Automation

Issue templates can also be used in combination with default Jira Automation.

Users can automate the following actions:

Apply a template to the current issue.
Add sub-tasks from template to the current issue
Add child issue from template to the current epic.

Setting up such an automation rule is only possible using an automation action Send web request.

A web request URL is required to configure the action. It is generated manually on the Template Configuration Page:

How to access automation web requests

A click on the automation icon opens a dialogue where users can create new rules or manage existing ones:

A click on the Create rule button opens a new dialogue where rule details are configured:

Name. Give a unique name to differentiate your rule from others.
Web request URL. is generated automatically and is further used when configuring a Send web request action.
Action. Select the action that should be executed when the rule is triggered.
Issue template. Select a template that should be applied when the rule is triggered.

Copy the web request and click Create to save the configuration.

Details of each automation configuration can be viewed, edited & deleted by any user.

Please note that if a template has a configured custom variables the automation rule will fail. This is because custom variables cannot be generated within the scope of an automation rule, as they are based on user input just before issue creation.

That’s it! The app-side automation configuration is complete. Now a Jira Automation rule can be created in the next steps. Find more tips and guides on Automation here.