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Automation

Javier Romero
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September 8, 2021

Good Morning,

I have two projects, one called E2 and the other called CBK.

In E2, people create tickets to repair computers.

In the CBK project, I have a list of courtesy computers, each incident is a courtesy computer.

I would like to create an automation that when you link for example: CBK-2 to E2-306. Copy the key from e2-306 to cbk-2 in the summary.

This is a test account.

 

Thanks!!!

 

 

1 answer

1 vote
Alex Koxaras -Relational-
Community Champion
September 8, 2021

Hi @Javier Romero 

First of all let me tell you that what you are seeking for is a global rule and not a project rule. With that said, keep in mind that the free plan comes with certain limitation in regards to global rules. You can view your usage here.

Your rule could be something like the following:

link it.png

You have to define however the two projects in which this rule will run. 

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CLOUD
PRODUCT PLAN
FREE
PERMISSIONS LEVEL
Product Admin
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