Definition

The "Create Issue" action in the Jira category enables you to create new issues or subtasks in your Jira Cloud projects seamlessly. This action provides flexibility in defining issue details such as project, issue type, assignee, priority, and more, ensuring proper organization and tracking. Whether it's logging a bug, assigning a task, or creating a subtask under an existing issue, this action simplifies issue management in your Jira workflows.

Example Use Cases

1. Bug Tracking

Automatically create a new Jira issue for bugs reported through a customer support form or error monitoring tool. This ensures bugs are logged and assigned promptly for resolution.

2. Task Assignment

Generate tasks directly from a project management workflow, assigning them to team members based on predefined criteria such as role or availability.

3. Subtask Creation

Break down a larger task into subtasks by creating linked issues. This is useful for organizing work into smaller, manageable units under a parent task.

4. Customer Feedback Integration

Automatically create Jira issues for customer feedback or feature requests submitted through a survey or feedback form, categorized with appropriate labels for prioritization.

5. Incident Management

Log incidents in Jira directly from monitoring tools, setting priorities and assigning them to the relevant team for quick resolution.

6. Deadline-Driven Workflows

Create issues with due dates and priorities based on project deadlines or SLA requirements, ensuring timely completion of tasks.

7. Cross-Team Collaboration

Use the action to create tasks or subtasks assigned to different teams, ensuring clear communication and tracking across departments.

Inputs Explanation

Connection

Specifies the connection to your Jira account. This is required to authenticate and perform actions within your Jira instance. Ensure the connection has the necessary permissions to create issues.

Jira Cloud

The unique identifier for your Jira cloud instance. This field links the action to the correct Jira environment where the issue will be created.

Jira Project

Select the Jira project where the issue will be created. Projects help organize and categorize issues by teams, workflows, or initiatives.

Issue Type

Defines the type of issue to create. Options include:

Task: For standalone work items or deliverables.
Sub-task: For smaller tasks linked to a parent issue.

Fields for Task

Reporter

The person reporting the issue. This field identifies the issue's source and helps track who submitted it.

Summary

A concise title or description of the issue. This provides a quick overview for team members.

Fields for Sub-task

Parent

The issue key of the parent task. This links the sub-task to its corresponding parent issue.

Reporter

The person reporting the sub-task, helping track its origin.

Summary

A brief description of the sub-task to provide clarity on its purpose.

Optional Fields

Assignee: Assigns the issue to a specific person or team.
Attachment: Uploads files relevant to the issue, such as screenshots or logs.
Category: Adds metadata or categorization for organizational purposes.
Description: A detailed explanation of the issue.
Due Date: The deadline for completing the issue.
Labels: Tags to categorize the issue, improving searchability and filtering.
Rank: Indicates the issue’s position in the backlog or sprint.
Priority: Specifies the urgency of the issue (e.g., High, Medium, Low).
Start Date: The date work on the issue begins.
Team: Assigns the issue to a specific team for better collaboration.
Time Tracking: Tracks time spent on the issue for project management purposes.

Step-by-Step Guide

Follow these steps to incorporate the Create Issue action into your workflow:

Step 1: Add the "Create Issue" Action to Your Flow

Drag and drop the Create Issue action into your flow under the "Jira" category.

Step 2: Configure the Connection

In the Connection field, select or create a connection to your Jira instance.
Authenticate using your Jira account credentials if prompted.

Step 3: Specify the Jira Cloud Instance

Enter the Jira Cloud ID to link the action to the correct Jira environment.
This ID can be obtained from your Jira administration settings.

Step 4: Select the Jira Project

Choose the Jira Project where the issue will be created.
This organizes the issue within the appropriate team or workflow.

Step 5: Choose the Issue Type

Select Task or Sub-task in the Issue Type field.
Depending on your selection, the configuration fields will adjust.

Step 6: Populate Fields for "Task" or "Sub-task"

For Tasks:
- Enter the Reporter (the person reporting the issue).
- Provide a Summary to describe the issue briefly.
- Optionally, fill in additional fields like Assignee, Description, Labels, Due Date, or Attachments.
For Sub-tasks:
- Provide the Parent issue key to link the sub-task to its parent.
- Enter the Reporter and Summary.
- Optionally, fill in fields such as Assignee, Description, or Labels.

Step 7: Add Attachments (Optional)

Use the Attachment field to upload relevant files, such as screenshots or logs.
Select file payloads from previous actions in your flow.

Step 8: Customize Optional Fields (Optional)

Fill out additional optional fields as needed, such as:
- Priority: Define the urgency of the issue.
- Time Tracking: Add estimated or logged time for the issue.
- Labels: Add tags to categorize the issue.

Step 9: Test the Action

Save your flow and run a test to ensure the issue is created successfully in Jira.
Verify that the issue appears in the selected project with the correct details.

Step 10: Use Outputs in Subsequent Steps

The action provides Issue ID and Issue Key as outputs.
Use these outputs in subsequent actions, such as sending notifications or updating related systems.

This guide demonstrates how to integrate the Create Issue action into a flow, ensuring efficient issue tracking and management within Jira.

Example

Scenario: Customer Support Workflow
A company uses Jira to manage customer support tickets. When a customer submits a support request through an online form, the system automatically triggers a flow that:

Extracts the form details (e.g., issue description, urgency level, and customer information).
Uses the Create Issue action to create a new Task in the Jira project for the support team.
- The Summary field is populated with the customer's issue title.
- The Description field contains the detailed request from the form.
- The Priority is set based on the urgency indicated by the customer.
- The issue is assigned to the appropriate team member.

Outcome:
The support team receives a new Jira issue with all the relevant details, allowing them to address the customer's request efficiently. If needed, a Sub-task can also be created for specific troubleshooting steps or follow-ups.