Transition work item recently created

[Eduardo Lima Boucault]

I’m building an automation to create a new work item based on the original issue from another project. However, I don’t know how to change the default status of the newly created work item. It seems that Jira uses the work item trigger to determine the status change, but I need to change the status of the new work item instead.

[Bill Sheboy]

Hi @Eduardo Lima Boucault -- Welcome to the Atlassian Community!

I do not believe automation rules currently use the version of the REST API which allows setting the status when the work item is created.

Instead, rules need to branch to the newly created issue to transition it.  For example:

• trigger: some rule trigger
• action: create work item
• branch: to most recently created work item
  • action: transition work item

Also you note the new work item is in another project.  Thus the rule's scope (in the details at the top) will need to include both projects.  Your Jira Site Admin will need to change the rule scope in the global settings area.

Kind regards,
Bill

[Eduardo Lima Boucault]

Thanks so much, Bill. That was super helpful :D

[Bill Sheboy]

I am glad to learn that helped.  And, if your rule is working now, please consider marking this question as "answered" to help others with a similar need find solutions faster.  Thanks!

[Joseph Chung Yin]

@Eduardo Lima Boucault 

Welcome to the community.

I agreed with Bill's suggestion.  Please do note that once the automation rule is converted to Global rule, then any changes for the same rule will need to be updated by Jira admins based on my experience.

If an automation rule is for just a single project (project scoped only), then the creator (project administrator role member typically) will still have the edit right to the rule.

Hope this also helps.

Best, Joseph Chung Yin