Jira Automation: Automatically create a task in a different project and assign epic link

[Jeff OBrien]

Hello Atlassian Community!

I am new to configuring automation rules and was hoping someone could help me with the following.

I want to accomplish the following:

1. An epic is created in a Jira software project
2. At some point, a user changes a field value from NULL to 'Yes
3. An automation rule runs and creates a task in a Jira business project
4. The epic link on the task is set to the epic issue key

Is this possible?

Thank you in advance!

[Ste Wright]

Hi @Jeff OBrien 

Just to confirm the logic..

• The Epic is in a Software Project
• A user will change the "checkbox field" to Yes on the Epic?
• A Task is then created in a Work Management (Business) Project
• The Epic Link of this Task will be set to the Epic which triggered its creation

...is this correct?

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If yes, the rule would look something like this:

• Trigger: Field Value Changed
  • Field to monitor for changes = <Checkbox Field>
• Condition: Issue Fields Condition
  • Field = <Checkbox Field>
  • Condition = equals (in any order)
  • Value = Yes
• Condition: Issue Fields Condition
  • Field = Issue Type
  • Condition = equals
  • Value = Epic
• Action: Create Issue
  • Project = <Work Management / Business Project Here>
  • Issue Type = Task
  • Fields = Populate as required
    • Epic Link = {{triggerissue.key}}

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A few notes on this rule:

• The Action used a smart value to set the Epic Link - this lets it dynamically reference the Epic each time the rule is run

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Let us know if this helps!

Ste

[Bill Sheboy]

Hi @Jeff OBrien 

That is probably possible, as you have described.  The rule would be triggered on the field change in your software project's rules, tested with your conditions (i.e. epic and the field changed to "yes"), and when the issue is created in the other project the epic link could be set to the triggering issue.

What have you tried thus far to solve this?

Kind regards,
Bill