Automation to align status between JPD and Jira

[Rebecca Graf]

Hey all,

I'd like to create an automation, which checks if a status of delivery tickets in Jira is aligned with the JPD ticket (only in a certain JIRA project).

The challenge: Our workflow in Jira is different from JPD, meaning that I need a mapping like

if status in JPD is A please set status of linked issue in Jira project X to B

 if status in JPD is C please set status of linked issue in Jira project X to D

and so on...

The automation should run regularly without being triggered by a status change. How do I set it up properly?

Thanks for your help :-) 

Best

Rebecca

[Nick Haller · Accepted solution]

Hi @Rebecca Graf ,

An automation like that one below should work for the use case - which uses multiple IF / ELSE components to map each JPD status to Jira status:

1) WHEN: Issue transitioned

2) IF / ELSE

• Status = "JPD status A"

3) Branch rule / related issues

• Type of related issues = Linked issues
• Link types = is implemented by

4) THEN: Transition the issue

• Destination status = "Jira project X, status B"

5) IF / ELSE

• Status = "JPD status C"

6) Branch rule / related issues

• Type of related issues = Linked issues
• Link types = is implemented by

7) THEN: Transition the issue

• Destination status = "Jira project X, status D"

^ And so on depending on how many JPD idea statuses you want to map to Jira issues statuses.

So each IF / ELSE component should be tied to the top WHEN: Issue transitioned component, and each IF / ELSE component branches after to look for the delivery ticket.

If an IF / ELSE component does not match (Ex: steps 2-4 above), the automation will then check the following (Ex: steps 5-7 above), and so on, until a there is a match - then stop reviewing the following IF / ELSE components after the match.

Hope that helps! Let us know if you have any questions.

[Rebecca Graf]

Hi @Nick Haller , thank you so much for your explanation, that definitely helps. 

Just one more question: Would it be possible to run this automation without a specific trigger (step 1) but on a daily basis? There can be usecases, where we'll have a mismatch between the two tools and I'd like to cover them as well (without waiting for a transition in JPD).

Haven't done anything like this before and didn't find an explanation how to run an automation regularly without trigger.

Best regards

Rebecca 

[Nick Haller]

Hi @Rebecca Graf ,

Yes I believe that should be possible with something like this is as the main trigger instead:

^ Where the automation is scheduled to run daily (or depending on your use-case).

Notice I also added a JQL to specify that this automation only executes for my JPD project / ideas - which will help narrow down the number of times this actual runs.

[Glenn A]

I'd love to do the reverse: if status of Jira Epic is "Done", change JPD Idea to Done. I am admin on both the JPD project and the Jira project. If I try to create the rule in the Jira project, it excludes the JPD project and I am unable to add it to the scope in the "Rule Details" section (as suggested in the rule building UI).

What am I missing?

Thanks!