StageFlow Automator

The stageflow automator snap-in is a subset of the convergence snap-in that provides updates on custom stages of issues-tickets and enhancements-tickets.

Features

• Stage-based notifications on tickets or issues.
• Subtype support.
• Custom stages support.

How to use StageFlow automator snap-in

1. Create the mapping in the CSV file using the format shown below. Ensure the CSV file includes the following columns:

• Issue <-> Ticket Mapping

  Issue Subtype	Issue Stage	Ticket Stage	Ticket Subtype
  	triage	queued
  	Live	Live
  AI/ML	in_development	awaiting_development
  AI/ML	in_development	awaiting_development	Project
  AI/ML	Live	UAT	Project

• Issue <-> Enhancement Mapping

  Issue Subtype	Issue Stage	Enhancement Stage
  	triage	ideation
  	Live	general_availability
  AI/ML	prioritized	prioritized
  AI/ML	wont_fix	wont_do

• Ticket <-> Issue Mapping

  Ticket Subtype	Ticket Stage	Issue Stage	Issue Subtype
  	queued	triage
  	Live	Live
  Project	awaiting_development	in_development	AI/ML
  Project	UAT	Live	AI/ML
  Project	INQA	in_testing

• Ticket <-> Enhancement Mapping

  Ticket Subtype	Ticket Stage	Enhancement Stage
  	ideation	triage
  	general_availability	Live
  Project	prioritized	prioritized
  Project	canceled	wont_fix

Refer to the default stages documentation for each product feature:

• Issue Stages
• Ticket Stages
• Enhancement Stages

2. In the snap-in Discussion tab, enter /UploadCSV.
3. Click Upload to select the CSV file you created in step 1. After the file is uploaded, the "File uploaded successfully" message is displayed.
4. Reload the page.
5. In the Configuration tab, you can see the mapping that was created in step 1, select the toggle button to enable the mapping.
6. Navigate to Issues or Roadmap, make the necessary updates, and the linked tickets will automatically reflect the changes configured in the CSV file, notifying the ticket owner.
7. You can also determine the appropriate stage for the ticket based on the message provided by a rev user or dev user.
8. In the snap-in Discussion tab, enter /StageConfig.
9. Select the values from the dropdown for the stage transition whenever a message is given by a rev user or dev user.
10. Click Save to save the configuration.