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An Event-based Actionaction is a series of one or more JMWE post functions that run when a change is made to an issue, such as when fields are modified, an issue is transitioned, or a comment is added.

Some examples of what can be achieved through Event-based Actions are:

• Synchronizing changes to a field with related issues such as sub-tasks, linked issues, epics, etc.

• Calculating the value of a field based on the values of another field. See this post for a demonstration.

• Copying a comment added by a customer on a Service Management request to linked Jira Software issues.

• Validating data when a user edits an issue field on the issue view screen (as opposed to validating field values during a transition, for which you should use a Validator). See this video for a demonstration.

Events

Nearly any issue event can trigger an Event-based Action; the Event configurations determine which specific event will trigger the action.

The following events are able to trigger an Event-based Action:

Administration

To access Event-based Actions:

1. Log into your Jira instance as an administrator.

2. Click the Settings icon ⚙️ in the upper right corner and select Apps.

3. Under JIRA MISC WORKFLOW EXTENSIONS in the left-hand panel, click Event-based Actions.

The Event-based Actions page (Figure 1, right) lists all Event-based Actions that have been created, as well as the following:

• Search - Filter the list of Event-based actions by action ID.

• Create new action - Click to create a new Event-based Action.

• Shared action list - A list of all Event-based Actions for the instance. The list includes the following information:

  • Enabled - Status of an Event-based Action. By default, a newly created Event-based Action is enabled.

  • Action Name - The name of the Event-based Action. Click the name to edit the Event-based Action.

  • Event(s) - The event or events that will trigger the action.

  • Projects - The number of projects to which the Event-based Action has been applied.
    Hold the pointer over the badge to see a list of projects in which the Event-based Action is used.

  • By - The user who created the action, or the last user to edit or enable/disable the action.

  • Last modified - When the action was last modified (edited or enabled/disabled).

  • Post-functions - The number of post functions included in the Event-based Action.
    Hold the pointer over the badge to see a list of the post functions included in the Event-based Action.

  • Action menu - Click to open a menu with specific actions for the Event-based Action:

    • Duplicate - Create a copy of the Event-based Action. The new action will have the same name as the original, with “- copy” appended.

    • View Summary - Open the Summary window (Figure 2, right), listing the triggering event for the action, the projects and issues included in the action, and the Post functions that will run in the Event-based Action.

    • ID - The Jira ID of the Event-based Action. Click the menu option to copy the ID value to your clipboard. This value can be used in the JMWE Logs page to filter the logs by Action ID.

    • Delete - Permanently delete the Event-based Action.

Filter and Sort

Configure an Event-based action

For more information on configuring Event-based actions, see this page.