How to use automation to link 2 issues as one's custom field value contains another's summary

[Gary Richardson]

what we have are 2 issue types:po and contract. for po, there's a custom field called related contract, we will extract part of text in related contract. how to use automation to find the actual contract issue and related them? I'm stuck in defining the conditon that fit the search. 

[Mark Segall]

Hi @Gary Richardson - Can you please provide a little more context around how this automation would be triggered? For example...

• The PO generates the related contract at some point in the process and auto-generates the summary as part of creation
• The contract is manually created and linked to the PO.  Upon linkage, the contract summary is updated
• Something else...

Having a sense of the trigger helps identify how the rule will come together.

[Gary Richardson]

Hi Mark,

both issues are generated manually. For example, I first created a contract named 20221024company A service B contract info C, then at some time I created the PO named company A service B service date D. There's no rule to relate the PO and contract based on summary name, but there's a field in PO called related contract, I will put the right contract summmary issue in that field. So the field value in PO is equal to contract summary

[Mark Segall]

Thank you for the further clarity.  So, the challenge with creating the automation is that you'll need an anchor.  The PO needs some way to identify which issue serves as its contract. 

There are two ways we can go about this:

1. Let automation handle the creation of the new PO when the Contract hits a certain point in the workflow and populate all necessary fields there on the spot.
2. Use the native link capability to link the PO to the Contract.  Automation can trigger off of that link and copy the data from the Contract.

[Gary Richardson]

Thank you. I used JQL for branch rule and set the summary ~ {{issue.related contract}} to link these 2 issues

[Mark Segall]

So does this mean you have the automation working?