youngmon/atlassian-qna huggingface dataset:
Automation - assign labels Essential Accessibility
Asked by Gareth Blake-Coggins:

We have recently integrated our Jira Cloud instance with our Essential Accessibility platform and I am looking for a trigger in automations to allow me to automation label assignments on task which are "pushed" from eAP.

I'm thinking maybe incoming webhooks may hold the answer but looking for some guidance from anyone who may have implemented this previously


Answers:
author: Simmo
body: Hi [@Gareth Blake-Coggins](/t5/user/viewprofilepage/user-id/1329161),

We don't have any Automation integration with Essential Accessibility so at first glance it sounds like web hooks would be the right vehicle for what you are wanting to achieve.

Is it a case of send a webhook and then lookup the issue and apply a label?

Cheers,

Simeon

comments: author: Gareth Blake-Coggins
body: Hi [@Simmo](/t5/user/viewprofilepage/user-id/3608665) yes what we would like to achieve is when we push a ticket from an eAP project into the linked Jira Project - the jira ticket automatically has a label assigned to it for ease of identification.


author: Simmo
body: If there is an easy way to identify this you could maybe use an issue created trigger and add the label that way?


Tags: early-access
Using webhook with page actions - how to set source page?
Asked by Edward Webb:

I am using Confluence Automation and want to copy a page.  

I want to do it when it receives a webhook from Jira Automation.  

All the actions say "will use the page of the trigger"  

But the webhook trigger describes no way to set an ID or CQL as the 'page' for subsequent actions to use, and there is no 'lookupPage' like Jira llaows for issues.  

<br />

Question: How can web trigger rules do anything useful to pages?


Answers:
author: Sam Harding
body: Hi [@Edward Webb](/t5/user/viewprofilepage/user-id/1280846)

One way to do what you are describing is to use a combination of the webhook body's smart value, and the Branch Component \`Branch rule / related entities\`. The branching would essentially be a functional replacement for the 'lookupPage' concept.  

In the sending of the webhook from Jira, you could include a page ID or a page title, then use the smart value \`title = {{webhook.body.title}}\` for the value of the CQL in the branch component. The rest of the action components should then be able to execute inside the branch, against the relevant Confluence entity.  

Because the product is still young, there is some limitations on what is currently available, but better tooling and components to make that process easier will be coming in the future. For now, I hope that helps solve your problem!

Cheers  
Sam

comments: author: Edward Webb
body: Thank you [@Sam Harding](/t5/user/viewprofilepage/user-id/3964520) !  

That is the approach I ended up taking.  

A few asks/gaps remain for my use case:  

- 'Add Comment' does not respect wiki markup, markdown, or HTML -- how to add a link?  
- Ability to get the created page ID as a smart value that can be recorded AND/OR

- Ability to link Jira issues with Confluence pages.
Automation - Email reporter when JIRA status is changed to Done not working
Asked by Rod Russell:

I have created and enabled a simple Automation that is not working.

I am the reporter and also marking this as done, but not receiving an email notification the JIRA is marked as Done.

Any tips?

![Capture.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/200155iEC6B6E09885FC34C/image-size/large?v=v2&px=999 "Capture.PNG")


Answers:
author: Curt Holley
body: Hi [@Rod Russell](/t5/user/viewprofilepage/user-id/4953488)   
Welcome to the community!

Change your trigger to Issue transitioned (configure "from any"...or whatever is relevant for the workflow involved, to "Done".

![Screenshot 2022-06-02 083340.png](https://community.atlassian.com/t5/image/serverpage/image-id/200171i18D034E18ED262E4/image-size/large?v=v2&px=999 "Screenshot 2022-06-02 083340.png")

comments: author: Rod Russell
body: Thanks


author: Curt Holley
body: I've not experienced that behavior.

if you select "Initiator", then the person who did the action that triggered the automation rule will get an email, but if reporter is what is configured, then the reporter should get it regardless of whether they were the initiator or not


author: Rod Russell
body: You are right, I now have it working
Can I set the Status of an Issue based on a Subtask's Status?
Asked by Jacques B:

I have an issue with the following statuses: Open, IA, IB and Closed

Status IA creates a Subtask (with statuses Open, STA, Closed)

When the Subtask reaches STA, can I automatically set the Issue to status IB?

I was hoping to achieve this with a rule, please let me know if this would be possible.

We also have ScriptRunner installed, if the rule option is not feasible.


Answers:
author: Stefan Salzl
body: Hi [@Jacques B](/t5/user/viewprofilepage/user-id/4928328) ,

As far as I got your requirement right this is possible with an automation rule.

* **given** (trigger)
  * issue is transitioned to STA
* **when** (condition)
  * issue type = subtask
* **then**
  * branach for parent
  * transition issue to IB

Let?s give it a shot and let me know if you have any further questions.

Best  
Stefan

comments: author: Jacques B
body: Thank you [@Stefan Salzl](/t5/user/viewprofilepage/user-id/4616993) , I shall give this a try! Much appreciated.


author: Stefan Salzl
body: Awesome. You?re welcome ;)

Please give it a shot and in case it works: Please consider to accept the answer in order to make it easier for other users to find the solution.

Best  
Stefan
Not able to create new issue type
Asked by supriya deshmukh:

My project has Epic, bug, incident and story as issue types. I am trying to add new issue type as sub task. However I cant see the option to add new issue type. I have administrator access as well for the project. Still I cant find the option for it. Can someone help here?


Answers:
author: Nic Brough -Adaptavist-
body: I suspect you may be looking at a team-managed project in Cloud Jira.

These have only one sub-task, you can only enable one type and it's called "sub task".

For a company managed project (Cloud, Server or DC), Daniel's answer is the one to mark correct.


author: Dan Tombs
body: Hi [@supriya deshmukh](/t5/user/viewprofilepage/user-id/4949012)

If you are trying to add the default 'sub-task' issue type into the projects scheme then you can do this by:

1. Go to the project and in the bottom left, click project settings.
2. Then go to issues, then click types.
3. Click actions towards the top right and edit issue types.
4. Find 'Sub-task' in the right hand list and drag it into the left hand side list.
5. Click save at the bottom.

If you are trying to add a new subtask issue type entirely then:

1. in the top right hand corner click the cog, then issues.
2. This will load you onto the issuetype tab. In the top right click add issuetype.
3. Give it a name, icon and select 'Sub-task' issue type from the radio button select list.

Hope this information helps.
Allow "Sprint Started" trigger to all projects(Global)
Asked by Venkat Bompally:

Currently Sprint Created, Started and Completed triggers are only applicable to a board/project.

Is there a way to define this rule Global so that it can be applied to all projects


Answers:
author: Mark Segall
body: I see this one is still open. There is a potential workaround for this:

1. Create a new board that is inclusive of all desired projects. I recommend having a good Project Category structure in place so that it can scale as new projects are created:
   1.

      ```
      Category IN (A, B, C, n)
      ```

2. Create your global rule with the Sprint Started trigger based upon the board created in step 1

This should trigger your automation every time a sprint starts for any of your in scope projects.


author: Nic Brough -Adaptavist-
body: no.

The sprint actions have to be applicable to boards - sprints are not project artefacts, they are board artefacts.

You can't start a sprint for a project that is not included in a board - there isn't a sprint there to start!

comments: author: Venkat Bompally
body: We have 300+ projects, If you want to send an email using automation on Sprint started, created and updated that will be 900 rules. If you have an option define it as a global rule that will be 3 rules.

That is the reason i was looking for an option to make it Global.


author: Kelly Nezwek
body: And yet the scope of the rule itself is still based on "Projects".

Totally agree with Venkat - there needs to be an option to have this trigger run "Globally". At a minimum, we should be allowed to select multiple boards in the rule we are creating. Restricting the rule to only run on 1 board does mean we need to create a new rule for each board, which is a ton of overhead.

\*Edit - while I see Venkat tagged this for data-center, I'm using Cloud and am running into the same limitation.


author: Kelly Nezwek
body: [@Venkat Bompally](/t5/user/viewprofilepage/user-id/4306126) - I checked open tickets w/Atlassian and didn't see this as an existing request, so I logged a ticket. In case you'd like to watch/vote, here is the link :)   
<https://jira.atlassian.com/browse/JSWCLOUD-23487>


Tags: data-center
JSM Forms Automation
Asked by Chad Jackson:

New to Jira and looking for some automation assistance. In Jira Service Management (Cloud)

1 I have forms created and can add the forms in manually to Issues.

2 I created a custom field Default value= none Changed value=yes where the selection of yes will trigger automation to add a selected form to the issue.

This is where I am running into issues. I am unable to figure out how to select Forms via automation. There doesnt seem to be a logical link to select forms.


Answers:
author: Mikael Sandberg
body: Hi [@Chad Jackson](/t5/user/viewprofilepage/user-id/4741661),

Welcome to Atlassian Community!

If you select the Attach forms action you have the option to select which form to attach, and if it should be internal or external.

![Screen Shot 2022-05-27 at 11.25.34 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/199658i3704EE37F7D628C5/image-size/large?v=v2&px=999 "Screen Shot 2022-05-27 at 11.25.34 AM.png")

comments: author: Chad Jackson
body: Thank you, I was able to get this working finally half the issue was our Insight fields were not populating correctly.


Tags: forms

jira-service-management
Is it possible to show a name of a parent via smart value in automation email
Asked by Alex Shirokov:

Hi,

I have a custom issue type "Risk". All my risks are children of Epics (parent). I have created an automation rule that notifies management of the risk with a high rating via email.

I cannot figure out how to include an Epic name or summary in an email via smart value.

I figured out how to do subtasks BUT not the tasks.

Thank you in advance,


Answers:
author: Curt Holley
body: So if you are triggering off the Risk being created, then the epic will need to be associated during creation for any such epic detail to exist for use in a "issue created" automation rule.

But if that is the case then {{issue.epic.Summary)) maybe {{issue.epic.epicName}} (not sure, I haven't try that). Plus with Epic name being faded out and the use of Summary increased on cloud, I'd go with the Summary field if I were you.

comments: author: Mark Chaimungkalanont
body: Alex, did you try:

{{issue.epic.summary}}

That should be the correct smart value to use


author: Fabian Lim
body: Hi [@Alex Shirokov](/t5/user/viewprofilepage/user-id/4723323)

You can branch out to the epic and then use the create variable action to capture the epic info.

Link: <https://support.atlassian.com/cloud-automation/docs/jira-automation-branches/>

On your email you will have to use a combination of your triggerIssue smart value and the epic issue attributes or created variables.

I hope this helps

Regards

comments: author: Alex Shirokov
body: Thank you very much for your answer.

Is it possible to provide some examples? I tried what you suggested but failed to get an Epic info.

Thank you!


Tags: parent
Perform Math on Insight Object Atrribute
Asked by NCATS LAB:

I have an object with the attribute "Quantity" with value of 100 (int)

I have another attribute of "Qty Issued" with value of 0 (int)

and another "Qty on hand" with value of 100 (int)

When I connect that item to an issue, I want to increase "Qty Issued" by 1. Then set "Qty on Hand" to "Quantity" - "Qty Issued".

When I remove the connection, I want to decrease the "Qty Issued" by 1, etc.

I know that Cloud has this capability easily done using Automation - but Data Center does not seem to have any method of doing it with Insight Automation.

I think that I need a Groovy script for this, but unfortunately, there seems to be limited information regarding this available. Any assistance would be appreciated.


Answers:
author: Fabian Lim
body: Hi [@NCATS LAB](/t5/user/viewprofilepage/user-id/1162640)

Have you tried using the insight post-function from the workflow transitions?

I remember seeing some options to increase or decrease attributes back when we were in DC

Regards

comments: author: NCATS LAB
body: yes - but that doesn't really work. Because it will decrease or increase for every object we have selected - even if we are only adding one object. It also can't reverse the action when we remove the object.


author: Fabian Lim
body: Contact jmwe for the groovy script post function to access insight attributes and modifying them.

Link: <https://innovalog.atlassian.net/wiki/spaces/JMWE/pages/139635057/Scripted+Groovy+operation+on+issue>


Tags: data-center

insight
Alert for issues that don?t satisfy a jql query
Asked by Ricardo Augusto Pereira de Matos:

Hi, everyone.

I?d like to schedule an alert for issues that don?t satisfy a jql query.  
Like: "No items found by this query".  

Is there a way to configure that kind of alert?

Thanks in advance.


Answers:
author: Mark Segall
body: Hi [@Ricardo Augusto Pereira de Matos](/t5/user/viewprofilepage/user-id/4206455)

Assuming your rule is fairly simple (does not contain existing IF blocks/branches):

* TRIGGER: Scheduled as before no JQL
* ACTION: Lookup Issues
  * Your JQL
* IF CONDITION: advanced condition {{lookupIssues.size}} = 0
  * ACTION: Send Email
* BRANCH: Your JQL
  * Move all other components under the branch

If your rule is more complex, you may need to share screenshots so we can see if there's another way to work it.

comments: author: Ricardo Augusto Pereira de Matos
body: Thank you so much, [@Mark Segall](/t5/user/viewprofilepage/user-id/4666637) ! It worked and I?ll add some complexity to it. I just had no idea how to get started.

Best Regards,

Ricardo Matos
Automation rule runs with NO ACTIONS PERFORMED
Asked by supriya deshmukh:

I added automation rule to transition epic automatically from input to in analysis when any of story status is changed by the user. However when it runs it doesn't change the status of the epic. i checked the audit logs. it says NO ACTIONS PERFORMED and does not show any error. Am i missing something here?

![Screenshot 2022-05-30 at 15.42.35.png](https://community.atlassian.com/t5/image/serverpage/image-id/199822iFB60C0FCAA51D931/image-size/large?v=v2&px=999 "Screenshot 2022-05-30 at 15.42.35.png")


Answers:
author: Ravi Sagar _Sparxsys_
body: Hi [@supriya deshmukh](/t5/user/viewprofilepage/user-id/4949012)

Use "For Epic (parent)" instead of "For Parent".

Ravi

comments: author: supriya deshmukh
body: I have changed it [@Ravi Sagar _Sparxsys_](/t5/user/viewprofilepage/user-id/853596) . I will check if it works. Thanks.


author: supriya deshmukh
body: thanks for reply [@Ravi Sagar _Sparxsys_](/t5/user/viewprofilepage/user-id/853596) . I tried this option. Still the rule failed.


author: Bill Sheboy
body: Hi [@supriya deshmukh](/t5/user/viewprofilepage/user-id/4949012)

Would you please post images of your updated rule and the audit log details from the rule execution? Those may provide more context for what is happening. Thanks!

Kind regards,  
Bill


author: supriya deshmukh
body: Hi [@Bill Sheboy](/t5/user/viewprofilepage/user-id/1685313) I figured it out with some other threads on the community. It seems workflow has to have the status to which I want it to be transitioned into. e.g from input / open -\> done to do it automatically when the rule works.

Below is the screenshot of the rule. In logs it says error but it has worked for me. My statuses are changing Automatically.

![Screenshot 2022-06-09 at 16.13.07.png](https://community.atlassian.com/t5/image/serverpage/image-id/201330i6B262945A4D3B171/image-size/large?v=v2&px=999 "Screenshot 2022-06-09 at 16.13.07.png")


author: Bill Sheboy
body: That is correct: the workflow needs the relevant status values. That error also indicates an attempt to set Resolution, which could be related.

Have you updated the workflow and re-tested?
#lookup issues not returning any values in an email
Asked by Dan Tombs:

Hi community,

Using lookup issues to send an email that runs on a schedule.

![Capture.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/198764i0B7C9C8C3F8EEE04/image-dimensions/286x387?v=v2 "Capture.PNG")

The lookup issues is basically trying to find any tickets that have been blocked for 14 days and not moving so requires chasing or moving. The email HTML text is as follows:

*** ** * ** ***

```
<p>Hi Team,</p>
<p></p>
<p>Blocked External Review Notification: Please review the following Jira ticket/s that have been blocked external for > 14 days. Please deal with them as you see fit.</p>
<p></p>
<p></p>
<p></p>
<table cellspacing="1" cellpadding="5" border="0" bgcolor="#aaaaaa">
<tr bgcolor="#ffffff">
<th>Key</th>
<th>Summary</th>
<th>Description</th>
<th>Assignee</th>
</tr>
{{#lookupissues}}
<tr bgcolor="#ffffff">
<td><a href="{{url}}">{{key}}</a></td>
<td>{{summary}}</td>
<td>{{Description}}</td>
<td>{{Assignee.displayName}}</td>
</tr>
{{/}}
</tbody>
</table>
<p></p>
<p></p>
<p>Kind Regards,</p>
<p>Data Migration</p>
```

However the email we get back is just the table and table headers without content. I cannot spot where this is going wrong so any help is appreciated.

Dan


Answers:
author: Bill Sheboy
body: Hi [@Dan Tombs](/t5/user/viewprofilepage/user-id/4172448)

Smart values are case and spacing-sensitive, and I note a typo for Lookup Issues in your message. Please try this:

```
{{#lookupIssues}}
```

Kind regards,  
Bill

comments: author: Stefan Salzl
body: wow...even noticing the smallest details ??

Awesome work [@Bill Sheboy](/t5/user/viewprofilepage/user-id/1685313)


author: Dan Tombs
body: Hi [@Bill Sheboy](/t5/user/viewprofilepage/user-id/1685313)

Great spot!!! I knew about space sensitive stuff but I just could not spot and needed your fresh pair of eyes. Thanks.

Dan


author: Bill Sheboy
body: I am glad to learn that helped.

Automation for Jira is frequently improving, and I hope that at one point the editor adds type-ahead autocomplete for smart values and/or validation on save with better error messaging to help find such things :\^)


author: Stefan Salzl
body: Hi [@Dan Tombs](/t5/user/viewprofilepage/user-id/4172448) ,

Just a few points I would suggest for investigation (if they haven't been done already:

* does the jql provide the correct result in the search within the jira project?
* Does the rule run in the same project that the jql is selecting? Otherwise: Is the rule configured as a multi-project or global rule?
* For test reasons I often add a ?log action" component that just logs the output (eg. of your lookup issues)

Best  
Stefan


Tags: email

jira

jira-cloud

jira-software

jira-software-cloud
How to block the other user from editing the page when you are editing it.
Asked by Raj:

Let's say, the first user is editing the page and if the second user attempts to edit the page the same time, it should prompt some sort of message that the second user will have to wait until the edits from the first user are complete. In other words, the second user should not be allowed to edit the page until the first user saves the edits.

And when the first user clicks on the save button. It generates a slack or email to the second user informing that the first user is done editing the page.


Answers:
author: Daniel Eads
body: Hi [@Raj](/t5/user/viewprofilepage/user-id/4943211), welcome to the Community!

Confluence collaborative editor lets multiple people edit a page at the same time, and the changes show up instantly for everyone editing the page. This is a feature of Confluence, and one I personally find extremely useful!

If you're on Confluence Data Center, it is possible to disable the collaborative editing feature for the entire instance: [Administering collaborative editing](https://confluence.atlassian.com/doc/administering-collaborative-editing-858772086.html) .

On the Cloud side, there is no functionality to disable collaborative editing, and currently no marketplace plugins that lock a page for exclusive editing. It's possible that you could [modify the page restrictions](https://support.atlassian.com/confluence-cloud/docs/add-or-remove-page-restrictions/) on the particular page to allow only yourself to have editing permissions, and then remove the restrictions after you're finished. This would be a manual process.

So those are the ways to do it - although I'm curious on the *why*. Are there particular regulatory requirements surrounding the ask?

Cheers,  
Daniel

comments: author: Raj
body: Hi [@Daniel Eads](/t5/user/viewprofilepage/user-id/1527694)

Thank you for the information. Sincerely appreciate it!.

To answer the Why---we have teams all around the world and there are times when edits were overwritten by other team members, ignoring the warning messages shown by the confluence...

Cheers,

Raj


author: Daniel Eads
body: That sounds like \*pre\*-collaborative editing behavior. Do you know if you are on Confluence Server, and what version if so? Collaborative editing was released 6 years ago in Confluence 6, which is now past its end-of-life. If you are on a Confluence 5 server version, I would definitely recommend upgrading.


author: Raj
body: I took your suggestion that you mentioned above and asked I.T. about it.

Seems like they will be migrating to Confluence Data Center (\< 2 months). :)

There always is light at the end of the tunnel...lol

Thanks again for all of your help!

Raj


Tags: confluence
how to automate task start and end dates on Jira Software?
Asked by Rustam Yunusov:

Help set up automation of the start date and end date of the task, so that when you start working with the task, the date is set automatically in the start date field and when the task is closed, the date the task is closed is set.

I'm still new to Jira and therefore I still don't understand everything well, I need your help.


Answers:
author: Ravi Sagar _Sparxsys_
body: Hi [@Rustam Yunusov](/t5/user/viewprofilepage/user-id/4938559)

When you start working on the task, let us say by clicking workflow transition button (Start Progress or something similar) then that is already stored in Jira. Similarly for end date. Also there is a Resolution date.

Yes you can automate to capture these dates and update custom fields. In your automation rule you can use transition trigger and update your date fields using smartvalue {{now}}, but I don't think it is necessary because the dates are already there in Jira which you can fetch and report on.

I hope it helps.

Ravi

comments: author: Rustam Yunusov
body: ?Thanks, it helped me a lot, but I can't re-add the task state trigger. Can you suggest how to do it?  
![Screenshot 2022-05-24 081912.png](https://community.atlassian.com/t5/image/serverpage/image-id/198694iAE3E142D381B1AB5/image-size/large?v=v2&px=999 "Screenshot 2022-05-24 081912.png")