Custom drop down field list that will clone,and link, a work item

[Joseph Kamrad]

I have created a custom field (Select List Multi Choices) in Epic tickets.
Upon selecting one of the options from the list, I want automation to clone a work item and link it to the current Epic

[John Funk]

Hi Joseph - Welcome to the Atlassian Community!

Can you share what you have for the automation rule so far? 

Basically, you create a rule with a Field Value Changed trigger and select your custom field. 

Then add a Condition to check the field for that value. Then add an action for Clone work item. Add a field for Linked issues and select Trigger issue to link it to.

[Joseph Kamrad]

Hi John, thanks for the quick response.
I get stuck on the last part as if I select this option from the drop down, then I want it to clone case SCR-23300, and link it

[Trudy Claspill]

The rule you have is going to clone the issue where the GTM Task List field was changed. Did you change that field on SCR-23300? Or are you triggering this rule from some other issue, but want SCR-23300 to be the issue cloned regardless?

[Joseph Kamrad]

The Epic has this custom field (GTM Task List), I want a clone of SCR-23300 to be linked within this Epic when they select "Bug Fix/Internal" (eventually I will do this with the other fields here with a different SCR)

[John Funk]

Okay, that's different. Maybe try adding a branch with JQL for key = SCR=2330. Then under the branch an action to clone the issue. Then in the Clone action set the Parent field = trigger issue. 

Just doing this off the top of my head, so it might not work as intended. 

[Bill Sheboy]

Hi @Joseph Kamrad 

Just following up to check if this answered your question.  If so, please consider marking this one as "answered".  That will help others with a similar need find solutions faster.  If not, please let the community know what help you need with the rule changes.

Thanks!

[Joseph Kamrad]

Still can't seem to get this to work as we were hoping, anyone have a screenshot of how the setup could work?

[John Funk]

Can you share a screenshot of what you have right now? The full rule. It is easier to troubleshoot and you learn more that way.  :-)

[Joseph Kamrad]

Hi John, same as pictured above, pretty stumped at this point

[John Funk]

You didn't do the branch? 

[Joseph Kamrad]

John - I decided to move away from cloning a specific work item, to just simply creating it and adding sub-tasks. 

[John Funk]

So what is not working? Make sure that you have both projects in the Rule details and not just a single project for the trigger issue. 

[Joseph Kamrad]

This works, and team is happy with result. Thanks for all the assistance!

[John Funk]

Great - glad it is working for you! And you are welcome.