Automation - copy and find issue based on custom field

[Sofia Abreu]

Good morning,

I've been searching for a way to create an automation but without success.

What I need is help to create and implement an automation for:

-on one issue, when I select "yes" in a custom field "Coffee", clone the issue except the due date {{issue.Start date.minusDays(7)}} and moved the new issue to the column "Coffee"

-on one issue, when I unselect "yes" in a custom field "Coffee", find the clone in the column "Coffee" and archive (if possible, otherwise delete) the issue.

Please bare in mind that I'm a complete beginner and have little knowledge on the matter. A step by step guide on how to create and implement the automation would be much appreciated.

Thank you for the help.

[Yvan Martin]

Hi Sofia,

Developer from Automation here.

I've attempted to create a basic rule that will hopefully help you out in the example below.

• Trigger: Is set as field value changed trigger for your Custom field Coffee
• Branch: You then need to create an if/else branch
  • If: On the If side you use an issue field condition to check if your custom field Coffee is selected as yes
    • Action: Within that branch you can then use an action such as create or clone issue. You should also consider creating an issue link on the cloned issue of "clones" back to the "trigger issue"
  • Else: On the else side
    • Branch: For Linked Issues with types "is cloned by", provided your clones use that issue link then you can use this branch to determine clones of the current issue. If that's not enough then you can either use custom JQL and combine it with smart values for example summary ~ "Clone-{{issue.key}}"
      
      • Action: Then within that branch you can add an issue or delete action depending.

Users also find it helpful to add log action components to help figure out rule smart values: https://support.atlassian.com/cloud-automation/docs/debug-an-automation-rule/

I hope this helps put you on the right track, we also provide support on rules via https://support.atlassian.com/

[Sofia Abreu]

Hi Yvan Martin!

Thank you so much for your help! :)

I was able to do what I needed with a small change in your rule (it was moving the original issue instead of the clone).

Have a nice day!