Create Issue Automation Macro (PRO)

With the PTC Create Issue Automation macro you can easily create Jira issues when you instantiate a template with the PTC.

You can insert the macro on any page and configure it for your purpose. The macro allows the usage of placeholders within the configurable parameters and even use the Default Value Macro (PRO) to configure the Create Issue Automation.

Field Name	Allows placeholder
Project
Issue Type
Summary
Display Option
Issue Field (Add Fields tab) name
Issue Field (Add Fields tab) value	(mark the Using Placeholder checkbox!)

When you run a Create Page Tree or Create Space operation, a Jira issue will be created in your linked Jira application. The newly created Confluence page will include a link to the Jira issue, and the Jira issue will include a link back to the newly created Confluence page.

Create Issue Automation workflow in the Replace Placeholder dialog

The Create Issue Automation macro will automatically load and prompt the user to fill out any Jira fields that are required for issue creation after selecting the project and issue type.

Parameter	Displayed in Replace Placeholder dialog
	Field Label	Input Type
Project	Cleaned Placeholder (without placeholder marker) If static: not displayed in Replace Placeholder dialog	Dropdown
Issue type	Cleaned Placeholder (without placeholder marker) If static: not displayed in Replace Placeholder dialog	Dropdown
Issue Summary	Cleaned Placeholder (without placeholder marker) If static: not displayed in Replace Placeholder dialog	Text Input
Additional Fields (From Add Fields Tab in macro editor)	Cleaned Placeholder (without placeholder marker) If static: not displayed in Replace Placeholder dialog	Depends on configuration
Jira Added Fields	The label of added fields are always the Jira field id Jira Added Fields are required for the issue creation. The PTC resolves these fields on his own and will load them into the Replace Placeholder dialog.	Depends on configuration

Macro Parameters

Macro Parameters Tab - Configure Issue

Macro parameters should either be filled with one placeholder or a static value. If you configure a static value for the project or issue type those Dropdowns will not be editable in the Replace Placeholder dialog.

Note: If you are using placeholders you can configure your placeholders with the Default Value Macro (PRO) for more dynamic use of your PTC Templates.

Parameter

Description

Project Key

required

The key of the project in which the issue should be created.

Issuetype ID

required

The issue type id of the issue to be created (e.g 10100).

Issue Summary

required

The summary of the issue to be created.

Automation Required

Set if the Jira Issue creation is required.

If checked:

The user is not able to instantiate the template without creating a Jira Issue, the page tree creation will be cancelled if the issue creation fails

If unchecked:

The creation of the page tree will continue even if a issue creation fails, on the newly created page there will be no macro and no link

Macro Parameters Tab - Add fields

In the Add fields section you can configure additional fields. Fields that are not required for issue creation but you’d like to fill out anyway.

As soon as you click the Add Field button, two new text fields and two check-boxes appear:

Jira Field
Jira Field Value
Using Placeholder
Required

Added Jira Field with field and placeholder as value | Image

Parameter	Description
Issue Field	Select one of the issue fields listed in the select or enter a valid Jira field id. Note: The Jira field id is not the same as the Jira field name! (e.g. the Jira Field Description has field id description, custom fields usually have an id like customfield_10101)
Value	The Value field depends on the field type, it also allows to enter a placeholder which will be displayed in the Replace Placeholder dialog. The value will only be shown in the Replace Placeholder dialog if it is a placeholder.
Using Placeholder	Check this if you want to use a placeholder as the value of the field.
Required	If checked: The user has to fill out the input field in the Replace Placeholder dialog. If unchecked: The input field can be empty and will be ignored in the Jira Issue Creation.

Supported Jira Field-Types

Type	Name	Default Value Macro
Text Field	type: string	supported
Number Field	type: number	supported
Select List (single choice)	type: option	Only works with id of option
Select List (multi choice)	type: array items: option	Only works with id of option(s) (comma separated)
Date	type: date	supported
User	type: user	(user id)

Combination with PTC Placeholder Configuration Macro

A Create Issue Automation Macro can be combined with a PTC Placeholder Macro with following types.

Jira Field Type: Text Field

Placeholder Type Multiline: Allows user to insert a multi line value. e.g for description of issue