Use case
Onboarding process could be different based on the company policy, but as a use case we will consider having a dedicated ticket created for a candidate. The ticket follows the employing workflow. When both parts agree on working together, then using this template we will create a project in the Jira Service Management application for the new employee.
🛠️ Configuration
Add the Execute remote action post function to the desired transition or create a new transition.
Create remote action
Select the action to get started. Choose Create a Jira project.
Based on the external Jira instance you can select either Cloud or On-prem template.
Select connection
Choose an existing connection to the external Jira instance or create a new connection.
Customize your action
Set action parameters
The values used below are created for the example only. Please provide real input from your instance for making the use case realistic.
Project name
Set it manually using the expression editor as follows:
JWT Template project
Project key
Set it manually using the expression editor as follows:
JTP
Project template
Choose Project management.
Project lead
Choose Reporter.
From the used template, you can retrieve the Project ID and/or the Project key and save them in any field.
Optionally, you can use the Update issue fields (optional) section to save the response body or parts of it into some field.
Update issue fields (optional)
Select the field to be set.
Choose Description.
Set the value.
Choose Project ID.