How to Automate Labels in Jira for Better Filtering

Automatically adding labels to your Jira issues helps categorize incoming requests instantly, making filtering and backlog management much easier. In this guide, we'll walk you through how to set up this automation rule.

Step-by-Step Guide

1. Create a New Automation Rule

• First, go to the form's edit page in your dashboard.

• Navigate to the Automation section from the top menu.

• Click to create a new rule.

2. Configure Your Trigger (WHEN)

• Pick your trigger from the WHEN menu (e.g., Form Submitted).

• (Optional) You can also define a condition or add a delay, if you like, to control exactly when the rule runs.

3. Set Up the Action (THEN)

• Under the THEN menu, select the action you'd like to perform.

• Select the label you want to automatically add to the issue directly from the list.

4. Publish and Test

• Now, let's publish the form and test it out.

• Open the live version and fill out the form as a requester.

5. Review the Result in Jira

• Now, let’s head over to the Jira project and check it out.

• Locate the newly generated issue on your board.