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Automation rule

  • Automation clone allows user to download selected automation rules from Jira site, it supports same site & cross site cloning

  • Revyz supports

    • Backup of automation rules

    • Clone automation in same site or in different site

1. Steps for taking backups for automation rules

  • For automation backup, Atlassian API Token is needed so make sure that API token is valid

  • In Revyz Data Security app - > Click on “Setting“ tab

  • Click on Atlassian API token & check the email & token is valid

  • Once token is valid , click on backup on top navbar & Enabled Automation rules backup toggle to enable the backups

  • Go to Backup in left navbar, Click on Backup on top navbar - > you can take on-demand backup anytime select Configuration back up for backing up automation rules & triggered the backup

  • Once backup is triggered, Jobs page will open - > Click on latest job id & check more details with logs

2. Steps for cloning the automation rules

  • Click on “Clone & Restore” in left navbar

  • Click on “Clone” on top navbar & select “Automation rules”

  • Source site is same site so it is disabled. Latest backup snapshot is auto selected but you can change it for e.g. if you want to clone automation rule which is accidentally deleted & backed up in another snapshot then select that snapshot to restore the rule which gets deleted

  • Click on “Next“

  • Select “Filters“ - filters make easy to search specific rules which you want to clone

  • Click on “Next“

  • On preview page, you will see all the rules which is backed up from selected source site is listed

  • Select rules which you want to clone & click on “Next“

  • Automation rules - This screen tells you “How to restore selected automation rules in same site or in other site“

  • Click on View selected rules - To see the list of selected rules

  • Click on “Export rules“

  • Confirm the prompt message by entering source site name & click on Export rules

  • Triggered job will be shown on “Jobs” page. Select recent job id

  • For above example Job id will be : 3068

  • Job Status is “Action Required” : To download selected automation rules, Click on Download button which will give selected rule details in JSON format.

  • Confirm prompt message & again click on “Download“

  • JSON file gets downloaded & Job status is success

3. Steps to export downloaded rule on Jira site

  • Open Jira site (same site or other site) on which you want to restore the rule

  • Click on settings - > Select system & click on Global automation on left navbar

  • Click on More actions which is on top right & click on “Import rule“

  • Click on Upload JSON and select Downloaded file of selected rules

  • If you want to apply that rule for particular project in that site select project else select rule & click on “Next”

  • Select on Done once Importing process is finished & click on Return to list and check selected rules are imported or not

  • if a rule with the same name already exists, then the imported rule will be renamed to 'Copy of ...'. otherwise it will restore by same name

  • Selected 2 Rules are restored successfully

    • Email reporter if issue is deleted

    • Email rule

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