need help with an automation rule

[Mehdi Mohammad Ali]

Hi Guys, 

I need some help with creating an automation rule for this scenario:

Project A is JSM and Project B is JS. 

1. I want to create a rule that will clone an issue from Project A to Project B, if a custom field value matches.  

      (when field value changes from {custom field} in Project A --> then clone issue in Project B)

2. When the clone issue is in "Done" status, I want the rule to add a comment and change the status to "waiting for review" for the original issue in Project A, for the triage team to review. 

I have already made the rule for the first part, but can't figure out how to do the second part.

Can I make one rule that covers both parts or do i have to make a separate rule for part 2?

And if the latter, which project do i make the automation rule in?

Thanks.

[Joseph Chung Yin · Accepted solution]

@Mehdi Mohammad Ali -

Welcome to the community.  Your rule will be established in the Jira Software project, but it will have to be setup as a global rule and involving both your JSM and JS projects.  You will need to create a "Branch rule/Related issues" setup where you need to reference the linked JSM issue (assuming your 1st rule that creates "clone" the JSM issue into your JS issue already created an issue link setup).   If so, you will conduct an action to edit/transition the linked JSM issue within the "Branch rule/Related issues" setup.

Hope this helps.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Technology Applications Team

Viasat Inc.

[Mehdi Mohammad Ali]

Thank you for your help. Your suggestion did help me come up with a rule that works mostly. I just need to adjust it a little.

[Joseph Chung Yin]

@Mehdi Mohammad Ali -

If my suggestion helped you, please also click on Accept answer on my original suggestion post when you have a chance.

Best, Joseph

[Mehdi Mohammad Ali · Accepted solution]

For anyone who might have the same questions, here is the automation that i created to solve my problem:

make the automation global and include both projects, this can be done after a draft of the rule is published and click on "rule details"

1. When value changed -> enter name of the field you want to trigger the automation

2. issue fields condition ->  select the trigger field (same as above field), pick the condition and value you want to trigger the automation

3. JQL condition -> project = "my JSM project" (this project has the issues that will be cloned)

4. clone issue -> select the project where you will send the cloned issue, pick issue type

5. Link issues-> linked issues -> clones -> trigger issues

6. Branch rule / related issues -> linked issues -> clones

7. on one branch select issue fields condition -> status-> is one of -> value=done

on the other branch, transition issue -> statue you want

8. comment on issue

test the automation, check out the rule logs and make appropriate corrections.