How to Automate Field Population for JIRA Delivery Tickets Created from JPD Ideas ?

[Olivier CANU]

Hi everyone,

I'm looking to set up an automation in JIRA that automatically populates certain fields whenever a JIRA delivery ticket is created from a JDP idea.

Could anyone provide guidance or share their experiences on how to achieve this?

Thanks in advance for your help!

Oliver

[Tanguy Crusson]

hi @Olivier CANU , there are a few examples for how to use automation with linked delivery tickets in the FAQ: 

Demo: project automation in Jira Product Discovery

[Olivier CANU]

Hello Tanguy, 

It worked with the examples ! Thanks a lot ! 

[Bill Sheboy]

Hi @Olivier CANU -- Welcome to the Atlassian Community!

Without knowing more details about your scenario, some general guidance would be:

Pause to define the problem you are trying to solve.  Ideally, explain that to another person to help confirm your understanding of it.

Read about automation rules: https://support.atlassian.com/cloud-automation/docs/jira-cloud-automation/

When you create a rule which will access / update issues in multiple projects, it must have a scope of multiple-project or global.  Your Jira Site Admin will need to help make those changes in the global automation settings.

When you want to update most fields in JPD, the rule actor needs to have JPD Creator permissions.  Watch for that impact when testing your rules.

Kind regards,
Bill

[Olivier CANU]

Thank you Bill !