JIRA Automation

Integrating JIRA with Moxo enables seamless project management automation. Teams can track projects and tasks in JIRA while Moxo streamlines workflows, allowing users to create tickets, add comments, and update issue statuses directly from a workflow or workspace.

Setting Up JIRA in Moxo

Adding the JIRA Automation to a Flow Template or Instant Flow:

1. Open the flow builder and navigate to the area where the automation will be added.
2. Drag and drop Automations from the left-hand panel under Control, or click the + button between actions in the flow and select Automation.
   
   

Adding the JIRA Automation to a Live Flow Workspace:

1. Open the flow workspace, then click the '...' ellipses icon.
2. Select + Add New Action from the dropdown menu.
3. Scroll down and select Automations under Control.
4. Identify the area in the flow where the automation should be added, then click + Add Here.

Configuring the JIRA Automation

Step 1: App and Event Setup

1. In the Automations pop up, choose JIRA Software Cloud as the app.
   
   
   
   
2. Select an event from the available options:
   • Create a new ticket
   • Add a comment to a ticket
   • Update issue status
3. Click Next to proceed. 

Step 2: Account Setup

1. Under the account setup section, click Choose to select an existing JIRA account.
   
   
   
   • If you don’t have an existing account, click + Connect a new account to link your account.
2. Once the account is successfully connected, click Next.

Step 3: Add Input

1. Select the JIRA Cloud instance where you want to perform actions, then click Next.
   
   
   
   
2. If the selected event is Create a Ticket, complete the following fields:
   • Project: Select the JIRA project where the ticket will be created.
   • Ticket Type: Specify the ticket type (e.g., task, bug).
   • Ticket ID/Key: Enter the identifier.
   • Assignee: Assign the ticket to a team member.
   • Summary: Provide a brief description of the issue or task.
   • Description: (Optional) Add additional details.
     
          
     
     
3. If the selected event is Add a Comment to a Ticket, fill in the following:
   • Ticket ID/Key: Enter the ID or key of the ticket.
   • Comment: Enter the comment text.
     
     
     
     
4. If the selected event is Update Issue Status, complete these fields: 
   • Ticket ID/Key: Enter the ID or key of the ticket.
   • Transition ID: Provide the transition ID to update the ticket status.
     
     
     
     
5. Click Next to review, then click Add Automation to finalize adding the automation into the workflow.
   
   

Use the enhanced DDR ‘{.}’ feature to autofill details based on previous flow steps, workspace, or action details.

Editing an Automation

In a Flow Template or Live Flow Workspace:

1. Hover over the automation you want to modify.
2. Click the 'Edit' icon.
   
   
   
   
3. Adjust the app, event, account type, or input fields as needed.
4. Click Save Changes to apply your edits.

Automations can only be edited in saved flow templates or live flow workspaces if the automation is incomplete. Once completed, the automation cannot be reopened or modified.

Best Practices

• Pre-configure accounts for a smoother setup process.
• Regularly review automations to ensure alignment with project phases or user roles.