Automate stage transitions across tickets, issues, and enhancements with precision.
StageFlow Automator syncs stages between tickets, issues, and enhancements using CSV-based mappings, supporting custom stages, subtypes, and automated notifications.
The stageflow automator snap-in is a subset of the convergence snap-in that provides updates on custom stages of issues-tickets and enhancements-tickets.Features
- Stage-based notifications on tickets or issues.
- Subtype support.
- Custom stages support.
How to use StageFlow automator snap-in
-
Create the mapping in the CSV file using the format shown below. Ensure the CSV file includes the following columns:
- Issue <-> Ticket Mapping | Issue Subtype | Issue Stage | Ticket Stage | Ticket Subtype | | --- | --- | --- | --- | | | triage | queued | | | | Live | Live | | | AI/ML | in_development | awaiting_development | | | AI/ML | in_development | awaiting_development | Project | | AI/ML | Live | UAT | Project |
- Issue <-> Enhancement Mapping | Issue Subtype | Issue Stage | Enhancement Stage | | --- | --- | --- | | | triage | ideation | | | Live | general_availability | | AI/ML | prioritized | prioritized | | AI/ML | wont_fix | wont_do |
- Ticket <-> Issue Mapping | Ticket Subtype | Ticket Stage | Issue Stage | Issue Subtype | | --- | --- | --- | --- | | | queued | triage | | | | Live | Live | | | Project | awaiting_development | in_development | AI/ML | | Project | UAT | Live | AI/ML | | Project | INQA | in_testing | |
- Ticket <-> Enhancement Mapping | Ticket Subtype | Ticket Stage | Enhancement Stage | | --- | --- | --- | | | ideation | triage | | | general_availability | Live | | Project | prioritized | prioritized | | Project | canceled | wont_fix |
- In the snap-in Discussion tab, enter
/UploadCSV. - Click Upload to select the CSV file you created in step 1. After the file is uploaded, the "File uploaded successfully" message is displayed.
- Reload the page.
- In the Configuration tab, you can see the mapping that was created in step 1, select the toggle button to enable the mapping.
- Navigate to Issues or Roadmap, make the necessary updates, and the linked tickets will automatically reflect the changes configured in the CSV file, notifying the ticket owner.
- You can also determine the appropriate stage for the ticket based on the message provided by a rev user or dev user.
- In the snap-in Discussion tab, enter
/StageConfig. - Select the values from the dropdown for the stage transition whenever a message is given by a rev user or dev user.
- Click Save to save the configuration.
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