Hi,
I have set up the following cloning automation:
Whenever a desk ticket is created, it gets a component assigned, and the status is set to level 2 review for the cloning to happen.
Everything is working great except that I want the attached form, any attachments, and the custom fields to also appear in the clone ticket.
I don't want the person working on the clone ticket to have to go back and forth between the desk ticket and their clone ticket.
Is there a way for all the information to be pasted/translated into the clone ticket?
Also, I want to be able to have automation where any comments made on the clone tickets and the desk ticket are being added into each ticket's comment section, so that any updates/changes are readily available to read instead of going from ticket to ticket to find updates.
I have attached images of my current automation setup and test tickets to show you how it's turned out at the moment.
Any help would be truly appreciated!
Hola Kinza,
Most of what you want can be done, but the form, Jira fields, and attachments have to be handled a little differently.
In your Clone work item action, the Copy Attachment from Work item option is currently unchecked, so selecting that should take care of the attachments that already exist when the clone is created. You can do the same with each custom field by adding it under Choose fields to set and selecting the option to copy the value from the trigger work item. The field needs to exist in the destination project, be available for the cloned ticket’s work type, and use a compatible field type. Otherwise, Jira may leave it blank even though it was included in the rule.
The attached form is separate from the Jira fields. Any form question linked to a Jira field can be copied through that field, but form-only questions aren’t regular custom fields and won’t automatically appear just because the ticket was cloned. After the clone action, add a branch for the most recently created work item, then use the Forms automation action to copy the completed form from the trigger ticket to the clone. Atlassian explains the relationship between form fields and Jira fields here.
You’ll also want to ensure the cloned ticket is assigned the correct request type. Jira doesn’t automatically carry the JSM request type into a cloned ticket, even when the work type is correct. That can be set in the same most recently created work item branch. Atlassian has an example of that setup here.
For comments, I’d create a separate multi-project automation rule using the Work item commented trigger. Branch to the linked work item using only your specific clone link type, then add {{comment.body}} as a comment on the linked ticket. Since your desk ticket can have multiple clones, this means a comment on the desk ticket will go to every linked clone, while a comment on one clone will return to the desk ticket.
Be careful with comment visibility, though. I wouldn’t automatically make every developer comment customer-visible on the JSM request. It’s safer to copy comments back as internal comments unless there’s a clear indication that they’re meant for the customer. Also, leave the option that allows this rule to be triggered by other automation rules turned off; the copied comment can trigger another copy, creating a loop.
Thanks,
James
OMG, this is super helpful! Let me try this approach and get back to you on how it works. THANKS A BUNCH!
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Hello @Kinza Jabeen
You can clone and automate some things with automation, but some of the things you want will pull your entire concept in the direction of bidirectional synchronization, and that you can't achieve with sole automation.
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So, what do you suggest in this case? if multiple automations need to be put in place, can you guide me on what framework I need to leverage?
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