Automate Everyday Tasks in Jira: A practical, no-code approach for Jira admins and power users to automate everyday processes

Cover
Title Page
Copyright and Credits
About Packt
Contributors
Table of Contents
Preface
Section 1: Getting Started – the Basics
Chapter 1: Key Concepts of Automation
	Technical requirements
	Getting started with rules
		What is a rule?
		Understanding scopes
		Owners and actors
		Audit log
	Working with triggers
		Understanding Jira events
		Rule triggers
	Working with conditions
	Working with actions
		Issue actions
		Notifications
		Jira Service Management
		Software
		Advanced
	Creating your first rule
		The rule editor
		Creating a rule to assign the highest priority to VIP users' issues
	Summary
Chapter 2: Automating Jira Issues
	Technical requirements
	Understanding conditions
		The Issue fields condition
		JQL condition
		User condition
		Related issues condition
		Advanced compare condition
		If/else block
	Working with branch rules and related issues
		Branch rule/related issues
	Editing issue fields
		Assigning issues
		Edit issue fields
	Advanced field editing
		The advanced field editor
		Understanding the JSON object
		Creating a rule to demonstrate the advanced field editor
	Transitioning issues
		Transitions and workflows
		Creating a rule to automatically escalate requests to the correct team
	Scheduling tasks
		Scheduled trigger
		Creating a rule to close out stale issues
		Creating a rule to generate recurring start-of-week tasks
	Summary
Section 2: Beyond the Basics
Chapter 3: Enhancing Rules with Smart Values
	Technical requirements
	Understanding smart values
		Finding and using smart values
		Smart value functions
	Using smart value date functions
		Formatting dates
		Manipulating dates
	Using smart value text functions
		Creating a rule to auto-close an issue
	Using smart value list functions
		Creating a rule to sum up sub-task story points in a parent story
	Using smart value math expressions and functions
		Creating a rule to keep an original estimate for an epic in sync with its child issues
	Summary
Chapter 4: Sending Automated Notifications
	Technical requirements
	Sending email notifications using automation
		Creating a rule to notify customers when a new version is released
	How to send notifications to Slack
		Integrating with Slack
		Creating a rule to notify open issues in a sprint
	How to send notifications to Microsoft Teams
		Integrating with Microsoft Teams
		Creating a rule to notify a Microsoft Teams channel when a high-priority issue is raised
	Sending SMS notifications with Twilio
		Integrating with Twilio
		Creating a rule to send an after-hours notification via SMS message
	Summary
Chapter 5: Working with External Systems
	Technical requirements
	How to send requests to external systems
		Creating a rule to publish release notes to Confluence
	Working with data returned from requests
		Creating a rule to add incident managers as watchers
	How to receive requests using incoming webhooks
		Creating a rule to resolve open issues using an automation webhook
	Working with data in incoming webhooks
		Creating a rule to raise new issues using an automation webhook
	Summary
Section 3: Advanced Use Cases with Automation
Chapter 6: Automating Jira Service Management
	Technical requirements
	Processing incoming requests
		Creating a rule to triage email requests
		Creating a rule to automatically route requests
	Monitoring SLA compliance
		Creating a rule to monitor SLA breaches
	Automating common and repetitive tasks
		Creating a rule to automatically reset passwords
	Summary
Chapter 7: Automating Jira Software Projects
	Technical requirements
	Managing versions across projects
		Creating a rule to keep versions in sync across projects
	Ensuring epics and stories are aligned
		Creating a rule to keep epics and stories synchronized
	Managing the scope of a sprint
		Creating a rule to add a linked issue to the sprint
		Creating a rule to notify the team when the scope changes
	Summary
Chapter 8: Integrating with DevOps Tools
	Technical requirements
	Synchronizing issues and Git commits
		Creating a rule to transition issues on code commits
	Keeping track of pull requests
		Creating a rule to track new pull requests
		Creating a rule to manage merged pull requests
	Automatically releasing versions using GitHub
		Creating a rule to synchronize version releases to GitHub releases
	Synchronizing deployments with sprint completion
		Creating a rule to start a deployment build
	Summary
Chapter 9: Best Practices
	Technical requirements
	Planning your rules
		Planning your automation strategy
		Scoping your rules
		Thinking about rule design
		Creating a rule to synchronize high-priority bugs
	Thinking about performance
		Using project-specific rules
		Using the appropriate triggers
		Choosing the right conditions
		Optimizing a rule for performance
	Organizing your rules
		Using naming conventions
		Labeling your rules
		Naming and labeling a rule
	Using a checklist
	Summary
Chapter 10: Troubleshooting Tips and Techniques
	Technical requirements
	Debugging automation rules
		Understanding the audit log
		Using the audit log for debugging
	Understanding service limits
		Getting to know service limits
		Dealing with service limit breaches
		Working with queued item limits
	Gaining insights on performance
	Summary
Chapter 11: Beyond Automation; an Introduction to Scripting
	Technical requirements
	Introducing advanced automations with ScriptRunner
		Introducing Groovy
		Understanding ScriptRunner
	Exploring scripting in Jira Cloud
		Understanding the Jira Cloud API
		Creating a scripted automation in Jira Cloud
	Exploring scripting in Jira Server
		Understanding the Jira Server API
		Creating a scripted automation in Jira Server
	Summary
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Index