I would like to automate the creation of a task in a separate project based on the following criteria
When a severity 1 or severity 2 issues is marked resolved, have a task created and linked to the incident/issue and transfer fields. The project that the new task is created would have additional fields.
Is this possible?
I don't have admin access to Jira to test. I have experience with Jira at a different company and never applied this specific use case.
Hello @Bob Sochacki
Welcome to the Atlassian Community!
In Jira Cloud, we have recently acquired a new functionally (From Codebarrel) that you can use to automatically create a new linked task when your Sev1 issues reach its final status, also selecting the project and fields that should be set in the newly created task.
P.S: To create an automation rule that applies/considers multiple project conditions, you must be a site-administration.
These would be the steps:
1 - Logged as a site-admin, navigate to Jira Settings > system > Automation Rules > Click to create a new Global rule
P.S: If the trigger of the automation should consider sev1 issues from only one project, you can add a Project rule instead of Global, by navigating to project settings > Project automation.
2 - Create the rule displayed below, properly configuring the following:
- As the Trigger, add the transition (Done) that will trigger the automation
- In the If condition, add the projects where the automation will be considered and the severity that the trigger issue should have (Sev 1).
P.S: Ignore the first condition if you are using a project rule.
- in the action parameter, add the fields and the values that should be filled in the new issue created (Project, links, etc):
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3 - Click to enable the automation rule
Let us know if you have any questions.
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