# 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.

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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="https://4112598543-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBHvod0TlmybkT2IeKnoL%2Fuploads%2FND6DPVYhfNPZ8PjGEeOg%2Fworkflow-automation-1.png?alt=media&#x26;token=a32ce919-34d9-42e0-a9a2-942aa976c28f" 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="https://4112598543-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBHvod0TlmybkT2IeKnoL%2Fuploads%2FAUsITPCgciBiLyDGleYv%2Fworkflow-automation-2.png?alt=media&#x26;token=63ea8112-b676-4aa0-a807-e95548bdf7c0" 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="https://4112598543-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBHvod0TlmybkT2IeKnoL%2Fuploads%2FgWPMXUMXlTdiR3skXZMO%2Fworfklow-automation-3.png?alt=media&#x26;token=391c6b31-378b-4a9a-8b68-d0b843b9f458" alt=""><figcaption></figcaption></figure>

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

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

  <figure><img src="https://4112598543-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBHvod0TlmybkT2IeKnoL%2Fuploads%2FmO64TegSdE2d0b2dHtUC%2Fworkflow-automation-4.png?alt=media&#x26;token=7ef79dfc-09dc-45e6-a5b7-5b1761c66c2f" alt=""><figcaption></figcaption></figure>

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

    <figure><img src="https://4112598543-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBHvod0TlmybkT2IeKnoL%2Fuploads%2FZcitUIveB6TWCxkO3lGl%2Fworfklow-automation-5.png?alt=media&#x26;token=1841fa58-d378-494b-891c-a65384868908" 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!