Common use cases

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With Automation for Jira Server, you can literally automate thousands of use cases. We've included our top 3 use cases below to get you started! For plenty more examples, we highly encourage you to check out our Rule Playground.

Synchronizing parent and sub-tasks

You can make sure sub-tasks and their parent issues are in sync and one way is through using branch rules. For example, when you resolve the last sub-task on an issue you can resolve the parent. With Automation for Jira it is easy to keep related issues in sync.

Another common request is for sub-tasks to inherit values from their parent. E.g. fix version. You can sync these values ensuring that both parent and sub-task have up to date information.

Auto assigning issues to your team

How does your team handle unassigned issues? Do your engineers jump into the queue and cherry pick the easy tickets?! Or worse, do some unassigned issues fall between the cracks? Automation for Jira Server can auto-assign issues to members of your team in a 'balanced' fashion.

After you've defined what will trigger the rule and the conditions for the rule, you use the 'Assign issue' action. For this use-case, the issue is being assigned to a user in your team and the option you choose is "A user in a defined list":

Next, you can select the "Balanced workload" method for assigning, which looks for the user with the least number of issues currently assigned.

Lastly you define the members of your team.

That's it - simple as that. Now all newly created issues will be assigned to members of your team in a balanced fashion!

Scheduling tasks

For obvious reasons, it is important to ensure issues don't fall through the cracks. Say if your customer hasn't responded to your support engineer's query on an issue, it's probably a good time, to send this customer a friendly reminder. With a simple Automation rule, you can find all these issues, send out reminders for your customers and even auto-close those pesky stale issues.

And many more...

For plenty more examples, or to create your own, head on over to the Rule Playground!

Last modified on Oct 26, 2021

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