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  1. Automation for Cloud
  2. AUTO-1768

Improve Create Confluence Page action in A4J - templates, add body editor & ability to pass Jira smart values to Confluence page template, e.g. to support "Create Release Notes in Confluence" use case, ability to link Jira fields to Confluence table

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      Suggested improvements

      • Option to automatically link fields of a confluence table to information in a jira ticket, similarly to how it's done with SQL. E.G. if a column/ticket of data's summary is "Game Title #1" you can select the matching column/description within it, and return it in the target column/confluence table cell.
      • Add default confluence templates to Create Page confluence(Template selection) within the Automation for Jira
      •  With Jira automations "Create page in Confluence" action, we can currently use smart values in the title only. Please allow the option to pass on smart values to the page template that's been selected.
      • A4J doesn't support Confluence Templates with variables set.

      Workaround for using Confluence Global Template in Jira automation:

      Creating a new space to copy the global templates:

      Under your Confluence, you will access some space where your users have access:

      • Create a space called Global Templates;
      • Click on Space Settings > Templates > Create new template;
      • Copy all the items under the template that you want to use to this new template, give a name, and save it;

      After this, under your Jira Automation, you can select the Global Templates under space and use the templates that you added to this space.

      Creating Confluence page through REST API

      Another way to create a confluence page using Jira automation is by using the Confluence REST API and sending a web request through the automation. The following link will explain how to achieve that:

        1. create-page.png
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          Nashid Farhad

            [AUTO-1768] Improve Create Confluence Page action in A4J - templates, add body editor & ability to pass Jira smart values to Confluence page template, e.g. to support "Create Release Notes in Confluence" use case, ability to link Jira fields to Confluence table

            89403358cf11 Yes that describes it perfectly, thanks for sharing!

            This issue here made several different suggestions, some of which have now been implemented and some of which have not. Obviously this one has been closed now and it seems it's unlikely to be reopened, so probably best for us all to go and watch and vote on CONFCLOUD-82251 seeing as it is focussed on just the smart value -> template page feature that we need!

            Cam Jackson added a comment - 89403358cf11 Yes that describes it perfectly, thanks for sharing! This issue here made several different suggestions, some of which have now been implemented and some of which have not. Obviously this one has been closed now and it seems it's unlikely to be reopened, so probably best for us all to go and watch and vote on CONFCLOUD-82251 seeing as it is focussed on just the smart value -> template page feature that we need!

            447cf3541ce3 1bea10df5538 381ce7616ebe Hi folks! Is this open feature request what you're after, re. being able to use automation smart values in a Confluence template?

            https://jira.atlassian.com/browse/CONFCLOUD-82251

            Charlie Gavey added a comment - 447cf3541ce3 1bea10df5538 381ce7616ebe Hi folks! Is this open feature request what you're after, re. being able to use automation smart values in a Confluence template? https://jira.atlassian.com/browse/CONFCLOUD-82251

            Yeah, sorry eef7730bae2f but I agree with 447cf3541ce3 that this Suggestion should be re-opened because you have not resolved all of the requested functionality. Being able to apply smart values just to the page title isn't sufficient - we need to be able to apply them to parts of the body in the template when it creates that instance of the new Confluence page.

            So my template could be "Discovery Squad Notes" and in the body of the template it has smart value placeholders for "Product Manager" and "Delivery Estimate" and other fields on my Jira Product Discovery Idea tickets that should be copied over into the new Confluence page that gets created from the automation.

            Kevin Ulland added a comment - Yeah, sorry eef7730bae2f but I agree with 447cf3541ce3 that this Suggestion should be re-opened because you have not resolved all of the requested functionality. Being able to apply smart values just to the page title isn't sufficient - we need to be able to apply them to parts of the body in the template when it creates that instance of the new Confluence page. So my template could be "Discovery Squad Notes" and in the body of the template it has smart value placeholders for "Product Manager" and "Delivery Estimate" and other fields on my Jira Product Discovery Idea tickets that should be copied over into the new Confluence page that gets created from the automation.

            I totally agree with 447cf3541ce3. It would be very useful to be able to populate Confluence Template variables with Jira Smart values. 

            cc eef7730bae2f 

            Lise Rebout added a comment - I totally agree with 447cf3541ce3 . It would be very useful to be able to populate Confluence Template variables with Jira Smart values.  cc eef7730bae2f  

            Cam Jackson added a comment - - edited

            Hi eef7730bae2f, that's great that the "Publish New Page" action allows us to select a template. However what we really need is the ability to set template variables from an automation.

            If my template page has variables `var1` and `var2` in the page body, then when I select that template from my automation, there should be a spot where I can set those variables using `smart values` from my automation. Currently it just says "The page will have content from your selected template".

            Is this something we can expect to see in the future? The ability to set template variables from a jira or confluence automation?

            I don't think this issue should be closed unless that ability is present.

            Cam Jackson added a comment - - edited Hi eef7730bae2f , that's great that the "Publish New Page" action allows us to select a template. However what we really need is the ability to set template variables from an automation. If my template page has variables `var1` and `var2` in the page body, then when I select that template from my automation, there should be a spot where I can set those variables using ` smart values ` from my automation. Currently it just says "The page will have content from your selected template". Is this something we can expect to see in the future? The ability to set template variables from a jira or confluence automation? I don't think this issue should be closed unless that ability is present.

            With the launch of the new 'Publish New Page in Confluence' action, customers can now select templates and configure the page body. We have also included rich text editing in the page body configuration. 

            Mehak Bokhari added a comment - With the launch of the new 'Publish New Page in Confluence' action, customers can now select templates and configure the page body. We have also included rich text editing in the page body configuration. 

            This would make life so much easier!

            Pierre Laaser [K15t] added a comment - This would make life so much easier!

            This functionality that I am really missing when working on enterprise workflows. When implementing the workflows to process requests for different intakes, I would love to have the ability to kick off documenting the requests and all relevant information in Confluence pages. I do need to use templates and variables from Jira to make the pages readable for business users as well as IT employees.

            Golender, Leo added a comment - This functionality that I am really missing when working on enterprise workflows. When implementing the workflows to process requests for different intakes, I would love to have the ability to kick off documenting the requests and all relevant information in Confluence pages. I do need to use templates and variables from Jira to make the pages readable for business users as well as IT employees.

            +1 to this idea - as we move an Idea in Jira Product Discovery through its lifecycle, I am using Jira Automation to create pages in Confluence that use a Template to document various stages of an Idea's evolution, and it would be really helpful to be able to pass JPD Idea fields as smart values to the Confluence page template.

            Kevin Ulland added a comment - +1 to this idea - as we move an Idea in Jira Product Discovery through its lifecycle, I am using Jira Automation to create pages in Confluence that use a Template to document various stages of an Idea's evolution, and it would be really helpful to be able to pass JPD Idea fields as smart values to the Confluence page template.

            We also need these features as we liked how it worked in Server.  Bring it on soon please!

            Michael Woffenden added a comment - We also need these features as we liked how it worked in Server.  Bring it on soon please!

              eef7730bae2f Mehak Bokhari
              2ed764d1efd7 Nashid Farhad
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