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Global automation that creates a page in the Confluence Space that is connected to the Jira Project

Casey July 11, 2024

I would like to create a global automation that creates a Feature Requirements page in Confluence whenever a Jira issue summary contains "FRD".

The problem is, when creating the automation, I'm only able to select one specific Space for the Confluence page to be created in, regardless of which Jira Project the automation was triggered from.

Screenshot 2024-07-11 at 3.53.04 PM.png

If there was an option to select "The Space connected to the Jira project that triggered the automation", then I would be all set.

Since that is not an option, it appears that the only solution is to create a separate automation for every single Jira Project in order to have the Confluence pages created in their correct Spaces.

I have tried to flip the order of operations and use the creation of a Confluence Page as the trigger to create Jira Issues, but it's the same problem. I am only able to specify one specific Project in which the issues are created, regardless of which Confluence Space triggered the automation. 

Is there any other way that I can make this work without having to create/manage automations for every single Jira Project?

1 answer

0 votes
Najjar _Innovura_
Atlassian Partner
July 11, 2024

Hello Casey

It sounds like you're looking to streamline the creation of Confluence pages across multiple Jira projects without creating separate automations for each.

Here’s a step-by-step guide to setting up a global automation rule that can handle multiple projects by utilizing conditional logic:

  1. Create a Global Rule:

    • Go to Jira Settings ⚙️ > System
    • Click on global automation under Automation
  2. Create rule in Jira.
    • Set the trigger to Issue Created.
  3. Check for "FRD" in Issue Summary:

    • Add a condition to check if the issue summary contains "FRD".
  4. Use Branching for Each Project:

    • Add a New Branch/Condition for each Jira project.
    • Within each branch, use a Create page in Confluence action.
    • Configure the Confluence space dynamically by setting the space field based on the Jira project
  5. Configure Page Details:

    • Set the page title and other details as required.
  6. Repeat for each project
  7. Tun on Rule.

    • Give your rule a name
    • Turn on rule

image.png

Additionally, there are apps available that allow for dynamic page creation based on the project, by building a project space scheme. It can dynamically determine the correct space for the page based on the project details, further simplifying the page creation process.

You can learn more and try out Pageify - Automate pages from Jira

 

Hope this helps!

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