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Projectrak as action - Create a project and fill Projectrak with issue data after issue transition

Owned by Leo Díaz Murillo
Last updated: Apr 14, 2023 by Carlos Morán Batuecas
2 min read

Required

To perform this use case, you need to have technical knowledge. If you need any kind of help, you can contact us through help@deiser.com

 It is not necessary to create a Project, just avoid the second step of the automation rule

Create an automation rule

1. Configure trigger

Create a new trigger → When issue transitioned

2. Create a project

Generate a base64 authentication for the Jira user

Generate a string in base64 with the text "<JIRA_USER>:<JIRA_API_TOKEN>"

1. Use the terminal:

echo -n YOUR_JIRA_USER:YOUR_JIRA_API_TOKEN | base64

2. Store the result (something like this):

Configure action

Add component → New action → Send web request

  • Web request URL: https://YOUR_INSTANCE.atlassian.net/rest/api/3/project

  • Headers:

    • Content-Type: application/json

    • Authorization: Basic c2VydmljZXRlYW2AZGVpc2VyLmNvbTpBTGN1bkwzNzQ1YTRBUFY3cXcwZkU3MkQ=-EXAMPLE  (The Authentication in Base64)

  • HTTP method: POST

  • Web request body: Custom data

  • Custom data (ℹ️ Replace DUMMYAUTO for your project key)

    { "key": "DUMMYAUTO", "name": "Test dummy project autogenerated", "description": "Description for Test dummy project autogenerated", "leadAccountId": "{{issue.reporter.accountId}}", "url": "https://www.deiser.com", "assigneeType": "UNASSIGNED", "projectTemplateKey": "com.atlassian.jira-core-project-templates:jira-core-simplified-project-management" }



  • Check: Delay execution of subsequent rule actions until we've received a response for this web request



3. Store the project ID in a variable

Add component → New action → Create variable

  • Variable name: targetProjectId

  • Smart value: {{webResponse.body.id}}

 

4. Get the authorization token

Add the steps “Get the Projectrak JWT” and then “Store the JWT in a variable“, described at this link: https://deiser-apps.atlassian.net/wiki/spaces/PROJECTRAKCLOUD/pages/1641490/How+to+create+a+Projectrak+authorization+in+Automation+for+Jira?src=search

Important:
If you don’t have already created a Projectrak API token , you have to do so as described in the first steps of the above link. If you have already got it, you can reuse it.

 

5. Update the project fields with the issue fields

Add component → New action → Send web request

  • Web request URL: https://profields-cloud.deiser.com/values/projects/{{targetProjectId}}

  • Headers:

    • Content-Type: application/json

    • Authorization: Bearer {{projectrakJwt}} → defined in step 4

  • HTTP method: POST

  • Web request body: Custom data

  • Custom data ( Replace for the Projectrak field ID key and the issue field)

    [ { "fieldId": 9754, "value": "{{issue.summary}}" }, { "fieldId": 9752, "value": "{{issue.description}}" } ]