---
title: "Taking advantage of Jira automation capabilities"
canonical: "https://docs.getxray.app/space/XRAY/301696384/Taking%20advantage%20of%20Jira%20automation%20capabilities"
format: markdown
---
> Macro (toc)


# Overview

<span style="color: #0e101a">"Automation for Jira" app </span><span style="color: #0e101a">by Atlassian</span><span style="color: #0e101a"> is now part of Jira Software Data Center 9.0 and Jira Service Management Data Center 5.0. Jira Server/DC now provides </span><span style="color: #4a6ee0">[built-in automation capabilities](https://confluence.atlassian.com/automation/get-started-with-jira-automation-993924596.html)</span><span style="color: #0e101a"> allowing easy implementation of automated Jira processes and workflows.</span>

<span style="color: #0e101a">This way, users can implement rules </span><span style="color: #0e101a">that </span><span style="color: #0e101a">are</span><span style="color: #0e101a"> triggered</span><span style="color: #0e101a"> by an event, execute if a </span><span style="color: #0e101a">certain</span><span style="color: #0e101a"> condition(s) </span><span style="color: #0e101a">are met</span><span style="color: #0e101a">, and perform a </span><span style="color: #0e101a">certain</span><span style="color: #0e101a"> action(s). </span>

<span style="color: #0e101a">Rules can also be triggered</span><span style="color: #0e101a"> manually or may </span><span style="color: #0e101a">be scheduled</span><span style="color: #0e101a">.</span>

<span style="color: #0e101a">Since Xray uses issue types for most of its entities, you can use it to implement some rules related to Xray.</span>


Automation rules are available and, can be created, from the project settings, namely from the "Project Automation" tab.


![image](media://1537d79b-a59d-4c66-9a82-08c6bdbede68)



This document highlights some examples around triggering test automation but you may implement other automation rules related to your processes.


> ℹ️ **Please note**
> ℹ️ 
> ℹ️ The following examples are provided as-is, no warranties attached; use them carefully.
> ℹ️ 
> ℹ️ Please feel free to adapt them to your needs. 
> ℹ️ 
> ℹ️ Note: We don't provide support for Jira Server/DC Automation capabilities; if you have doubts concerning its usage, please contact Atlassian. If you have specific needs related to Xray, feel free to reach out [Xray support](https://jira.getxray.app/servicedesk/customer/portal/2) and share them with us.


# Concepts

Jira Automation allows project administrators to implement rules to automate certain processes, guaranteeing efficiency and consistency.

The main concepts of Jira Automation follow a very simple approach for defining an automation **rule**: if a certain "thing" happens (**trigger**) and certain **conditions** are met, then execute one or more **actions**.

- **Trigger**: Triggers start the execution of a rule. Triggers can listen for events or be scheduled to run.
  - manual
  - upon field or workflow status changes
  - upon releasing
  - periodic
  - ...
- **Condition**: Actions will only execute if all conditions preceding them pass.
  - "If" statement
  - Issue fields condition
  - ...
- **Action**: Actions perform changes to a system.
  - change fields on issues
  - transition issues
  - web request
  - log
  - ...


It's also possible to run actions on issues that are **related** to the issue that triggered the rule, using "**branches**".


> ℹ️ **Please note**
> ℹ️ 
> ℹ️ Automation rules run asynchronously.  Some actions can run in parallel but usually they're sequential. There is no interaction with the user (except if the trigger was set off manually from Jira's UI).

# Usage Examples

> Macro (children)

# Tips

## Accessing network-restricted CI/CD tools

If your target system is behind a firewall or it's a local IP address, you can use [ngrok](https://ngrok.com/) tool to create a temporary tunnel to it. Please check with your IT/security team(s).


## Accessing audit log of Jira automation

If you wan to have more information about the rule execution you can click on the project settings and then in to "Project Automation" tab.

This will take us to the Automation rule list page where we can click over one of the rules.

![image](media://09cb1e82-e5bb-4edd-bcde-451b42627f50)

This action opens the details page where we can access the *Audit log* of that rule.

![image](media://027bdbd2-0bb8-48d9-bfc8-e0b3e6d7335e)


<span style="color: #0e101a">This option will load all the actions performed on the rule, and if we press the "</span><span style="color: #0e101a">*Show more*</span><span style="color: #0e101a">" option, we can see more details.</span>

![image](media://3f66b30a-4af1-4a8c-bd5f-a85e7894e3b0)