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
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
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
Click on Jira to view available actions
Select your desired Jira action from the comprehensive list
How to Connect Your Jira Account
Initial Setup
Click "Connect Jira Account" in any Jira action
Follow the Jira authentication process for your Cloud instance
Grant necessary permissions for issue and project access
Your Cloud ID will automatically populate in dropdown selections
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
Connect your Jira account
Select Cloud ID from dropdown
Enter JQL Query using Jira Query Language syntax
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
Connect your Jira account
Select Cloud ID from dropdown
Choose Issue ID or Key from dropdown
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
Connect your Jira account
Select Cloud ID from dropdown
Choose Project ID from dropdown
Select Issue Type (Bug, Task, Story, etc.)
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
Connect your Jira account
Select Cloud ID from dropdown
Choose Issue ID or Key from dropdown
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
Connect your Jira account
Select Cloud ID from dropdown
Choose Issue ID or Key from dropdown
Select Transition to apply from dropdown
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
Connect your Jira account
Select Account ID (pre-filled after connection)
Choose Issue ID or Key from dropdown
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
Connect your Jira account
Select Cloud ID from dropdown
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
Connect your Jira account
Select Cloud ID from dropdown
Choose Project ID from dropdown
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
Connect your Jira account
Select Cloud ID from dropdown
Choose Project from dropdown
Enter Version Name for the new release
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
Connect your Jira account
Select Cloud ID from dropdown
Choose Issue ID or Key from dropdown
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
Connect your Jira account
Select Cloud ID from dropdown
Choose Issue ID from dropdown
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
Connect your Jira account
Select Cloud ID from dropdown
Choose Issue ID or Key from dropdown
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
Connect your Jira account
Select Cloud ID from dropdown
Choose Issue ID or Key from dropdown
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
Connect your Jira account
Select Cloud ID from dropdown
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
Connect your Jira account
Select Cloud ID from dropdown
Choose Assignee ID from dropdown (pre-populated)
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
Connect your Jira account
Select Cloud ID from dropdown
Choose Issue ID or Key from dropdown
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
Connect your Jira account
Select Cloud ID from dropdown
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
Connect your Jira account
Select Cloud ID from dropdown
Choose Field ID from dropdown
Select Context ID from dropdown
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 usernow()
: Current date/timestartOfDay()
,endOfDay()
: Time boundariesmembersOf()
: 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
Add the appropriate Jira action based on your issue tracking needs
Connect your Jira account securely (Cloud ID auto-populates)
Configure required fields (projects, issues, queries, etc.)
Set optional properties for advanced functionality and data retrieval
Connect the action to other workflow steps as needed
When the workflow runs, the Jira action will execute the specified operation
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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