Can I set Jira to create a new Epic automatically when a an Idea Status changes in Product Discovery

[Roger Berkley]

After completing an ideas' impact assessment in a Discovery Project, the Idea Status is set to (Ready for Delivery).

Can I define an automation rule for Jira to automatically create an Epic in a Software Project when that kind of status change happens? 

The newly created Epic should ideally have the same name as the original idea, at least for when it's auto-created.

[Roger Berkley · Accepted solution]

This automation creates a new Epic in a Software Development project based on a transition into a specific status of an Idea in a Discovery Project.

Note: this automation is created in the Discovery Project.

Step configuration

1. When value changes for Status
   • Fields to monitor for changes: Status
   • Change type: any
   • For: Transition issue
2. Status equals
   • Field: Status
   • Condition: equals
   • Value: <desired value from list>
3. Then: Create variable
   • Variable name: <choose your variable name>
   • Smart value: {{summary}}
4. And: Create a new
   • Project: <your software project>
   • Issue type: Epic
   • Summary {{your chosen variable name from step 3}}

[Dhiren Notani_Exalate_]

Hi @Roger Berkley ,

Thanks for posting your question here on the community!

Yes, it's definitely possible to create a new Jira Epic based on the status change on an Idea in JPD (Jira Product Discovery).

I would recommend you to use Exalate for this.

Exalate is a completely decentralized,  bidirectional issue synchronization solution which can sync issues between Jira same and multiple instances (JSM, JSW, JPD) etc

The Groovy Scripting Engine provided by Exalate is highly customizable and flexible and you can setup the automations/triggers based on statuses as well! 

There is a small video tutorial which shows one of the instance as Jira Product Discovery and it might be worth a watch.

Please be known that I am associated with Exalate as a Pre-Sales Engineer.

Thanks, Dhiren

[Diana_Architect_ZigiWave]

@Roger Berkley hi. Glad to hear that Jira PDsteadily becomes part of our work life. :) I'm curious to know more details about the use case/s regarding your question or other jira pd-related projects. If it's ok with you to share, do not hesitate to drop me a line at diana@zigiwave.com

[Darin]

Hi @Roger , yes you can easily do this using project automation or scriptrunner, for example.

More here

https://www.atlassian.com/software/jira/guides/expand-jira/automation

[Roger Berkley]

Thanks @Darin

I just created the automation and will post the solution for those interested.