This example demonstrates how to update the value of a Projectrak status field in multiple projects within your instance using manually triggered Automation.
1. Obtain the field IDs for the Projectrak Status and Projectrak Key fields.
First of all, It’s necessary to obtain the Projectrak “Status” from the Projectrak Field manager.
In the following example, the IDs are 12 for status and 2 for key.
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2. Create an Automation rule
Go to: Settings \ System \ Global Automation, and create a new rule
3. Rule steps: configure a trigger
Create a new trigger → “Manual trigger from issue”
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4. Rule steps: get the Projectrak authorization token and store it in a variable
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If you don’t have a Projectrak API token yet, follow the first steps (1 to 5) of the link below. |
Add to the rule the last 2 steps described in this link https://deiser-apps.atlassian.net/wiki/spaces/PROJECTRAKCLOUD/pages/1641490/How+to+create+a+Projectrak+authorization+in+Automation+for+Jira?src=search:
“6. Get the Projectrak JWT”
“7. Store the JWT in a variable“
5. Rule step: get the “Off track” value id, from the Projectrak Status field
Add component → New action → Send web request
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Replace the <status_field_id> with the one obtained in step 1 |
Web request URL: https://profields-cloud.deiser.com/items/fields/<status_field_id>?query=Off track
Headers:
Content-Type: application/json
Authorization: Bearer {{projectrakJwt}}
HTTP method: GET
Web request body: Empty
Check: Delay execution of subsequent rule actions until we've received a response for this web request
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6. Rule step: store the Status id in a variable
Add component → New Action → Create variable
Variable name: projectrakOfftrackStatusId
Smart value: {{#webResponse.body.values}}{{id}}{{/}}
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7. Generate a base64 authentication string for Jira
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If you don’t have a Jira API token yet, please go to this page and generate it. |
Open a Linux terminal and execute this command:
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echo -n JIRA_USER_EMAIL:JIRA_API_TOKEN | base64 |
For Windows powershell, please refer this link.
Copy the result string, please.
8. Rule step: get all projects through Jira API.
Add component → New action → Send web request
Web request URL: https://deiserdemo.atlassian.net/rest/api/3/project
Headers:
Authorization: Basic {{base64 authentication string for Jira}}
HTTP method: GET
Web request body: Empty
Check: Delay execution of subsequent rule actions until we’ve received a response for this web request.
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9. Rule step: iterate each project
Add component → New branch → Advanced branching
Smart value: {{webResponse.body}}
Variable name: project
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10. Rule step: get the Projectrak project key field in each project
Into the “For each”: Add component → New action → Send web request
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Replace the <project_key_field_id> with the one obtained in step 1 |
Web request URL: https://profields-cloud.deiser.com/values/projects/{{project.id}}/fields/<project_key_field_id>
Headers:
Content-Type: application/json
Authorization: Bearer {{projectrakJwt}}
HTTP method: GET
Web request body: Empty
Check: Delay execution of subsequent rule actions until we've received a response for this web request
Check: Continue running the rule even if the request response is not successful (i.e. non-200 response)
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11. Rule steps: compare if the obtained project keys meet the condition.
Into the “For each”: Add component → New condition → Advanced compare condition
First value: {{webResponse.body.value.value}}
Condition: contains regular expression
Second value: (<project_key_01>|<project_key_02| … )
Here, we check if the keys are valid to modify the value status. If the project key is in the “second value” of the condition, we will change the value.
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Duplicate step 10 and 11 to continue making the selection of the projects you want to modify. Ex: Priority = High |
12. Rule step: update project status field to “Off track”
Into the “For each”: Add component → New action → Send a web request
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Replace the <status_field_id> with the one obtained in step 1. |
Web request URL: https://profields-cloud.deiser.com/values/projects/{{project.id}}/fields/<status_field_id>
Headers:
Content-Type: application/json
Authorization: Bearer {{projectrakJwt}}
HTTP method: POST
Web request body: Custom data
Custom data: {{projectrakOfftrackStatusId}} is the item ID of status field from Projectrak
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{
"value": {{projectrakOfftrackStatusId}}
} |
Check: Delay execution of subsequent rule actions until we've received a response for this web request
Check: Continue running the rule even if the request response is not successful (i.e. non-200 response)
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