> For the complete documentation index, see [llms.txt](https://docs.mybytes.tech/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.mybytes.tech/zoho-desk/jira-connector-for-zoho-desk/administrator-guide/configure-jira-workflow-automation.md).

# Configure Jira Workflow Automation

This step-by-step guide explains how to configure the **Create Jira Issue** workflow automation in Zoho Desk.

This feature allows you to automatically create a Jira issue from Zoho Desk using workflow rules.

{% hint style="info" %}
Ensure your extension is updated to the **latest version** before proceeding.
{% endhint %}

### Step 1: Enable Workflow Custom Action setting

* Navigate to the Settings page.
* Toggle **Enable Workflows Custom Action**.\
  This setting controls whether the workflow custom action is allowed to run. When disabled, the action may still be visible, but it will not execute.<br>

  <figure><img src="/files/uVBvDBGn9Jq5HiDnUYCu" alt=""><figcaption></figcaption></figure>

### Step 2: Create workflow

* In Zoho Desk, navigate to the **Workflows** page.
* Create a new workflow or edit an existing one.<br>

  <figure><img src="/files/6gHdNm4rKMZNPk2zq2AU" alt=""><figcaption></figcaption></figure>
* Set up the workflow conditions based on your business needs.
* Configure the appropriate trigger for when the workflow should run.<br>

  <figure><img src="/files/GyiZDebD9n36zdRxoxqN" alt=""><figcaption></figcaption></figure>

### Step 3: Add the Create Jira Issue Action

* In the workflow actions, select **Create Jira Issue**.<br>

  <figure><img src="/files/Jjfp2XD7o4kFs18uyva9" alt=""><figcaption></figcaption></figure>

* Enter the following required values:
  * **Jira Space ID**
  * **Jira Issue Type ID**<br>

    <figure><img src="/files/4nTS2sV3eaPi58kisEko" alt=""><figcaption></figcaption></figure>

* **Important Notes**
  * The **Jira Space ID** and **Jira Issue Type ID** must match your configured **object mappings**.
  * The Jira issue will be created based on your configured **field mappings**.
  * Make sure your object mappings and field mappings are set up correctly before enabling the workflow.

* Click Save once you are done

After completing the steps above, the workflow will automatically create Jira issues when the configured conditions are met.

#### Additional Resources

If you need further assistance, don’t hesitate to contact our support team at **<support@mybytes.tech>**. We’re here to help!


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