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ServiceNow & Jira Integration - SKIP the Agile Backlog with Flow Designer (Incidents)

Import · Jan 25, 2023 · video

[Music] hey everyone it's Justin thank you for watching and welcome to my house that's Justin's house in this video I'm continuing to talk to you about jira in servicenow having the two things integrated and in this video I want to show how to automate some of this integration right so if you use the out of the box application I'll reference that video here up above in a second if you watch that one I'm right I'm actually recommending that you use the atlassian for jira Agile development service now the one that servicenow builds it's an integration that's everything's already sent for you and if you do that and you saw the previous videos you can get non-agile records like incidents and customer service cases stuff like that by adding them to the backlog using this triage board so so definitely go watch that video if you haven't already but I wanted to cover what if you didn't want to do this what if you didn't want to have to come in here and look up an incident or look up a customer service case add it to a backlog in order to get it to sync over to jira that was the use case I presented before when I can present now is how to use flow designer to take care of that for you so there's a couple of things going on here the number one thing that I'll call out that is unusual here is Step number four we're going to cover that here in a second but other than that there's a trigger saying hey when an incident created or updated and the assignment group is the jira team so that's the only filter I've got up here plus whether or not the agile story for that record is blank so that's what I've got here let me widen this out because it's scrunching everything up a little bit there you go so assignment group is Geo team agile story is empty this will trigger it'll run once and essentially what it it does is just create a story record it updates the incident record to have the story record as a related story right so basically let's create the story record let's put a short description and assignment group a description in it in the original task the incident that was generated from that'll create the story record then we want to associate that story record with the incident that's what I'm doing in this step I'm setting the field on the incident agile story to the story record so still cool there then I add a work note to the story record saying the story was created from into the number and then fill in the incident number there from that record the last step that I do is I sync this story with jira now this is the only thing that's not out of the box I had to go do this I had to make a custom action to do this and essentially I'll go I'll probably do another video on what this is but it's essentially running a script to call the agile jira utilities to sync or export the current record to jira so I'm passing at the story record and I'm saying hey go sync go export this story record to jira and I have to do that because that normally happens through a business rule but that business rule isn't going to fire because we're running this in flow designer and usually to stop stuff from you know cycling or or running out of control or this business rule or this flow designer action causing this business rule to trigger and then causing a flow to run not causing a business rule to trigger it could just go go on and on and on so they disabled that and so in order to get around that I made this custom action to go ahead and sync it with jira so let's take a look at what that looks like we're going to go to the incident list and I'm going to pull up I'm just going to create an incident from scratch I'm not even going to pull up an existing incident so we're going to create an incident from scratch and from that it's automatically going to create a story in jira for us let me make sure there it goes so I'm going to hit new and let me tighten up my window here again so we see jira back there there we go so I have new while we're waiting on that uh actually it just came up so let me just go ahead and put this under Abraham Lincoln and we'll call those demo incident to jira for YouTube and we'll put a little short description in here using my stream deck and then I'm going to set the assignment group to jira team since that's the condition that I put on that trigger is is if if this incident is assigned to the jira team go ahead and create that story record so all I did was hit save and on the right hand side above my head once this incident is saved I'm just going to refresh my filters like I've done in the previous uh videos my filters up here to filter to only my issues or recently updated I'm just going to hit recently updated and then I'm going to clear that filter and we should see that incident got created as a story or as an issue in jira so there it is demo incident for jira to jira for YouTube you can see the description that I put in there and that happened automatically so that's how you can do it automatically so you never have to go and touch that backlog and do anything else beside go ahead and do this now what are you missing out on if you do it like this there's nothing that's going to stay in sync right so that's incident unless I write another flow or another web hook in jira it's not going to update the incident with any information it will still show in the backlog I can still see the companion incident and story like I showed in my previous video but I wanted to give you a way to do this without having to um without if you didn't want to go into that backlog I'm going to include a link below to the GitHub repository where I have that custom action and this flow stored there so you can download it try it in your instance until then I hope you enjoyed this video if you did please like Please Subscribe or share with somebody who you think might be interested in integrating servicenow and jira and until next time don't forget to always be learning [Music] foreign [Music]

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https://www.youtube.com/watch?v=N52zhWg3HqU