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GitHub Project Automation+

🤖 Automate GitHub Project cards with any webhook event

This action allows you to use any of the pull_request and issue webhook events to automate your project cards. For example when an issue is opened create a card in the Backlog project, Triage column.

If the pull_request or issue card already exists it will be moved to the column provided. Otherwise the card will be created in the column.

Usage

Create a project with columns in your repository, user profile or organisation.

Create a new workflow .yml file in the .github/workflows/ directory. In the .ymlfile you have to decide what webhook events going move or create a card in a column. For more detailed explanation of the workflow file, check out the GitHub documentation. See the examples below to get started quickly.

.github/workflows/opened-issues-triage.yml

Move opened issues into the Triage column of the Backlog project

name: Move new issues into Triage

on:
  issues:
    types: [opened]

jobs:
  automate-project-columns:
    runs-on: ubuntu-latest
    steps:
      - uses: alex-page/github-project-automation-plus@v0.8.3
        with:
          project: Backlog
          column: Triage
          repo-token: ${{ secrets.GITHUB_TOKEN }}

.github/workflows/assigned-pulls-todo.yml

Add assigned pull requests into the To Do column of the Backlog project

name: Move assigned pull requests into To do

on:
  pull_request:
    types: [assigned]

jobs:
  automate-project-columns:
    runs-on: ubuntu-latest
    steps:
      - uses: alex-page/github-project-automation-plus@v0.8.3
        with:
          project: Backlog
          column: To do
          repo-token: ${{ secrets.GITHUB_TOKEN }}

Workflow options

Change these options in the workflow .yml file to meet your GitHub project needs.

InputsDescriptionValues
onWhen the automation is ranissues pull_request issue_comment pull_request_target pull_request_review
typesThe types of activity that will trigger a workflow run.opened, assigned, edited: See GitHub docs for more
projectThe name of the projectBacklog
columnThe column to create or move the card toTriage
repo-tokenThe personal access token${{ secrets.GITHUB_TOKEN }}
actionThis determines the type of the action to be performed on the card, Default: updateupdate, delete, archive, add

Personal access token

Most of the time GITHUB_TOKEN will work as your repo-token. This requires no set up. If you have a public project board and public repository this is the option for you.

Repository project, private repository or organisation projects

You will need a personal access token to send events from your issues and pull requests.

  1. Create a personal access token

    1. Public repository and repository project
    2. Private repository or private project
    3. Organisation project board or organisation repository

  2. Add a secret GHPROJECT_TOKEN with the personal access token.

  3. Update the repo-token in the workflow .yml to reference your new token name:

repo-token: ${{ secrets.GHPROJECT_TOKEN }}

Troubleshooting

GraphqlError: Resource not accessible by integration or Secrets are not currently available to forks.

This error happens on repository projects and forked repositories because GITHUB_TOKEN only has read permissions. Create a personal access token following the instructions above.

Parameter token or opts.auth is required

This error happens when using a personal access token to run the workflow on PRs from forked repositories. This is because GitHub secrets are not populated for workflows triggered by forks. Use pull_request_target as the webhook event instead to enable access to secrets.

SAML enforcement

With certain organisations there may be SAML enforcement. This means you will need to Enable SSO when you create the personal access token.

GraphqlError: Resource protected by organization SAML enforcement. You must grant your personal token access to this organization

Can't read repository null

Make sure your permissions for your personal access token are correctly configured. Follow the above guide on permissions.

Private repositories

You may need to enable policy settings to allow running workflows from forks. Please refer to GitHub's documentation to learn about enabling these settings at enterprise, organization, or repository level.

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