JIRA automation to create Issue Type Initiative basis of Epic

[Arvind]

We use a JIRA structure of Initiative > Epic > User Story. We have added a custom field 'Customer Name' at both the Initiative and Epic levels.

We need JIRA automation for the following scenarios:

1. If an Initiative with the specified 'Customer Name' does not exist in the project, create both an Initiative and an Epic, using the provided 'Customer Name' when creating the Epic.
2. If an Initiative with the specified 'Customer Name' already exists, create only an Epic linked to that Initiative, using the same 'Customer Name'."

[Akhand Pratap Singh]

Hello @Arvind ,

Automation for Jira will do the Job here.

Considering, your trigger pint to be When Ticket is created and "Customer Name" is a user field.

Based on above 2 Consideration please find below Automation Rule, which will do the Job.

NOTE:

In Automation Rule, under user condition, Approvers is to be replaced by "Customer Name" field and the specific role you are checking against.

My Portfolio epic is your Initiative

These are based on my Consideration and Assumptions, these rules can be modified as per your requirement by changing trigger points or adding more conditions

[Piyush Annadate _ACE Pune_]

Hi @Arvind ,
Have you tested or created automation that isn't working or having issues with? It would be good to let us know about that so we can help you to tweak it.

Question here is: What's the trigger? Where the custom name is which will check and trigger the actions?