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This page contains the basics of configuring PDF automation on the Jira Server platform. If you're about to create your first PDF automation rule, we recommend the following learning path:
- Learn the key concepts and basics of Jira Server automation.
- Configure your first PDF automation rule.
- Study the configuration reference for the complete list of configuration options.
Let's get started!
Configure PDF automation rules
See the step-by-step guides for specific automations:
- Send PDF documents automatically
- Save PDF documents automatically
- Attach PDF documents automatically
Advanced topics
This section contains advanced topics generally applicable to all PDF automations.
PDF automation for Jira dashboards
You can also export Jira dashboards to PDF, then automatically email, save or attach the PDF file. This is a really powerful way of keeping your team members up-to-date with zero efforts.
Configure the automation rules for dashboards similarly as for issues, with the following differences:
- Enter the ID of the dashboard to the Title field in the automation action's configuration. (more details)
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If you want the automation rule be executed on a specified schedule, use the Scheduled trigger.
This trigger requires you to enter a JQL query.
This is a bit counter-intuitive, as the result of the JQL query does not actually affect the dashboard (dashboard gadgets define their own data sources), but the JQL must find at least one issue, otherwise the automation rule will not be executed.
Consequently, use any JQL query that runs fast and finds a single issue, for example:key = YOURPROJECTKEY-1
Also, uncheck the Only include issues that have changed since the last time this rule executed option on the trigger, otherwise the query which returns the same issue every time will execute the rule only once.
The PDF template customization video also shows the complete step-by-step (starting from 3:04):
Questions?
Ask us any time.