Auto-exporting follow-ups

Automatically export your follow-ups to an issue tracker destination, based on details of the incident. Engineering Team avatar
Written by Engineering Team
Updated over a week ago

Eliminate the hassle of manually exporting follow-ups by configuring them to export automatically to your issue tracker.

This guide walks through the configuration process and demonstrates how to auto-export follow-ups to specific projects based on incident details, like custom field values.

Setup Integrations

Before configuring the auto-export rules, ensure that you have the correct issue tracker providers installed as integrations.

Navigate to Settings β†’ Integrations, and install your issue tracker.

Configure Export Templates

When auto-exporting a follow-up, an export template will be used to set certain properties of the issue, for example:

  • The project the issue is assigned to

  • The user that owns the issue

  • Labels that are added to the issue

Navigate to Settings β†’ Follow-ups, and add a new export template.

Configure Conditions

Navigate to Settings β†’ Follow-ups, and enable auto-export.

Out of the box, the export template you just created will be used to automatically export all follow-ups from all non-private incidents.

If you would like to configure when follow-ups should be automatically exported, and which export template should be used, then you will need to add a new condition.

In the example below:

  • If the incident's Affected Team custom field is set to ProductOps

  • Then automatically export the incident's follow-ups using the ProductOps Team Export Template

  • If the custom field does not match, then do not automatically export follow-ups for the incident

Fallback Behaviour

The example above has configured the fallback behaviour to not automatically export follow-ups if conditions do not match, however you can instead select a default template to be used.

This will ensure that follow-ups will always be automatically exported for each incident.

Private Incidents

By default, auto-exporting of follow-ups is disabled for private incidents, however you can enable this on the Settings β†’ Follow-ups page.

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