows in Cloud will be overwritten by your Data Center version.

Key migration behaviors

  • Flows referencing multiple projects will work partially until all referenced projects are migrated

  • Users and groups mentioned in flows are automatically included in migration

  • All migrated automation flows are disabled on the cloud by default post migration

Automation steps supported in migration

When migrating automation flows, steps have different levels of support in cloud. Here's what each status means:

  • Supported steps: Migrate completely and work the same way in cloud

  • Partially supported steps: Migrate but may have some limitations or behave differently in cloud

  • Unsupported steps: Don't migrate and need to be recreated in cloud

Review your automation flows before migration to identify any using partially supported or unsupported steps.

Fully supported steps

These steps migrate with complete functionality and work as expected in cloud:

Step type

Supported items

Triggers

  • Service limit breached

  • SLA threshold breached

  • Sprint created

  • Sprint started

  • Sprint completed

  • Version created

  • Version released

  • Version unreleased

  • Version updated

  • Work logged

Actions

  • Assign work item

  • Clone work item

  • Create work item

  • Create subtasks

  • Create variable

  • Delete comment

  • Delete attachments

  • Edit work item

  • Log action

  • Log work

  • Lookup work items

  • Manage watchers

Branches/Conditions

  • Advanced compare condition

  • Work item attachments

  • JQL condition

  • User condition

  • If-else block

  • Work item fields condition

Partially supported steps

Partially supported steps migrate to the cloud but might exhibit differences in functionality due to feature parity between Jira on-premise and cloud environments. This means that certain features or settings available on-premise may not exist or behave differently in the cloud, resulting in a slightly altered user experience.

It's important to verify each step post-migration to ensure it functions as expected. If you notice any discrepancies, you can manually adjust settings to align with your original setup.

What You Can Do:

  • Review and test: After migration, review all partially supported steps and test their functionality in the cloud environment.

  • Manual adjustments: For any differences observed, manually reconfigure the steps to match your needs.

Step

Partially supported steps

Triggers

  • Field value changes

  • Incoming webhook

  • Manual Trigger

  • Multiple work item events

  • Scheduled

  • Work item assigned

  • Work item commented

  • Work item created

  • Work item deleted

  • Work item link deleted

  • Work item linked

  • Work item moved

  • Work item transitioned

  • Work item updated

Actions

  • Add Service Management customer

  • Comment on work item

  • Create Service Management request

  • Create version

  • Delete work item

  • Delete work item links

  • Link work items

  • Re-fetch work item data

  • Release version

  • Send email

  • Set entity property

  • Transition work item

  • Unrelease version

Branches/Conditions

  • Branch flow/related work item

  • Related work item condition

Unsupported steps

These steps won't migrate and need to be recreated in cloud if needed:

Step

Unsupported steps

Triggers

  • Work item Archived

  • Work item Property Updated

  • Work item Restored

Actions

  • Archive work item

  • Outgoing webhook

  • Publish Event

  • Send Twilio notification

  • Send Microsoft Teams Message

  • Send Slack Message

  • Send Web Request

Branches/Conditions

--

More information and support

We have a number of channels available to help you with your migration.

Still need help?

The Atlassian Community is here for you.