Using the Jira Integration

Create or Link Jira Tickets From Automation Hub Ideas

Users can create Jira tickets straight from an automation idea if the Jira Connection is enabled by the Admin.

Note:

To use the Jira Integration, you need to have the Manage integrations permission enabled. The System admin and Account Owner roles have the Manage integrations permission assigned by default, but it can be assigned to any role.

The roles that are allowed to use the Jira connection, and the roles that are allowed to view Jira tickets created for the idea, are defined in the Idea actions of the Idea flow. Make sure you have the required roles assigned. Check out Customize idea flows for more information.

Open any automation idea profile.
Select More Actions > Jira Connection

At this point, Automation Hub checks if an existing Jira Connection is in place for the user who is performing the action.

If the Jira Connection is created in the Integration service under the same workspace the admin configured in the Jira Authentication screen, then continue with step # 3 below.
If the Jira Connection is not configured properly for the user, or is not present, then the following flow will be prompted:
- Select Open authenticator.
- UiPath Integration Service opens in a new window from where you can select Add connection. Learn more about how to use connectors in Connections page.
- A new Connect to Jira window appears where the Site URL and Scope should be prefilled. Select Connect.
- The Atlassian webpage opens, where you need to confirm the UiPath - Jira integration. Select Accept.
- You're redirected to the initial Jira Connection page within Automation Hub where, below Open authentication button you need to select Confirm, for the integration connection to be successful.

The Jira authentication flow will be prompted only one time for the user at the first attempt of using the integration, only if they do not have an existing connection in place.

3. A sidebar is displayed with two options:

Create a Jira Ticket - This option creates a Jira ticket with the following parameters:
- It will be created using the Jira Project and Jira Issue Types defined by the admin.
- It will prefill the Jira fields defined by the admin in the Field Mapping tab.
  
  Note: When the Jira ticket is created, in the “Description” field in Jira ticket, the message Issue submitted from Automation Hub is added, which includes a hyperlink to the automation idea.
- Link to a Jira ticket - This allows you to link the idea to a specific Jira ticket.

The linked issue will be validated before saving to make sure that:

It is from the same project as the one defined in the Jira authentication menu.
The issue type matches the one defined in the Jira authentication menu.
The format of the URL is correct.

Note: When the automation idea is linked to the Jira ticket, the phrase: Issue linked to the following Automation Hub Idea is added in the comments section of the Jira ticket.

Unlink a Jira Ticket

To unlink a Jira Ticket from an automation idea, use the following steps.

Open an automation idea, that is linked to a Jira ticket.
Select More Action > Jira Connection.
From the sidebar displayed, select Unlink Jira ticket.
A message popup confirms that the automation idea is now unlinked.

Unlinking an idea is possible only if the user has a valid Jira Connection in place.

Automation Hub User Guide

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