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Install link:

https://marketplace.atlassian.com/apps/1232053/onramp-employee-onboarding-and-offboarding

Setting up OnRamp flows is a two step process - configuring Flow and setting up Post function. A Flow has a Trigger event (the event that starts the Flow) and Tasks (represent the steps that make up an onboarding process). Once the Flow is created, the OnRamp post function needs to be configured. This post function should be configured on the Trigger issue type’s Workflow, and on a transition of the users choosing. The idea being, an HR Partner will first review the parent Trigger issue and once they confirm everything looks good, they can transition the issue to create the onboarding tasks as per the Flow configuration.

Configure Flow

Watch this 1 min video to see how a Flow can be created.

Steps:

1. Identify two existing projects (and issue types) where Tasks will be created. These could be either Jira or JSM projects. Let’s call them ProjectA, ProjectB, IssueTypeA and IssueTypeB

2. Create a Flow by clicking on Add Flow. Give the Flow a name

   1. Select “Jira Issue or Request Type” as the trigger

   2. Select any 2 tasks by clicking on the Select Tasks button

3. Configuring Trigger - click on Edit icon next to the trigger and select ProjectA and an IssueTypeA

4. Configuring Tasks - click on Edit icon next to each task and select ProjectB and an IssueTypeB

Setup Post Function

Now we will configure a post function on the Trigger issue. Here’s a quick video that walks through the configuration steps:

Steps:

1. Go to Project Settings on ProjectA, and select Workflows. Remember you had selected ProjectA and IssueTypeA in step 4 above when configuring the Trigger. Click on Edit icon corresponding to IssueTypeA, and select the Diagram tab.

2. Click on “In Progress” transition or any other transition you’d like to use to kick off the Flow execution. Click on Post Functions in the small popup, then click on Add Post function. Then select “OnRamp automate tasks” and click Add

3. Configuring the form

   1. Set “Type of action” to Create Tasks. Leave “Select field with flow” empty

   2. Select the Flow you previously created in ”Default flow”

4. Click Add and then click on Publish Draft

To test and see OnRamp in action, create a new issue of type IssueTypeA in ProjectA. Move this issue to In Progress status. Refresh screen to see the two “dependent” tasks created and linked.