# Configuration Assistant

The **Configuration Assistant** provides a fast, guided way for administrators to create a basic, bi‑directional Email This Issue configuration. With just a few clicks, you’ll get a randomly generated email address and all the supporting connections, handlers, and schemes you need to send and receive emails in Jira—perfect for evaluating the add‑on’s capabilities before rolling out a production setup.

### 📍 Accessing the Configuration Assistant

1. Go to **Apps ▶ Email This Issue** in Jira.
2. Click the **Configuration Assistant** button in the top menu bar.

<figure><img src="https://880912854-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mf8H-oTE_fhOrUtfYrN-2724419853%2Fuploads%2FpphFCAz8k9E54XNirZTk%2FConfigurationAssitsantButton.png?alt=media&#x26;token=dab0ad07-b6f5-418f-9a1f-e5c9a978835b" alt=""><figcaption><p>You can access the Configuration Assistant in the top menu bar in Email This Issue</p></figcaption></figure>

### ❓ How to use?

1. **Create a Test Configuration**\
   On the **Configuration Assistant** form:

   | Field                  | Description                                                                                                         |
   | ---------------------- | ------------------------------------------------------------------------------------------------------------------- |
   | **Name**               | A unique name for your configuration. This helps you distinguish between multiple **Configuration Assistant** runs. |
   | **Project**            | Select a Jira project. The created configurations will only affect this project.                                    |
   | **Issue/Request Type** | Select an issue or request type. The created configurations will only affect issues with this type.                 |

{% hint style="info" %}
All fields are mandatory. The assistant uses your selections to scope:

* **Issue creation** from incoming emails:\
  When an email sent to the email address generated by the **Configuration Assistant**, an issue will be created in the selected project with the selected issue or request type.
* **Manual email** availability:\
  Emails can be sent for issues in the selected project with the selected issue or request type.
* **Comment notifications** on issues:\
  When someone comments on an issue in the selected project with the selected issue or request type, a notification email will be sent.
  {% endhint %}

<figure><img src="https://880912854-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mf8H-oTE_fhOrUtfYrN-2724419853%2Fuploads%2FZZlF4YZOUuGQo6Uj8dkk%2FConfigurationAssistantForm.png?alt=media&#x26;token=94decda6-38e0-4bfc-a289-bd6b5d521aa5" alt=""><figcaption><p>You can configure the scope of your configuration here</p></figcaption></figure>

2. **Review Your Test Setup**\
   Once you click **Submit**, the assistant generates:

   | Item                                                                                                                                                                                                                      | What It Does                                                                                                   |
   | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------- |
   | [**Outgoing Mail Connection**](https://app.gitbook.com/o/-MQWwyNQcMa-mipnVPpo/s/-Mf8H-oTE_fhOrUtfYrN-2724419853/~/changes/360/outgoing-emails/email-this-issue-for-jira-cloud-outgoing-emails-documentation)              | Sends all **Manual** and **Notification** emails.                                                              |
   | [**Manual Email Configuration**](https://app.gitbook.com/o/-MQWwyNQcMa-mipnVPpo/s/-Mf8H-oTE_fhOrUtfYrN-2724419853/~/changes/360/outgoing-emails/manual-emails/email-this-issue-for-jira-cloud-manual-email-configuration) | Defines used template, format of the email (HTML/plain), default recipients, etc. for manual emails.           |
   | [**Advanced Email Configuration**](https://app.gitbook.com/o/-MQWwyNQcMa-mipnVPpo/s/-Mf8H-oTE_fhOrUtfYrN-2724419853/~/changes/360/outgoing-emails/email-this-issue-for-jira-cloud-advanced-email-configuration)           | Configures overrides for sender information, the ability to save recipients, and which mail connection to use. |
   | [**Email Notification Scheme**](https://app.gitbook.com/o/-MQWwyNQcMa-mipnVPpo/s/-Mf8H-oTE_fhOrUtfYrN-2724419853/~/changes/360/outgoing-emails/email-this-issue-for-jira-cloud-email-notification-schemes)                | Controls when notification emails are sent and what they contain.                                              |
   | **I**[**ncoming Mail Connection**](https://app.gitbook.com/o/-MQWwyNQcMa-mipnVPpo/s/-Mf8H-oTE_fhOrUtfYrN-2724419853/~/changes/360/administration/email-this-issue-for-jira-cloud-incoming-mail-accounts)                  | Receives inbound messages into Jira; works with your Mail Handler.                                             |
   | [**Mail Handler**](https://app.gitbook.com/o/-MQWwyNQcMa-mipnVPpo/s/-Mf8H-oTE_fhOrUtfYrN-2724419853/~/changes/360/adding-editing-a-mail-handler)                                                                          | Rules for parsing incoming emails. For example: create new issues or add comments to existing ones.            |

{% hint style="success" %}
All items are fully editable—feel free to tweak settings, templates, or handlers as you explore.
{% endhint %}

<figure><img src="https://880912854-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mf8H-oTE_fhOrUtfYrN-2724419853%2Fuploads%2F7IU5aXlxkCdcivCNXvOY%2FConfigurationAssistantSummary.png?alt=media&#x26;token=ffda38b5-bac5-4064-a726-320a14abbe57" alt=""><figcaption><p>You can review every configuration item created by the Assistant here</p></figcaption></figure>

3. **Try It Out**
   * **Send an Email** to your generated email address (e.g., `abcd1234@metastage.net`).
     * If the project/type selection allows issue creation, a new issue/request appears.
   * **Add a Comment** on the created issue: you should receive a comment‑notification email.
   * **Manual Email**: open the issue, choose **Actions** (<img src="https://880912854-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mf8H-oTE_fhOrUtfYrN-2724419853%2Fuploads%2FwVa2qesFZDSEQ6jYeJ2L%2Fimage.png?alt=media&#x26;token=c3d1156f-a80c-4c32-8d91-8f1cee709de4" alt="" data-size="line">) **▶ Email** to send a manual email.

{% hint style="warning" %}
If the project/type selection contains custom configurations (like required fields besides **Summary** and **Description**) the issue creation may fail.
{% endhint %}

### ⚠️ Limitations

The test email addresses generated by the **Configuration Assistant** are for **evaluation and testing purposes only**. Therefore, the following limitations apply:

* Only supports **up to 3 recipients** per outgoing email
* Expires and will be **deleted after 30 days**
* In the Outgoing Mail Connection, the **From Address cannot be changed**

{% hint style="success" %}
For production use, change the **Incoming** and **Outgoing Mail Connection** to use your own email service provider.
{% endhint %}

{% hint style="warning" %}
Please ensure this feature is **NOT used in a production environment**. The generated email addresses are intended solely for testing the product’s core functionalities. Activities such as **sending a huge amount of bulk emails**—including those triggered by bulk changes or automation—**are outside the scope of fair use** and are prohibited.
{% endhint %}

### ▶️ Next Steps

* You can tune every configuration item to your liking. If you’re happy with the setup, you can **transform** these test configurations into production ones by editing your Incoming and Outgoing Mail Configurations to point to your real email address!
* Dive deeper into each feature:
  * [Outgoing Mail Connections](https://docs.meta-inf.hu/email-this-issue/administration/email-this-issue-for-jira-cloud-smtp-servers)
  * [Manual Email Configurations](https://docs.meta-inf.hu/email-this-issue/outgoing-emails/manual-emails/email-this-issue-for-jira-cloud-manual-email-configuration)
  * [Advanced Email Configurations](https://docs.meta-inf.hu/email-this-issue/outgoing-emails/email-this-issue-for-jira-cloud-advanced-email-configuration)
  * [Email Notification Schemes](https://docs.meta-inf.hu/email-this-issue/outgoing-emails/email-this-issue-for-jira-cloud-email-notification-schemes)
  * [Incoming Mail Connections](https://docs.meta-inf.hu/email-this-issue/administration/email-this-issue-for-jira-cloud-incoming-mail-accounts)
  * [Mail Handlers](https://docs.meta-inf.hu/email-this-issue/adding-editing-a-mail-handler)