Create Project activity

An activity that creates a project in Jira Software.

Configure the Create Project activity

To configure the Create Project activity, do the procedure in this topic.

Examples

(Example) How to Get the Access Token Credentials from Jira Software

Prerequisites

AgilePoint NX OnDemand (public cloud), or AgilePoint NX Private Cloud or AgilePoint NX OnPremises v8.0 or higher.

Good to Know

To use the Jira Software process activities, your access token must have these credentials:

Activity Name	Required Permissions
Add Assignee	Browse Projects Assign issues
Add Attachment	Browse Projects Create attachments
Add Comments	Browse Projects Add comments
Create Issue	Browse Projects Create issues
Create Project	Administer Jira
Delete Issue	Browse Projects Delete issues
Get Issue Details	Browse Projects
Update Issue	Browse Projects Edit issues
Update Issue Status	Browse Projects Transition issues

For more information, refer to the Jira Software documentation in Third-Party Vendor Documentation.

To send an email notification, click Advanced > Email Notifications .
For more information, refer to Email Notifications screen (Process Activities).
In most text fields, you can use process data variables as an alternative to literal data values.
You can configure whether this activity waits for other activities before it runs.
For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?
This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

How to Start

Open Process Builder.
For information about how to open this screen, refer to Process Builder.
In Process Builder, in the Activity Library, open the Jira Software tab.
On the Jira Software tab, drag the Create Project activity onto your process.

General Configuration

Specifies the basic settings for the Create Project activity.

Good to Know

Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

Fields

Field Name	Definition
Display Name	Function: Specifies the activity name that shows in your process. Accepted Values: One line of text that can have spaces. Default Value: None Accepts Process Data Variables: No Example: This is a common configuration field that is used in many examples. Refer to: Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.
Description	Function: Specifies an optional text description for your activity. Accepted Values: More than one line of text. Default Value: None Accepts Process Data Variables: No

Field Name

Definition

Display Name

Function:

Specifies the activity name that shows in your process.

Accepted Values:

One line of text that can have spaces.

Default Value:

None

Accepts Process Data Variables:

Example:

This is a common configuration field that is used in many examples. Refer to:

Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Description

Function:: Specifies an optional text description for your activity.
Accepted Values:: More than one line of text.
Default Value:: None
Accepts Process Data Variables:: No

Create Project Configuration > Basic Information tab

Specifies the information to create a project in Jira Software.

Fields

Field Name	Definition
Jira	Function: Specifies the access token that connects to your Jira Software service. Accepted Values: A list of access tokens configured for your environment. Default Value: None Example: Refer to: (Example) How to Get the Access Token Credentials from Jira Software
Create	Opens this Screen: Access Token for Jira Software Function of this Screen: Configure an access token to connect to Jira Software. Example: Refer to: (Example) How to Get the Access Token Credentials from Jira Software
Project Name	Function: Specifies the name of the project to create. Accepted Values: One line of text that can have spaces. Default Value: None Accepts Process Data Variables: Yes Limitations: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?
Project Lead	Function: Specifies the user name of the project lead for the project. Accepted Values: A user name of the project lead from the list. When you select the access token from the Jira field, this field shows the user names of the project leads associated with the access token. Default Value: None Accepts Process Data Variables: Yes Limitations: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?
Project Type	Function: Specifies the type of project to create. Accepted Values: Business Service Desk Software When you select the access token from the Jira field, this field shows the project types associated with the access token. Default Value: None Limitations: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?
Project Template Key	Function: Specifies the template to use to create the project. Accepted Values: A project template from the list. When you select the type of project from the Project Type field, this field shows the project templates associated with the project type. Default Value: None Limitations: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?
Project Key	Function: Specifies a unique name of the project key to create. This key is used as an idendifier of your project. Accepted Values: One line of text (a string) that can have letters and numbers, and can not have spaces or special characters: The text value must be in all capital letters (UPPER CASE). Maximum 10 characters. Default Value: None Accepts Process Data Variables: Yes Example: PROJECTV12
Default Assignee	Function: Specifies to whom the project is assigned by default. Accepted Values: Unassigned - The project is created without an assignee. Project_Lead - The project is assigned to the project lead. Default Value: Unassigned Limitations: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?
Project URL	Function: Specifies the URL of a website to associate with the project. The external URL is usually a website that is not in Jira Software, such as a SharePoint site or other location on the company's intranet. Accepted Values: One line of text (a string) in URL format. Default Value: None Accepts Process Data Variables: Yes
Project Category	Function: Specifies the category of the project to create. The project categories are used to manage projects in one place, and you can use the project categories in advanced search, sort, and filters. Accepted Values: A project category from the list. When you select the access token from the Jira field, this field shows the project categories associated with the access token. Default Value: None Accepts Process Data Variables: Yes Limitations: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?
Project Description	Function: Specifies the description of the project. Accepted Values: More than one line of text. Default Value: None Accepts Process Data Variables: Yes Limitations: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Create Project Configuration > Store Response tab

Specifies process data variables to store information about the project.

Fields

Field Name	Definition
Jira	Function: Specifies the access token that connects to your Jira Software service. Accepted Values: A list of access tokens configured for your environment. Default Value: None Example: Refer to: (Example) How to Get the Access Token Credentials from Jira Software
Create	Opens this Screen: Access Token for Jira Software Function of this Screen: Configure an access token to connect to Jira Software. Example: Refer to: (Example) How to Get the Access Token Credentials from Jira Software
Project Name	Function: Specifies the name of the project to create. Accepted Values: One line of text that can have spaces. Default Value: None Accepts Process Data Variables: Yes Limitations: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?
Project Lead	Function: Specifies the user name of the project lead for the project. Accepted Values: A user name of the project lead from the list. When you select the access token from the Jira field, this field shows the user names of the project leads associated with the access token. Default Value: None Accepts Process Data Variables: Yes Limitations: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?
Project Type	Function: Specifies the type of project to create. Accepted Values: Business Service Desk Software When you select the access token from the Jira field, this field shows the project types associated with the access token. Default Value: None Limitations: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?
Project Template Key	Function: Specifies the template to use to create the project. Accepted Values: A project template from the list. When you select the type of project from the Project Type field, this field shows the project templates associated with the project type. Default Value: None Limitations: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?
Project ID	Function: Specifies the process data variable to store the ID of the project. The project ID comes from Jira Software. Accepted Values: A process data variable that accepts a numeric string with no spaces. Default Value: None Accepts Process Data Variables: Yes Limitations: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?
Project Key	Function: Specifies a process data variable to store the key of the project. The project key comes from Jira Software. Accepted Values: A process data variable that accepts an alphanumeric string that can have special characters, but no spaces. Default Value: None Accepts Process Data Variables: Yes Limitations: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?
Project Link	Function: Specifies a process data variable to store the URL of the project. The project URL comes from Jira Software. Accepted Values: A process data variable that accepts a URL. Default Value: None Accepts Process Data Variables: Yes Limitations: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?