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Connecting tasks in Project B to Epics Based in Project B, based on their linked in Project A

Jeffrey_Denton
Contributor
January 21, 2025

 

 

Scenario:

  1. Project A contains Ideas.
  2. Project B contains Epics, Stories, and Tasks.

Relationships between issues:

  • Each Idea in Project A is linked to an Epic in Project B using the "Project" link type.
  • When a Task in Project B is created, it’s linked to an Idea in Project A using the "is implemented by" link type.

Goal:

I want to automate the process so that when a Task in Project B is linked to an Idea in Project A, the following happens:

  1. The rule finds the Epic in Project B linked to the Idea (via the "Project" link type).
  2. The Epic is set as the parent (via the Epic Link) of the Task in Project B.

Here is my Audit log and automation:

screencapture-rk-industries-atlassian-net-jira-settings-automation-2025-01-21-15_15_59-edit.pngscreencapture-rk-industries-atlassian-net-jira-settings-automation-2025-01-21-15_12_03-edit.png

 

Here are the fields:

screencapture-rk-industries-atlassian-net-jira-settings-automation-2025-01-21-15_25_30-edit.pngscreencapture-rk-industries-atlassian-net-jira-settings-automation-2025-01-21-15_26_04-edit.pngscreencapture-rk-industries-atlassian-net-jira-settings-automation-2025-01-21-15_26_39-edit.png

1 answer

0 votes
Jeffrey_Denton
Contributor
January 21, 2025

Okay after some digging, I've solved my own problem.  Sharing the solution.  I don't think I need to refetch, but I wanted to see it in the audit log.
screencapture-rk-industries-atlassian-net-jira-settings-automation-2025-01-21-18_50_06-edit.png

 

the issues, but i did that for an audit purpose.  I think I can remove it. 

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