How to set up workflow action “Create Jira Issue” in SAP Signavio Process Governance

Estimated read time 9 min read

Admin User Flow (Jira) 

To enable the Jira integration, a Jira administrator must create an API token that allows SAP Signavio Process Governance to authenticate securely with Jira. 

Prerequisites: 

Jira Administrator access is needed 

Jira Administrator – Prepare Access

Navigate to Atlassian Account → Security. Create an API TokenGive your API token a name that describes what it does. Select an expiration date for the API token. Token expiration is 1 to 365 days. (Atlassian sends email reminders to the token owner) Click Create. Select Copy to clipboard, then paste the token to your script, or save it somewhere safe.

 

Jira Project Access Setup 

To configure project settings and manage workflows in Jira, the user must have administrator access to the project. 

Prerequisites 

The user must be added to the Jira project. The user must have the Project Administrator role assigned. 

Steps 

Navigate to Project settings in your Jira project.

 

From the left-hand menu, select Users and roles. 

 

Review the list of users assigned to the project.

  Ensure the required user is assigned the Administrators role. 

  If needed, add the user to the project and assign the Administrators role. 

SAP Signavio Process Governance Administrator 

Prerequisites: 

Jira Token Workspace administrator access rights 

Steps 

Create a new Configuration in SAP Signavio Process Governance Open the Organization Settings by clicking on the User Profile menu in the top right corner of the header area. Create Credentials Click on “Credentials” to create a new set of credentials to authenticate against Jira Click on “Create credential” and enter the parameters from the Jira App: Username – ex. Jira  Name  name describing the credential Secret Value  token generated from Jira application 

You can find more information in SAP Help. 

 Configure Jira Create Issue Activity Go to “Activities”, select the “Jira – Create Issue” activity and click “Add configuration”: 

 

Configure the activity:Configuration Name: name describing the configuration. Configuration Description: Add description to the configuration (e.g. New create issue action) Jira server URL: add link to Jira server Jira API credentials: select credentials created in second step Project Key: list of Jira projects within a Jira workspace. This will be the workspace; issues created will be saved. 

You can find more information for the remaining fields in SAP Help. 

Test, enable and save the configuration. 

 

Modeler User Flow 

 

Prerequisites: 

Jira create Issue Activity is configured and enabled 

Steps:

  Create a new process/workflow with a form trigger 

 

Add External Activity: Go to “Actions” tab and select “External Activities”. Select activity “Jira – Create Issue” and  the configuration you created before: 

 

Configure activity in workflow: Inputs The Inputs section defines the information required to create a new Jira issue. Each field  maps directly to a Jira issue attribute and ensures the issue is created with the correct  context and ownership. AssigneeChoose who will be responsible for handling the issue. You can either select a user directly from the list of available project members in Jira or use a label field that can later be reused to select the user in the Trigger form.
Description: Add a detailed explanation of the issue, including its requirements, scope, or any relevant background information. Alternatively, you can use a label field that can be repurposed later for user selection in the Trigger form
Issue Type: Specifies the type of issue to be created in Jira, such as Epic, Story, or Task, based on the project configuration. Priority: Determines the urgency of the issue, using the priority levels defined in the Jira project (for example, Low, Medium, or High).Reporter: Identify who is reporting or creating the issue. This can be done by selecting a user directly from the dropdown, or by using a label field that can be reused later in the Trigger form.Summary: Provide a short, clear title that quickly communicates what the issue is about. As an alternative, you may use a label field that can later be repurposed for user selection in the Trigger form.You can find more information in SAP Help how to configure the activity Configure activity in workflow: Outputs Create the following output fields to capture the response returned by Jira after issue  creation: Error message Displays details, such as incorrect field values, to explain why a Jira issue could not be created. A successful Jira issue creation triggers a success message output. Issue Key Displays a unique code identifier for the Jira issue. This consists of a two-digit project key followed by a hyphen and a sequential number. Issue URL Consists of a web address that links to a specific task or issue within a Jira project. Success Confirms that a Jira issue was created successfully. An unsuccessful creation triggers and error message output. 

 

 

Check results Add a “User Task” action after the Jira activity to check the result and display the URL of the created Issue. 

 

Publish the process 

After completing all required changes and reviewing the workflow configuration, publish the process to make it active. 

Click the Publish to run this process button in the top-right corner to save your updates  and make the process available for execution. 

 

Further Resources: 

SAP Help Portal: Enabling Jira – Create Issue SAP Enable Click-Thru Demos: Administrator Process Owner 

 

 

 

 

 

 

​ Admin User Flow (Jira) To enable the Jira integration, a Jira administrator must create an API token that allows SAP Signavio Process Governance to authenticate securely with Jira. Prerequisites: Jira Administrator access is needed Jira Administrator – Prepare AccessNavigate to Atlassian Account → Security. Create an API TokenGive your API token a name that describes what it does. Select an expiration date for the API token. Token expiration is 1 to 365 days. (Atlassian sends email reminders to the token owner) Click Create.  Select Copy to clipboard, then paste the token to your script, or save it somewhere safe. Jira Project Access Setup To configure project settings and manage workflows in Jira, the user must have administrator access to the project. Prerequisites The user must be added to the Jira project. The user must have the Project Administrator role assigned. Steps Navigate to Project settings in your Jira project. From the left-hand menu, select Users and roles.  Review the list of users assigned to the project.  Ensure the required user is assigned the Administrators role.   If needed, add the user to the project and assign the Administrators role. SAP Signavio Process Governance Administrator Prerequisites: Jira Token Workspace administrator access rights Steps Create a new Configuration in SAP Signavio Process Governance Open the Organization Settings by clicking on the User Profile menu in the top right corner of the header area. Create Credentials Click on “Credentials” to create a new set of credentials to authenticate against Jira Click on “Create credential” and enter the parameters from the Jira App: Username – ex. Jira  Name – name describing the credential Secret Value – token generated from Jira application You can find more information in SAP Help.  Configure Jira Create Issue Activity Go to “Activities”, select the “Jira – Create Issue” activity and click “Add configuration”:  Configure the activity:Configuration Name: name describing the configuration. Configuration Description: Add description to the configuration (e.g. New create issue action) Jira server URL: add link to Jira server Jira API credentials: select credentials created in second step Project Key: list of Jira projects within a Jira workspace. This will be the workspace; issues created will be saved. You can find more information for the remaining fields in SAP Help. Test, enable and save the configuration.  Modeler User Flow   Prerequisites: Jira create Issue Activity is configured and enabled Steps:  Create a new process/workflow with a form trigger  Add External Activity: Go to “Actions” tab and select “External Activities”. Select activity “Jira – Create Issue” and  the configuration you created before:  Configure activity in workflow: Inputs The Inputs section defines the information required to create a new Jira issue. Each field  maps directly to a Jira issue attribute and ensures the issue is created with the correct  context and ownership. Assignee: Choose who will be responsible for handling the issue. You can either select a user directly from the list of available project members in Jira or use a label field that can later be reused to select the user in the Trigger form.Description: Add a detailed explanation of the issue, including its requirements, scope, or any relevant background information. Alternatively, you can use a label field that can be repurposed later for user selection in the Trigger formIssue Type: Specifies the type of issue to be created in Jira, such as Epic, Story, or Task, based on the project configuration. Priority: Determines the urgency of the issue, using the priority levels defined in the Jira project (for example, Low, Medium, or High).Reporter: Identify who is reporting or creating the issue. This can be done by selecting a user directly from the dropdown, or by using a label field that can be reused later in the Trigger form.Summary: Provide a short, clear title that quickly communicates what the issue is about. As an alternative, you may use a label field that can later be repurposed for user selection in the Trigger form.You can find more information in SAP Help how to configure the activity Configure activity in workflow: Outputs Create the following output fields to capture the response returned by Jira after issue  creation: Error message Displays details, such as incorrect field values, to explain why a Jira issue could not be created. A successful Jira issue creation triggers a success message output. Issue Key Displays a unique code identifier for the Jira issue. This consists of a two-digit project key followed by a hyphen and a sequential number. Issue URL Consists of a web address that links to a specific task or issue within a Jira project. Success Confirms that a Jira issue was created successfully. An unsuccessful creation triggers and error message output.   Check results Add a “User Task” action after the Jira activity to check the result and display the URL of the created Issue.  Publish the process After completing all required changes and reviewing the workflow configuration, publish the process to make it active. Click the Publish to run this process button in the top-right corner to save your updates  and make the process available for execution.  Further Resources: SAP Help Portal: Enabling Jira – Create Issue SAP Enable Click-Thru Demos: Administrator Process Owner         Read More Technology Blog Posts by SAP articles 

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