Building a review process with Jira Automation

In this tutorial, you’ll learn how to use Jira Automation to build a review cycle into your Jira Cloud workflows so that you can implement a compliant review process without the overhead of third-party apps and electronic signatures. You’ll find this feature helpful for bug triage, design reviews, and anywhere else an audit-ready review process is required.

Related episodes:

#jiracloud #jiraautomation #electronicapprovals #gxp #lifesciences #lifescience #jiraadmin #designreview #jira

Contents:
00:00 - Intro
00:16 - Demo
03:04 - Audit Readiness
03:43 - Configure User Groups
04:18 - Configure Custom Fields
04:53 - Configure Comments Screen
05:12 - Configure Jira Workflow
07:14 - Configure Jira Automation
08:00 - Rule #1 - Notify Reviewers
09:21 - Rule #2 - Set Business Reviewer
11:41 - Rule #3 - Set Technical Reviewer
12:28 - Rule #4 - Clear Reviewers
14:09 - Outro

[agile-innovations]

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[puseletsomaraba]

Great work, thank you for the quality and thorough content. ❤

[Frederik-wlne]

Hi Aaron, thanks for another VERY helpful video! I just created a similar workflow following the logic you built in this video, but I had to make the following addition to the automation for it to work: in the "IF" statement where the automation checks if the other group has already signed or not, if you only have the "check field does not equal ---" and this is the first time you run it for the issue (i.e. the fields are blank and not "---") then the condition will always succeed as the field will be blank and not equal to "---". So I had to add an "AND" statement where the automation checks that the field "is not empty". This means my "IF" statement checks: the field does not equal "---" AND the field is not empty.

[dali.g]

Hi Aaron,

I am trying to reproduce this in JIRA Server and have some troubles.

Everything works fine until I add the condition to the workflow transition to „hide it to the user“.

If I do that, the Automation Rule will not run anymore.

Any idea what the issue there is?

Using JIRA Server 8.22.2

Thanks for your great content!!