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Solution to Creating Issues in another project during transition workflow

Johnae Mills
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June 14, 2023

I would like the user to have the option of creating a new ticket to link to the ticket they are currently transitioning into a new state, without leaving that transition modal. 

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Mark Segall
Community Champion
June 14, 2023

Hi @Johnae Mills and welcome to the community!

You may be able to do something with a marketplace app, but I took this approach in my past:

  • Create custom field that triggers automation (more below - e.g. "Spawn Issue" single select with values of "yes/no")
  • Create custom fields that serve as duplicates of the standard fields you wish to populate on the new project (e.g. "x Summary","x Description", "x Priority")
  • Add these fields to a screen that you will use as the transition screen for the desired transition(s)
  • Create automation

 

AUTOMATION

  • TRIGGER: Field Value Changed (Spawn Issue)
  • CONDITION: Spawn Issue = Yes
  • ACTION: Create Issue
    Creates the new issue and copies the values captured on the transition screen
    • Summary: {{issue.x Summary}}
    • Description: {{issue.x Description}}
    • Priority: {{issue.x Priority}}
    • Linked Issues
      • Blocks Trigger Issue
  • ACTION: Edit Issue
    Reset the Spawn issue value to No so that users have to explicitly set to Yes again to avoid creating duplicates in the future
    • Spawn Issue = No

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