Actions

Add Service Desk customer

  • Smart values: Yes (Email, Name, Organization)
  • Available in server lite: No
  • Minimum Jira version: Jira 7.3+ and Service Desk 3.3+

Add new customers to your Jira Service Desk project with this handy little action. You can use smart-values in all fields and add the customer to one of your existing organizations

Add ServiceDesk customer action

TIP

This action is only available in Jira ServiceDesk projects!


Assign issue

  • Smart values: Yes (Various fields)
  • Available in server lite: Yes

Our assign issue action, puts Jira's assign issue action on steroids. There's now a huge number of different ways you can smartly assign issues:

  • Assign to a specific user
  • Assign issues based on current workload
  • Assign issues in a round-robin fashion to a group
  • Copy the assignee from a related issue or JQL query
  • Copy the assignee from another field
  • Look back in the issue history at previous assignees or users who have commented and assign an issue to them

Assign action


Clone issue

  • Smart values: Yes (Most issue fields)
  • Available in server lite: No

Copies an issue into a specified project and issue type. You can also add and remove fields using the advanced section. E.g. add a label or version.

Clone issue action

TIP

Please note that due to API limitations in Jira, this action currently doesn't clone attachments, issue links and comments (see AUT-465 and AUT-162)


Comment issue

  • Smart values: Yes (Comment)
  • Available in server lite: Yes

Add a comment to the active issue. You can reference the active issue's fields to personalise the message.

Comment issue action


Create issue

  • Smart values: Yes (Most issue fields)
  • Available in server lite: No

Create an issue of specified type in a specified project. For simple issues you can just use the provided fields. For more advanced use cases, you can specify any field using the 'More options' field.

Create issue action

TIP

Service Desk specific fields such as 'Request type', 'Request participants' or 'Organization' are only available in Jira 7.3+ and Service Desk 3.3+.


Create Service Desk request

  • Smart values: Yes (Most issue fields)
  • Available in server lite: No
  • Minimum Jira version: Jira 7.3+ and Service Desk 3.3+

Creates a new Jira Service Desk request. Just like the 'Create issue' action, this action allows you to configure any field available using smart-values.

Create ServiceDesk request action

TIP

This action is only available in Jira ServiceDesk projects!


Create version

  • Smart values: Yes (Version name, Release date)
  • Available in server lite: No

This action allows you to automatically create a new version in a Jira project, that you can then assign issues to.

If a version with the same name already exists, no new version will be created

Create version action


Create sub-tasks

  • Smart values: Yes (Summary)
  • Available in server lite: No

A quick way to add those common tasks.

Create sub-tasks action

TIP

If you want to specify fields other than summary you will need to use the full create issue action and select a sub-task issue type there.


Delete issue

  • Smart values: No
  • Available in server lite: No

Delete the triggering issue when an automation rule executes.


Delete attachments

  • Smart values: Yes (Regular expression)
  • Available in server lite: Yes

Use this action to clean up old attachments using regular expression matches based on the attachment filename!

Delete attachments action


Edit issue

  • Smart values: Yes (Most issue fields)
  • Available in server lite: Yes

You can easily edit the active issue using this action. For more advanced edits, you can set and update fields using the 'More options' field.

Edit issue action

TIP

Service Desk specific fields such as 'Request type', 'Request participants' or 'Organization' are only available in Jira 7.3+ and Service Desk 3.3+.


  • Smart values: Yes (Issue)
  • Available in server lite: No

Link any two issues in Jira with this handy little action. You can select a link type and use the trigger issue, smart-value or simply an issue key to link to.

Link issues action


Log a message to the audit log

  • Smart values: Yes (Log message)
  • Available in server lite: Yes

Sometimes you need to debug actions or just record that something was done. Use log messages to add a message to the audit log.

Log message action


Manage watchers

  • Smart values: Yes (User pickers)
  • Available in server lite: No

Sometimes you just want to make sure that certain people get notified when an issue is updated. With this action you can add or remove as many watchers as necessary!

Manage watchers action


Publish a custom event

  • Smart values: No
  • Available in server lite: yes

An advanced action to allow you to publish Jira events (system or custom) that other add-ons and integrations can listen for.

Publish event action

TIP

Due to API limitations, this action is only available in Jira Server.


Refresh issue

  • Smart values: No
  • Available in server lite: Yes

By default the {{issue}} reference will not change state during a rule execution and always contain the same values when a rule was originally triggered. In some advanced cases though you may want to refresh the smart-value with the latest field values. This action allows you to do this.

An example of such a rule would be:

  • Trigger: Manual trigger
  • Action: Edit issue (set Environment field to some value.)
  • Action: Refresh issue
  • Action: Comment with Issue environment updated to {{issue.environment}}!

Without the 'Refresh issue' action in this rule, the comment would be added with the old environment value (before the edit performed by the second action in the rule).

Refresh issue action


  • Smart values: Yes in all actions & conditions in the related rule chain
  • Available in server lite: No

Find related issues for the issue that triggered the rule such as sub-tasks or stories in an Epic. This component will then allow you to create a parallel rule chain that will execute just for these related issues!

To refer to the main issue from the trigger of the rule in the branch (and all of its fields), you can use {{triggerIssue}}

Related issues action


Release version

  • Smart values: Yes (Version name, Release date)
  • Available in server lite: No

This action allows you automatically release a version. By default, this will release the next unreleased version of a project with the existing release date. The "next version" is determined by the order you can set in the "Releases" tab on your software project. You can also pick a specific version to release and use a smart value to set dynamic names.

Release version action


Send e-mail

  • Smart values: Yes (To, Subject, Body)
  • Available in server lite: No

Sending emails is still a crucial part of most teams processes. This action allows you to automatically send an email. Using Smart Fields you can customise/personalise it.

Send email action

TIP

Service Desk specific recipients such as 'Pending approvers' are only available in Jira 7.3+ and Service Desk 3.3+.


Send Hipchat message

  • Smart values: Yes (Message)
  • Available in server lite: No

Notify a HipChat room when the rule is run. You can customise/personalise the message using the active issues fields.

HipChat action


Send Slack message

  • Smart values: Yes (Message)
  • Available in server lite: No

Notify a team or an individual when the rule is run. You can customise/personalise the message using the active issues fields.

Slack action


Send Stride message

  • Smart values: Yes (Message)
  • Available in server lite: No

Send a message to an Atlassian Stride room when a rule is run. You can use markdown to format your message body!

Stride action


Send Twilio (SMS) message

  • Smart values: Yes (Message body)
  • Available in server lite: No

A lot of service teams rely on SMS for on-call scenarios. With this action you can send a notification using the Twilio service. You will need to have an account already set up.

Twilio action


Send webhook

  • Smart values: Yes (Headers, Content)
  • Available in server lite: No

Quite often you need to integrate with other systems. Webhooks are becoming a common way for applications to talk. This action allows you send an out bound Webhook to notify another system when this rule is run. You can also include the issue in the request.

Webhook action


Set entity property

  • Smart values: Yes (Property key, Property value)
  • Available in server lite: No

An advanced action to set hidden 'entity' properties on issues, projects or users related to the trigger issue of a rule execution. These properties could then be used by apps for some advanced functions.

Set entity property action


Transition issue

  • Smart values: Yes (Most issue fields)
  • Available in server lite: Yes

This rule transitions an issue through a workflow. You can specify fields to update and add comments using the Advanced field.

Transition action


Third party actions

Automation for Jira in server also allows for extensions contributed by other app vendors in the Atlassian Marketplace that contribute automation actions directly in our UI. For details on how to contribute these actions see our developer guide.

If you require support for the following actions, please contact the action's vendor.

App Action Description
Better Excel Send Excel spreadsheets in email Email your Excel export to one or more recipient periodically or on issue events.
Vendor: Midori
Better Excel Save Excel spreadsheets to the filesystem Save the generated Excel export to the local filesystem
Vendor: Midori
Better Excel Attach Excel spreadsheets to issues Attach the exported Excel file to an issue that triggers this action or one defined by a JQL.
Vendor: Midori
nFeed Set nFeed fields value Allows you to set an nFeeds field value automatically.
Vendor: Valiantys
PDF View Send PDF documents in email Email your PDF document (including Jira dashboard) to one or more recipient periodically or on issue events
Vendor: Midori
PDF View Save PDF documents to the filesystem Save your PDF document (including Jira dashboard) to the local filesystem
Vendor: Midori
PDF View Attach PDF documents to issues Attach your PDF document (including Jira dashboard) to an issue that triggers this action or one defined by a JQL
Vendor: Midori
ScriptRunner Execute a ScriptRunner script Create and run a groovy script directly in an Automation rule!
Vendor: Adaptavist
Simple Tasklists Add Task Action Automatically add tasks to your tasklists
Vendor: Top Shelf Solutions