JIRA Cloud Platform

Getting Started with JIRA

Prerequisites

  • A JIRA account

In order to use JIRA with Make, it is necessary to have a JIRA account. If you do not have one, you can create a JIRA account on the Atlassian website.

Connecting JIRA to Make

To connect JIRA to Make, you must create an API token and insert it together with your Service URL and Username to the Create a connection field in Make.

To do so, follow these steps:

1. Go to https://id.atlassian.com/manage/api-tokens and log in.

2. Click Create API token.

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3. Enter a name for the API token and click Create.

4. Click Copy to copy the token to your clipboard.

You will not be able to view the token again after closing this dialog.

Store the generated token in a safe place.

5. Open Make and create a scenario. Add the JIRA Cloud Platform app to the scenario.

6. In the Connection field, click Add.

7. Fill in the Service URL, Username, and API Token fields with corresponding values.

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The connection is now established.

Triggers

Watch Issues

The module is triggered when there is a change in an issue. This module is an instant webhook.

Webhook name

Enter the webhook name.

Connection

Establish a connection to your JIRA account.

Hook type

Issue

Triggers when an issue is created, updated, deleted, or the worklog has been changed (select the desired event in the Events field).

Comment

Triggers when an issue comment is created, updated, or deleted (select the desired event in the Events field).

JQL filter

You can use Jira Query Language (JQL) to filter items. For example, you can use (status=resolved AND project=SysAdmin) OR assignee=bobsmith to limit incoming items to a certain project. More information about JQL can be found on the JIRA website.

Watch Issues (manual webhook registration)

This module is similar to the Watch Issues module above.

You need to register the Make webhook to JIRA manually.

This is useful when you have no JIRA administrator rights. The JIRA administrator can register the webhook for you.

Webhook name

Enter the webhook name.

Connection

Establish a connection to your JIRA account.

Hook type

Issue

Triggers the event you have set in JIRA for the provided webhook.

Comment

Triggers the event you have set in JIRA for the provided webhook.

Please use only the same type of events when creating this webhook in JIRA.

  1. Fill in the Add a hook dialog and click the Save button.

  2. Copy the provided webhook URL to the clipboard.

  3. Create a webhook in JIRA using the provided webhook URL.

Warning

The scenario will not work until you register the provided webhook in JIRA.

Actions

Assign Issue

Assigns an issue to a user. Use this module when the user does not have the Edit Issues permission but has the Assign issue permission for the project that the issue is in.

Connection

Establish a connection to your JIRA account.

Issue ID

Enter the ID of the issue you want to assign the user to. You can search for the Issue ID using the Search button.

User name

Enter the user name of the assignee.

If the user name is set to "-1", then the issue is assigned to the default assignee for the project.

If the user name field is left empty then the issue is set to unassigned.

The ID can be retrieved, for instance, using the JIRA Server > Search Issues module.

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Remove Attachment

Removes specified issue attachment.

Connection

Establish a connection to your JIRA account.

Attachment ID

Enter the Attachment ID. The ID can be retrieved, for example, using the Search Issues module.

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Delete Comment

Connection

Establish a connection to your JIRA account.

Issue ID

Enter the ID of the issue you want to delete the comment from.

Comment ID

Enter the ID of the comment you want to delete. The ID can be retrieved using the Search Issues module.

Update Comment

Allows you to edit the content of a selected comment.

Connection

Establish a connection to your JIRA account.

Issue ID

Enter the ID of the issue you want to update a comment in.

Comment ID

Enter the ID of the comment you want to delete. The ID can be retrieved using the Search Issues module.

New text

Enter the new comment content.

Add Attachment

Connection

Establish a connection to your JIRA account.

Issue ID

Enter the ID of the issue you want to attach a file to.

Source file

Select (map) the file you want to add as an attachment. For example, it can be done with the Dropbox > Get a file module.

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Add Comment

Connection

Establish a connection to your JIRA account.

Issue ID

Enter the ID of the issue where you want to enter the comment.

Text

Enter the new comment.

Transition Issue

Changes the status of the issue.

Connection

Establish a connection to your JIRA account.

Issue ID

Enter the ID of the issue.

Transition ID

Enter the transition ID. E.g. 11, 21, 31, or 41. You can find the ID at Jira settings>Issues>Workflows>Edit action>Text view.

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Get Attachment

Retrieves attachment information.

Connection

Establish a connection to your JIRA account.

Attachment Id

Enter the Attachment ID.

Get Issue

Retrieves information about an issue.

Connection

Establish a connection to your JIRA account.

Issue Id or Key

Enter the Issue ID, e.g. 10007 or key, e.g. TEST-7. The issue is identified by its ID or key, however, if the identifier doesn't match an issue, a case-insensitive search and check for moved issues is performed.

Delete Issue

Deletes an issue.

An issue cannot be deleted if it has one or more sub-tasks. To delete an issue with sub-tasks, enable the option Delete subtasks.

Connection

Establish a connection to your JIRA account.

Issue Id or Key

Enter the Issue ID, e.g. 10007 or key, e.g. TEST-7.

Delete subtasks

Enable this option to delete the issue that contains subtasks.

Create/Update Issue

Creates a new issue (when no Issue ID or key is defined) or updates an existing issue.

Connection

Establish a connection to your JIRA account.

Project

Select the project you want to create the issue in.

Issue type

Select the type of issue from the drop-down menu.

Issue Id or Key

Enter the Issue ID, e.g. 10007 or key, e.g. TEST-7.

Fill this field only if you want to update an existing issue!

Summary

Enter the summary of the issue. This field is mandatory when creating a new issue.

Issue type

Select the type of issue. This field is mandatory when creating a new issue.

Description

Enter a description for the new/updated issue.

Project

Select (or map) the project you want to create the issue in. This field is mandatory when creating a new issue.

Fix Version/s

N/A

Priority

Set the desired issue priority.

Epic link

Enter the epic link. Use the issue key (e.g. TEST-6), as JIRA doesn't have a way to convert from the name.

Labels

Add labels if needed.

Environment

Enter the environment for the issue. For example, operating system, software platform, and/or hardware specifications (include as appropriate for the issue).

Affects Version/s

N/A

Assignee

Enter the assignee's name. E.g. admin

Create Issue

Creates an issue.

Connection

Establish a connection to your JIRA account.

Project

Select the project you want to create an issue in.

Issue type

Select the type of issue from the drop-down menu.

Summary

Enter the summary of the issue.

Issue type

Select the type of issue.

Description

Enter a description for the new/updated issue.

Project

Select (or map) the project you want to create the issue in.

Fix Version/s

N/A

Priority

Set the desired issue priority.

Epic link

Enter the epic link. Use the issue key (e.g. TEST-6), as JIRA doesn't have a way to convert from the name.

Labels

Add labels if needed.

Environment

Enter the environment for the issue. For example, operating system, software platform, and/or hardware specifications (include as appropriate for the issue).

Affects Version/s

N/A

Assignee

Enter the assignee name. E.g. admin

Update Issue

Connection

Establish a connection to your JIRA account.

Project

Select the project you want to update the issue in.

Issue type

Select the type of issue from the drop-down menu.

Issue Id or Key

Enter the Issue ID, e.g. 10007 or the issue key, e.g. TEST-7.

Summary

Enter the summary of the issue.

Issue type

Select the type of issue.

Description

Enter a description for the new/updated issue.

Project

Select (or map) the project you want to create the issue in.

Fix Version/s

N/A

Assignee

Enter the assignee's name. E.g. admin

Priority

Set the desired issue priority.

Epic link

Enter the epic link. Use the issue key (e.g. TEST-6), as JIRA doesn't have a way to convert from the name.

Labels

Add labels if needed.

Environment

Enter the environment for the issue. For example, use operating system, software platform, and/or hardware specifications (include as appropriate for the issue).

Make an API Call

Allows you to perform a custom API call.

Connection

Establish a connection to your JIRA account.

URL

Enter a path relative to https://<site-url>/rest/api (e.g. /2/issue/123456).

For the list of available endpoints, refer to the Jira Server REST API Documentation.

Method

Select the HTTP method you want to use:

  • GET - to retrieve information for an entry.

  • POST - to create a new entry.

  • PUT - to update/replace an existing entry.

  • PATCH - to make a partial entry update.

  • DELETE - to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use - Get Issue

The following API call returns the issue with ID 10000 in your Jira account:

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Matches of the search can be found in the module's Output under Bundle > Body:

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Searches

Get Issue Comments

Retrieves details of a comment.

Connection

Establish a connection to your JIRA account.

Issue Id

Enter or select the Issue ID. Click the Search button. If the JQL field is left empty then all issues will be listed.

Max results

Set the maximum number of retrieved comments.

Search Issues

Connection

Establish a connection to your JIRA account.

JQL

You can use Jira Query Language (JQL) to search for issues. E.g. reporter = jsmith AND project = PIPELINE and issueType = Bug and createdDate >= -1d

The example searches for bugs created by John Smith yesterday in the Pipeline project.

Search JIRA like a boss with JQL.

Max results

Set the maximum number of retrieved comments.

Custom fields

When retrieving issues from JIRA via webhooks or Get Actions, you have some basic sample data from the general JIRA installation available. In order to get your custom fields, you need to have at least one issue available in JIRA so that Make can retrieve it and remember your custom fields. You just have to run your scenario (or run a single JIRA module) and the fields should be available to you. These custom fields will be available on your computer only, as they are saved in your browser, so if you access Make from another computer, you have to repeat the process.