Getting Started with Automation for Jira

Explore the concept of automations for Jira, learn how to create, edit, manage, import and export automations, and get up and running quickly with practical guidance.

Understand automation for Jira as a rules-based add-on, with project and global rules, licensing considerations, and a simple trigger–action example.

Create your first Jira automation by triggering on issue creation, using the issue collector and Eldora as the reporter, then edit a custom field to listener request and enable notifications.

Find project and global automation rules in Jira by using project settings > automation for project rules, or global administration for global rules, and ensure you have global admin permissions.

Explore the global automation interface in Jira, including rules, audit log, usage, and import/export options, and learn how to manage global and project rules for efficient automation.

Create a global Jira automation rule that runs across all projects and automatically close duplicate issues by linking them and transitioning the issue to done, then test across projects.

Edit an existing Jira automation rule by updating project settings, adding or removing components, and configuring actions like sending emails to users or groups with custom content.

Diagnose automation issues with the audit log to trace top-to-bottom rule execution, reorder actions, and publish so emails fire only after the listener request condition matches.