This chapter helps you to learn your way around Actions for JSM after installation.
Actions for Jira Service Management app allows you to create multiple customized Request actions and Workflow actions, thanks to which customers can effortlessly edit requests on the Customer Portal.
Creating multiple Request actions guarantees full customization of request editing, and editing them increases interactions on the Customer Portal. Additionally, Workflow actions enable customers to update their requests on the relevant workflow transitions.
Warning
Before you start, log in as a user with Jira Administrators project permissions. For more information, see Atlassian documentation.
There are 3 main areas you should explore as the first steps after the app’s installation:
Get Started Panel Actions for Jira Service Management
You will be redirected to the Get started section, where you can click Go to configuration.
Get Started Section Actions for Jira Service Management
You will see the Select project dialog. Choose projects you want to use for the Actions for JSM configuration.
To start configuring, click Go to configuration.
Project Panel Actions for Jira Service Management
Result
You are redirected to the selected project settings. Now you can start the Request actions configuration by adding your first Request action.
Accessing Global settings
Steps
Navigate to Apps > Manage apps.
Click Actions for Jira Service Management.
Managed Apps Actions for Jira Service Management
Select the Global settings section.
General Settings Actions for Jira Service Management
Result
You are redirected to the Global Settings, including two sections:
Configuration
Use variables to change the default internal comment message appearing on edited requests (up to 400 characters) or keep the default one. The internal comment will be visible only to Jira Agents. Enable comments directly in the Request actions or Workflow actions in the Agent informing options section.
Note
Create the content of the internal comment message by using variables defined in the formula below:
Fields {{editFields}}
Editor {{editAuthor}}
Date {{editDate}}
Action Name {{editActionName}}
Example: On {{editDate}}, the user {{editAuthor}} edited {{editFields}} in {{editActionName}}
Comments Configuration Actions for Jira Service Management
Data collection
Enable data collection to suit our development efforts in Actions for JSM to meet your needs better. Your agreement allows us to collect numerical, anonymized data explaining how your users interact with Actions for JSM. This data lets us improve the product’s features and your users’ productivity, enhancing the positive work experience.
Please see our EULA and Privacy Policy for details.
Comments Configuration Actions for Jira Service Management
Accessing Workflow actions
Steps
Navigate to Apps > Manage apps.
Click Actions for Jira Service Management.
Managed Apps Actions for Jira Service Management
Select the Workflow actions section.
Workflow actions section Actions for Jira Service Management
Result
You are redirected to the Workflow actions view. Now you can add and configure your Workflow actions to provide customers with the possibility to edit their requests on the relevant workflow transitions.
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