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Jira

Jira integration in Lleverage enables you to automate issue tracking, project management, and team collaboration workflows directly with your Jira Cloud instance. Create, update, and manage issues, projects, and workflows while maintaining comprehensive project tracking and team coordination seamlessly within your automated processes.

Key Features

  • Issue management - Create, update, transition, and track issues with comprehensive properties

  • Advanced search - Use JQL (Jira Query Language) for powerful issue filtering and retrieval

  • Project operations - Manage projects, versions, and project metadata

  • Workflow automation - Handle issue transitions and status changes

  • Team collaboration - Manage assignees, watchers, and comments

  • Attachment handling - Add single or multiple attachments to issues

  • Custom fields - Work with custom field options and contexts

  • User management - Retrieve user details and manage assignments

  • Task tracking - Monitor long-running operations and background tasks

Key Jira Concepts

Understanding Jira Structure

  • Cloud ID: Unique identifier for your Jira Cloud instance (appears in dropdowns after connection)

  • Issue: Individual work item, bug, task, or story within a project

  • Project: Container for related issues, with specific workflows and configurations

  • Issue Type: Category of issue (Bug, Task, Story, Epic, etc.)

  • Transition: Movement from one status to another in the workflow

  • Status: Current state of an issue (To Do, In Progress, Done, etc.)

  • Workflow: Sequence of statuses and transitions that issues follow

  • Assignee: User responsible for working on the issue

  • Watcher: User who receives notifications about issue changes

  • JQL: Jira Query Language for advanced searching and filtering

Project and Version Management

  • Project Version: Release or milestone within a project

  • Custom Field: Additional data fields specific to your organization's needs

  • Context: Scope where custom fields are available (specific projects or issue types)

  • Field Options: Available values for custom select fields

Collaboration Features

  • Comments: Discussion and updates on issues

  • Attachments: Files associated with issues

  • History: Record of all changes made to an issue

  • Metadata: Additional information about issues, projects, and users

How to Add Jira Integration

  1. Open the Add Action menu using one of three methods:

    • Click the "Add Action" button in the top left corner

    • Click on a connection circle on an existing action card

    • Click and drag from one action to create a connection

  2. Navigate to Jira integration:

    • Select "External Apps" from the categories

    • Search for "Jira" in the provider list, or

    • Scroll down to find Jira in the alphabetical list

  3. Click on Jira to view available actions

  4. Select your desired Jira action from the comprehensive list

How to Connect Your Jira Account

Initial Setup

  1. Click "Connect Jira Account" in any Jira action

  2. Follow the Jira authentication process for your Cloud instance

  3. Grant necessary permissions for issue and project access

  4. Your Cloud ID will automatically populate in dropdown selections

  5. User-specific dropdowns (Assignee ID, User ID) will be pre-filled with your account information

💡 Cloud ID: This unique identifier for your Jira instance appears automatically after connection and is required for all Jira operations.

How to Configure Jira Actions

How to Search and Retrieve Issues

Search Issues with JQL

  1. Connect your Jira account

  2. Select Cloud ID from dropdown

  3. Enter JQL Query using Jira Query Language syntax

  4. Configure optional properties:

    • Max Results: Limit number of issues returned

    • Fields: Specify which issue fields to retrieve

    • Expand: Include additional data (comments, attachments, etc.)

    • Properties: Include issue properties

    • Fields by Key: Retrieve fields using their keys rather than names

    • Validate Query: Check JQL syntax before execution

💡 JQL Examples:

  • project = "PROJ" AND status = "In Progress"

  • assignee = currentUser() AND created >= -7d

  • labels = "urgent" OR priority = "High"

💡 Use case: Find issues matching complex criteria for batch operations, generate reports on specific issue sets, or retrieve issues for automated processing based on sophisticated filters.

Get Issue

  1. Connect your Jira account

  2. Select Cloud ID from dropdown

  3. Choose Issue ID or Key from dropdown

  4. Configure optional properties:

    • Fields: Specify which issue data to retrieve

    • Fields by Key: Use field keys instead of names

    • Properties: Include issue properties

    • Update History: Include change history

    • Expand: Include additional related data

💡 Use case: Retrieve detailed information about specific issues for workflow decisions, get current issue status for processing, or extract issue data for integration with other systems.

How to Manage Issues

Create Issue

  1. Connect your Jira account

  2. Select Cloud ID from dropdown

  3. Choose Project ID from dropdown

  4. Select Issue Type (Bug, Task, Story, etc.)

  5. Configure optional properties:

    • History: Include creation history

    • Metadata: Add issue metadata

    • Properties: Set issue properties

    • Update: Specify additional fields during creation

    • Additional Properties: Set custom fields and advanced options

💡 Subtasks: When subtask creation is enabled in your project, you can create subtasks under parent issues.

💡 Use case: Automatically create issues from external triggers (support tickets, bug reports), generate tasks from workflow conditions, or establish work items with complete project context.

Update Issue

  1. Connect your Jira account

  2. Select Cloud ID from dropdown

  3. Choose Issue ID or Key from dropdown

  4. Configure optional properties:

    • History: Update change history

    • Metadata: Modify issue metadata

    • Properties: Update issue properties

    • Additional Properties: Modify custom fields

    • Project ID: Move issue to different project

    • Notify Users: Control notification settings

    • Override Screen Security: Bypass field restrictions

    • Override Editable Flag: Allow editing of restricted fields

    • Transition ID: Apply transition during update

    • Transition Looped: Handle transition loops

💡 Use case: Update issue progress based on external system changes, modify issue details from workflow processing, or synchronize issue data with other tools.

Transition Issue

  1. Connect your Jira account

  2. Select Cloud ID from dropdown

  3. Choose Issue ID or Key from dropdown

  4. Select Transition to apply from dropdown

  5. Configure optional properties:

    • Fields: Update fields during transition

    • Update: Additional field updates

    • Issue Metadata: Modify metadata during transition

    • Properties: Update properties

    • Additional Properties: Handle custom fields

💡 Use case: Move issues through workflow stages automatically, update issue status based on external events, or trigger workflow progression from automated processes.

Assign Issue

  1. Connect your Jira account

  2. Select Account ID (pre-filled after connection)

  3. Choose Issue ID or Key from dropdown

  4. Select Assignee ID from dropdown (pre-populated with available users)

💡 Use case: Automatically assign issues based on expertise, workload, or workflow conditions, reassign issues when team roles change, or distribute work based on automated criteria.

How to Manage Projects

Get All Projects

  1. Connect your Jira account

  2. Select Cloud ID from dropdown

  3. Configure optional properties:

    • Recent: Show recently accessed projects

    • Properties: Include project properties

    • Expand: Include additional project data

💡 Use case: Audit project structure, retrieve available projects for issue creation, or generate project reports and metadata.

Delete Project

  1. Connect your Jira account

  2. Select Cloud ID from dropdown

  3. Choose Project ID from dropdown

  4. Enable Enable Undo checkbox for recovery option

⚠️ Warning: Project deletion is a significant operation. Ensure you have backups and proper authorization before deleting projects.

💡 Use case: Clean up completed or obsolete projects, remove test projects, or manage project lifecycle as part of organizational workflows.

Create Version in Project

  1. Connect your Jira account

  2. Select Cloud ID from dropdown

  3. Choose Project from dropdown

  4. Enter Version Name for the new release

  5. Configure optional properties:

    • Description: Version description and notes

    • Archived: Set archive status

    • Released: Mark as released version

    • Start Date: Version start date

    • Release Date: Planned or actual release date

    • Move Unfixed Issues To: Handle incomplete issues

    • Expand: Include additional version data

💡 Use case: Automatically create release versions based on development milestones, manage version lifecycle through workflows, or coordinate release planning with project timelines.

How to Handle Collaboration

Add Watcher to Issue

  1. Connect your Jira account

  2. Select Cloud ID from dropdown

  3. Choose Issue ID or Key from dropdown

  4. Select User ID from dropdown (pre-populated with available users)

💡 Use case: Automatically add stakeholders as watchers based on issue type or content, notify team members of critical issues, or maintain visibility for specific user groups.

List Issue Comments

  1. Connect your Jira account

  2. Select Cloud ID from dropdown

  3. Choose Issue ID from dropdown

  4. Configure optional properties:

    • Order By: Sort comments by date or other criteria

    • Expand: Include additional comment data

💡 Use case: Retrieve comment history for analysis, extract discussion context for workflow decisions, or monitor team communication on specific issues.

How to Manage Attachments

Add Attachment to Issue

  1. Connect your Jira account

  2. Select Cloud ID from dropdown

  3. Choose Issue ID or Key from dropdown

  4. Enter File Name for the attachment

💡 Use case: Automatically attach workflow outputs to issues, add generated reports to project issues, or include relevant files based on issue content.

Add Multiple Attachments to Issue

  1. Connect your Jira account

  2. Select Cloud ID from dropdown

  3. Choose Issue ID or Key from dropdown

  4. Select File Names from dropdown for batch attachment

💡 Use case: Attach comprehensive documentation sets, add multiple files from workflow processing, or include related files in bulk operations.

How to Work with Users and Advanced Features

Get Users

  1. Connect your Jira account

  2. Select Cloud ID from dropdown

  3. Configure optional properties:

    • Query: Search for specific users

    • Expand: Include additional user data

💡 Use case: Retrieve team member information for assignments, audit user access across projects, or populate user selection options in workflows.

Get User

  1. Connect your Jira account

  2. Select Cloud ID from dropdown

  3. Choose Assignee ID from dropdown (pre-populated)

  4. Configure optional properties:

    • Expand: Include detailed user information

💡 Use case: Get specific user details for workflow decisions, retrieve user metadata for reporting, or validate user information for automated assignments.

Get Transitions

  1. Connect your Jira account

  2. Select Cloud ID from dropdown

  3. Choose Issue ID or Key from dropdown

  4. Configure optional properties:

    • Transition ID: Get specific transition details

    • Skip Remote Only Conditions: Include all transitions

    • Include Unavailable Transitions: Show restricted transitions

    • Sort by Ops: Order transitions by operations

    • Status: Filter by target status

    • Expand: Include additional transition data

💡 Use case: Determine available workflow actions for issues, validate transition permissions before automation, or audit workflow configurations.

Get Task

  1. Connect your Jira account

  2. Select Cloud ID from dropdown

  3. Enter Task ID for long-running operation monitoring

💡 Use case: Monitor progress of bulk operations, track background task completion, or handle asynchronous Jira operations in workflows.

Create Custom Field Options Context

  1. Connect your Jira account

  2. Select Cloud ID from dropdown

  3. Choose Field ID from dropdown

  4. Select Context ID from dropdown

  5. Choose Options from dropdown

💡 Use case: Manage custom field configurations programmatically, maintain field options across projects, or synchronize custom field data with external systems.

Understanding JQL (Jira Query Language)

JQL Basics JQL is Jira's powerful query language for searching issues:

  • Field operators: =, !=, >, <, >=, <=

  • Text operators: ~ (contains), !~ (does not contain)

  • List operators: IN, NOT IN

  • Logical operators: AND, OR, NOT

Common JQL Functions

  • currentUser(): Current logged-in user

  • now(): Current date/time

  • startOfDay(), endOfDay(): Time boundaries

  • membersOf(): Members of a group

💡 JQL Tips: Start with simple queries and build complexity gradually. Use Jira's query builder to learn syntax before implementing in workflows.

Important Considerations

  • Cloud ID uniquely identifies your Jira instance and is required for all operations

  • Issue keys are project-specific (e.g., PROJ-123) while Issue IDs are globally unique numbers

  • Transitions depend on workflow configuration and user permissions

  • Custom fields require proper context configuration for visibility

  • JQL queries can be complex but provide powerful filtering capabilities

  • Background tasks may require monitoring for completion

  • Project permissions affect available operations and data access

⚠️ Permissions: Ensure your Jira account has appropriate permissions for the projects and operations your workflows need to perform.

How Jira Actions Work in Your Workflow

  1. Add the appropriate Jira action based on your issue tracking needs

  2. Connect your Jira account securely (Cloud ID auto-populates)

  3. Configure required fields (projects, issues, queries, etc.)

  4. Set optional properties for advanced functionality and data retrieval

  5. Connect the action to other workflow steps as needed

  6. When the workflow runs, the Jira action will execute the specified operation

  7. Issue and project data become available as variables for subsequent workflow actions

Common Workflow Patterns

Automated Issue Management

  • Create issues from external triggers (support requests, monitoring alerts)

  • Update issue status based on development pipeline progress

  • Transition issues through workflow stages automatically

  • Assign issues based on expertise, workload, or project requirements

Advanced Issue Processing

  • Use JQL to find issues matching complex criteria for batch operations

  • Retrieve issue data for reporting and analysis

  • Synchronize issue information with external project management tools

  • Monitor long-running operations through task tracking

Project and Release Management

  • Create project versions based on development milestones

  • Manage project lifecycle through automated workflows

  • Coordinate release planning with version management

  • Archive completed projects and versions

Team Collaboration Automation

  • Add watchers to issues based on content or priority

  • Attach workflow outputs and generated reports to issues

  • Monitor team communication through comment analysis

  • Manage user assignments across multiple projects

💡 Best Practice: Use Jira actions to seamlessly integrate issue tracking into your development and project management processes - from automated issue creation and status updates to comprehensive project coordination and team collaboration across complex organizational workflows.

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