Versions Compared

Old Version 15

changes.mady.by.user Sireesha Dugginapeddi [Appfire] (Inactive)

Saved on

compared with

New Version 16

changes.mady.by.user Sireesha Dugginapeddi [Appfire] (Inactive)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Shared actions allow you to create actions that run one or more post-functions (in a sequence). These actions can then be used in the Shared Action post-function that can be added to multiple workflow transitions. In essence, the shared actions feature enables you to create shared post-functions (that run in a sequence), and add them to various transitions across workflows. This helps you reuse the most common configurations making the maintenance of your workflows simple.

Navigate to the Shared actions page using Jira Settings → Manage apps → Shared actions. This page lists all the existing shared actions and displays where each shared action is used. A shared action can be used in:

This page also allows you to add new shared actions, or edit or delete an existing action.

Table of Contents
minLevel1
maxLevel3

Add a shared action

To add a shared action:

  1. Navigate to Jira Settings → Manage apps → Shared actions.


  2. Click Add shared action to navigate to Shared actions editor where you can add the configuration details.


    Add the following:

    • Action name: Enter a meaningful name for the action.

    • Description: Enter a more detailed explanation of what the action would accomplish.

    • Post-functions: Click Add post-function to navigate to the window that lists all the available post-functions. Select a post-function, configure as needed and add it to the list here. The post-functions added here are run in the sequence displayed. You can use the ☰ handle to drag a post-function and drop it wherever required in the list to reorder the sequence.
      Use Edit or Remove to make changes to the respective post-function or delete it from the list here.

  3. Click Saveto add the newly created shared action to the Shared actions screen.

Note

You see a warning message whenever you try to configure a shared action within itself indirectly. For example, consider two shared actions SA1 and SA2, where SA1 is used in SA2. When you edit SA1, if you select SA2 while adding the Shared Action post-function, you are indirectly using SA1 within itself.

Such a configuration might create an infinite loop. To avoid this scenario, verify the configuration before adding a Shared Action post-function to your shared actions.

Edit a shared action

  1. Click Edit in the Shared actions screen to modify the respective shared action.

  2. Modify the action details in the Shared action editor screen.

  3. Click Save to save the changes.

When you try to add a Shared Actionpost-function while editing a shared action, you notice that the shared action is disabled for selection. This is to avoid creating an infinite loop by adding the shared action to itself.

Delete a shared action

  1. Click Delete in the Shared actions screen to remove the respective shared action permanently.

  2. Click OK in the confirmation dialog to confirm. The shared action is deleted.

The Delete button is disabled when the respective shared action is used in:

You need to remove the references to delete a shared action.

Use one shared action in another

You can use an existing shared action that has with a specific sequence of post-functions that fits your requirement, in another shared action while creating or editing it. For example, consider an existing Send Emails shared action that used the Email issue and Comment issue post-functions in the order mentioned. Now, say you want to use this shared action in the Create issues shared action that uses the Create / Clone issue(s) and Comment issue post-functions.

To add Send Emails to Create issues:

  1. Navigate to Jira Settings → Manage apps → Shared actions.

  2. In the Shared actions screen, click Edit against the Create issues shared action.

  3. In the Shared action editor screen:

    1. Click Add post-function to navigate to the window that lists all the available post-functions.

    2. Select the Shared Action post-function.

    3. In the configuration screen, select the Send Emails shared action.

    4. Click Add.

    5. (Optional) Use the ☰ handle to drag the Shared Action post-function and drop it wherever required in the list to reorder the sequence.

  4. Click Save.