Automating Jira Workflow Based on Custom Field (Priority Level)

[Mia Smith]

Hi Atlassian Community,

I'm currently working on a project where we're using Jira Software to manage our tasks and issues. We have a custom field called "Priority Level" that we use to classify the importance of each issue, with values ranging from "Low" to "High."

I already check this guide : https://support.atlassian.com/jira-service-management- cloud/docs/create-an-automation-rule-to-prioritize-your-service-desks-incident/salesforce admin course

I'm looking for guidance on how to automate the transition of issues between certain workflow statuses based on the value of this "Priority Level" custom field. Specifically, I want to:

1. Move issues with a "Low" priority to a "Waiting for Triage" status.
2. Move issues with a "Medium" priority to an "In Progress" status.
3. Move issues with a "High" priority to a "Critical" status.

I believe that Jira Workflow Automation might be the solution, but I'm not sure how to set up these rules effectively. Can anyone provide step-by-step instructions with the or point me in the right direction?

Thanks in advance!

[Darryl Lee · Accepted solution]

Hi @Mia Smith --

You should be able to do this with Jira Automation.

You need to decide what will trigger moving your issues. Is it when somebody first creates an issue? Or when they change the "Priority Level" custom field?

There are triggers for "Issue created" as well as "Field value changed".

You can then use a condition to see if the value is Low, Medium, or High, and depending on the value, then use the transition action to move the issue to the desired step.

There is a terrific overview here: Jira Software automation: basics & common use cases 

Automation is pretty point-and-click, so I would encourage you to set up a Sandbox environment or spin up a free instance of Jira Cloud where you can test it out, and once you've confirmed it works, you can recreate the rule on your production server.

If you run into problems, there's lots of folks willing to help debug your rule, although here's some good tips on that: Debug an automation rule 

Feel free to ask here, or if you have other specific questions, post them in this forum: Atlassian Automation