custom field in CH project that lists all entries that are under summary field in PMDB project.

[Rachana_Pandit]

I have 2 projects. 

1. CH (Team managed software type)

2. PMDB (Company managed software type)

I want to add a custom field in CH project that lists all entries that are  under summary field in PMDB project.(Even when new entries are made to PMDB board it should reflect in CH board)

How do I do that?

[John Funk]

HI Rachana,

I am not quite clear on the requirement. Do you to update the custom field in the CH project every time a new issues is created in the PMDB project? 

I assume the custom field is a Paragraph type field in the CH project. Is all of this correct? 

[Rachana_Pandit]

Hi @John Funk ,

Thank you for your reply. 

The custom field must be a cascading list.

When a CH ticket  is raised it needs to be linked to the respective PMDB ticket. So the CH needs to have a cascading list field that lists all PMDB tickets so that one of them can be selected to be linked to.

[John Funk]

Sorry, but that will now work - cascading list fields use set values that a Jira Admin must enter manually. You can't populate that field dynamically like that. 

[Rachana_Pandit]

@[deleted] Is there any other way to do this?

[John Funk]

The question is what do the two issues have in common that can be used to link them. If you create a new CH ticket and you want to link it to an existing PMDB ticket - what is shared between them? 

[Rachana_Pandit]

For ex:

A new CH - AstraRenecs IFT Complaint
Existing PMDB - IFT 

So PMDB and CH dont have any direct shared link in any field as such.

[John Funk]

So how will you know which PMDB ticket to like to? I would suggest you add a custom field to your CH project with a dropdown list of values to select from  - such as IFT - where the values would be used to identify the appropriate PMDB ticket. 

Then you can create an automation rule based on an Issue Created trigger for the CH project. Then add an Advanced Condition to check where the dropdown value = the PMDB summary field. Assuming the summary field exactly matches the value of the dropdown field in CH project. 

[Rachana_Pandit]

There are only like 8-10 PMDB tickets as of now. More might be added in the future. So can we list all the PMDB tickets under the custom field?

[John Funk]

Sure. 

[Rachana_Pandit]

The dropdown field I will have to manually enter the values right? Is there a way to pull the values automatically form Summary field in PMDB and show as a dropdown?

[John Funk]

Yes you will have to add them manually. No, there's not a good way to dynamically update the list. But if it is only 10 to 20 that shouldn't be be a heavy chore.