project transition based on resolution

[Bryan Collick]

I'm looking to automate some business processes in a regulated organization.

• If employees find something that is potentially a breach of policy, they can go to a Service Desk portal and file a basic request.
• A team tracks that project (FOO) and does investigative work.
• If their work is completed and the concern is found to be valid, they manually move the issue to a project where confirmed breaches are managed (BAR)

Is there a way I can have FOO issues that receive a certain resolution automatically be moved to the first status of BAR? Perhaps some weird clone-and-move action?

[David Fischer · Accepted solution]

First of all, I would generally recommend creating a new issue in project BAR instead of moving the project FOO issue to the BAR project (for better traceability).

In any case, you can achieve both approaches using JMWE for JIRA Server:

- you can use the "Create/Clone Issue" post-function on the "complete" transition of project FOO to create a linked issue in project BAR replicating key information from the current issue.

- you can use the Set Field Value post-function to change the project of the issue, but it only works if Jira can match the current status between both workflows. It's not likely to work in your case.

Hope this helps,

David

[Bryan Collick]

Even though these are two distinct teams using two separate projects, I've considered your recommendation to combine these two workflows. Ultimately I set up a kanban board that was the sum of the two work flows, allowing for FOO and BAR issues to be visible and for BAR team members to "pull" (aka move) items from the end of the FOO workflow into their own. Thanks!

[Bryan Collick]

I'll also investigate the JMWE plugin that you suggested. Thanks again!

[David Fischer]

Hi Bryan,

are you using Jira Server or Jira Cloud?

David

[Bryan Collick]

Good Question. I should have identified that I'm using JIRA server 7.4

[Bryan Collick]

I'd also be open to a workflow transition button that allowed a user to move the ticket in an semi-automated way.