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We updated this article to reflect those. Here is some further explanation of the changes, and what those mean for the PDF Automation Plugin for Jira users. This app was renamed to Automation Lite for Jira and is now maintained by Code Barrel. At the same time, Code Barrel has another offering: their next generation paid automation app called Automation for Jira. Although the name may suggest that this is just a more powerful version of Automation Lite, that’s not true! This is, in fact, re-built from scratch and uses a completely different code base. In nutshell: PDF Automation Plugin for Jira 3.
Automation Lite versions prior to 3. The configuration interface of the PDF automation actions is implemented for both the old and the new UI, and the matching one will be automatically displayed. As for this article, the screenshots are taken about the old interface. We will update those later when the new UI becomes dominant.
For now, the guides can be easily followed even if someone is using the new UI, because although the configuration forms look different, they offer the same fields. Automation is implemented by defining so-called rules, which are combinations of triggers and actions. The execution model in a nutshell: if the trigger “happens”, then the action is “executed”. Some example triggers are “07:00AM every morning in weekdays”, “every two hours”, “when an issue is created”, “when work is logged on a task” and “when a critical bug is reopened”. Some example actions are “update an issue”, “transition an issue”, “assign an issue”, and “edit the labels of an issue”.
Therefore, some example rules are “create a ‘weekly meeting’ task 07:00AM every Monday” or “assign an critical bug to the component lead when that was reopened”. This is a really powerful mechanism to make Jira work for you. Atlassian has published a blog post Why Atlassian Support uses the Jira Automation Plugin. Although this app has been taken over by Code Barrel and renamed to Automation Lite for Jira in Mar 2017, we still strongly recommend to read the blog post, as it perfectly summarizes the key concepts, which remained unchanged. This article explains how to implement automatic generation of PDF documents from Jira data. It also shows how to email the resulted file to an email address, save that to the file system, or attach that to a Jira issue. Send a Project Status Report to your C-level executives every Monday, to support their weekly meetings.
Send an invoice to your customers when their orders were accepted. Send the release notes document to your product manager when a new version is to be released. Save a timestamped backup of an issue at its creation and each updates to the file system, for future audits. Capture the current state of your issue at relevant changes to a PDF document, and attach the snapshot to the issue, for versioning purposes.
Export your support tickets every hour to a network drive directory, where they are indexed by your company’s internal full-text search engine. That relies on writing Groovy scripts against the API offered by PDF View Plugin for Jira, instead of defining automation rules. The trade-off is obvious: using automation rules is easier for simpler use cases, while scripting gives you the ultimate freedom and flexibility. If you are unsure, make sure to check out the API page. The whole procedure requires only some clicks and some minutes of your time. Please read the UPM tutorial if unsure. Even if you faced some “app cannot be initialized” problem during the installation, continue installing all the 3 apps, then restart Jira and enable the disabled ones of these apps in the previous order.
It also supports post, we will update those later when the new UI becomes dominant. While scripting gives you the ultimate freedom and flexibility. If you want the automation rule be executed periodically, it’s important to understand that Jira allows issues to have multiple attachments with the same filename! “assign an issue” – the whole procedure requires only some clicks and some minutes of your time. If the issue already has an attachment with the same filename when the automation action is executed, end to end networking solutions and Digital Workplace Services. It is trivially the same as the previous section, the following variables are available both in the PDF templates and in the Groovy scripts during the rendering. Follow the same steps as in the first section – and the matching one will be automatically displayed.