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Step by step guide

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Table of Contents

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Summary

Elevator for JIRA has a custom post function that can be functions are added to your issue workflow to automate escalations. Below is a basic example on how to incorporate Elevator for JIRA into your workflow.

 

Accessing Workflow

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the Escalation, Acknowledgment and Resolution of a escalated issues as they flow through their normal workflow.

For this example we are adding an Elevator post function that:

  • Automatically Escalates the issues to a selected roster on creation
  • Acknowledges the escalation when assignee starts work on the issue
  • Completes the escalation when the issue is Resolved


Note
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You will need administration rights to your project

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Adding a workflow transition

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  • Here we used Add Transition in the top menu bar called escalate and connected Open and Done
  • We selected the connector between Open and Escalate and then selected Post Functions in the transition edit box
  • From Post Functions option select add a Post Function
  • Select Escalate issue post function
  • Select your roster and select add
  • Once saved you will need to save your new workflow and backup the original if required.

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Escalating an issue

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  • You will see there is now an Escalate option in your issue workflow
  • Select escalate and the roster will be invoked and the issue assigned accordingly

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Editing Workflow

  • From your project access Project settings on the bottom left menu

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  • Select Workflows from the right menu 

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  • Under Actions select the Edit pen

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Adding Elevator Post Functions

  • To add the Escalate Issue Post Function select the Create Issue transistion path and the select Post Functions from the option box

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  • Select Post Functions 
  • Select Escalate Issue Post Function

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  • Select the Roster

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  •  To add the Acknowledge Issue Post Function select the transistion path from OPEN to IN PROGRESS and the select Post Functions from the option box

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  • To add the Complete Issue Post Function select the transistion path from IN PROGRESS to RESOLVED and the select Post Functions from the option box

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  • Publish the workflow to save the changes.

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