Trigger Project Creation via Jira Automation

Automate Project Setup with Jira Automation Rules

Streamline your project setup process by combining Project Templates for Jira with Jira automation rules ‘Send web request’ component.

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Steps to Automate Project Creation

1. Add the ‘Send web request’ Automation Rule Action:

   • Navigate to the automation rules in Jira and add the 'Send web request' action component.

2. Copy and Paste the Web Request URL:

   • Obtain the web request URL and paste it into the appropriate field.

3. Configure the HTTP Method:

   • Set the HTTP method to POST.

4. Set the Web Request Body:

   • Choose 'Custom data' for the web request body type.

   • Copy the web request body template and replace the placeholders with the project name and project key. Note: Smart values are supported natively.

5. Add Authorization Header:

   • Include a header with the key Authorization and the provided token (without quotes).

Additional Recommendations

• Response Handling:

  • The web request will typically take around 6 seconds to return the project ID, project key, and optionally the filter ID (if the project template uses simplified custom board cloning). Read more

  • Enable the checkbox for ‘Delay execution of subsequent rule actions until we’ve received a response for this web request’ to ensure the project creation process is complete before any further actions.

• Background Operations:

  • While the project is created and the web request returns a 201 success message, there might be ongoing background operations to set up additional project content like issues, components, and more.

By following these steps, you can efficiently automate the creation of new projects in Jira, ensuring a smooth and streamlined process. Please reach out to our support for questions!

Trigger Jira automation via project templates

Project Templates for Jira allows for a lot of automatic actions after project creation, such as clone components, clone versions, clone project role assignment, create basic board, create predefined issues…

However, if you require additional functionality, you can integrate our app with Jira's built-in automation engine.

To do this, specify a custom project category within your project template. Then, use the 'Advanced compare condition' to activate the automation rule exclusively for projects created under that category.

In the following example, we demonstrate how to create a group of predefined issues with assigned custom field values.

1. Construct a project template that includes a designated project category.

2. Create an automation rule that triggers upon project creation.

3. Filter for projects created that belong to the specific project category.

4. Utilize the advanced compare condition to verify if the following smart value syntax aligns with your specific project category:

   {{project.projectCategory.name}}

5. Include the 'Create issue' action and input all necessary custom fields or use any other automation action you need.

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Integrating ‘Project Templates with Jira’ & Jira automations

Reorder templates

Admins can decide in which order the templates appear

1. Click on the up or down icon in the templates overview to reorder templates

Project create history based on template

Template overview table displays information on recent created projects based on the template.

You can customize what information should be displayed to non-admins.

As admin you have the option to check the full details of the create history by clicking on the projects created count.

Clicking on project created count opens a modal dialog with the full project creation history based on the project template. Displaying creation date, project key with link and creator.

Delete templates

1. Click on the trash icon in the templates overview table to delete a template

2. Clicking on the trash icons opens a delete template modal dialog as confirmation step

Notes:

• Deleting templates does not influence already existing projects that were created with the project template!

• Deleting templates can not be undone

3. Once certain, click on ‘Delete Template’ to delete the template