Update custom fields in another project

[Jader Peixoto Volkmer]

Hi everyone,

hope you can help me,

I have a project called RH (HR) where we manage people records. There is another project called GDP, the area responsible to provide computers and others work facilities for the employers.

In a point of the RH's workflow, in an automation, we open automatically a ticket on the GDP project in order to allow the GDP team to work on the things necessary for the new employee. So, if RH change some fields in the RH project I need to create an automation to edit the same fields I had created in the GDP too.

As I have the ID of the child ticket in the RH ticket how is the step by step procedure  to edit these fields in the GDP project?

Thank you.

Rds

Jader

[Christopher Yen]

Hi @Jader Peixoto Volkmer 

If I'm understanding correctly you want to sync certain fields from the Parent (RH) work item to the child (GDP) work item. I think you would use When: Value changes for automation trigger and the FOR EACH: add a branch option so it would looks something like this,

[Jader Peixoto Volkmer]

Hi  ,

thanks for your answer.

As I realize there are many fields to update in GDP project I had an idea. I will create a custom field "Update GDP" with Yes/No values. When Yes is selected it will be the trigger for the automation to update all the fields (e.g. Name, Address, e-mail, and so on).

I'll try this and come back here.

Rds.

[Jader Peixoto Volkmer]

Dear @Christopher Yen 

I am working on some tests and there is no successful results in my operations.

In this scenario I have created a ticket in another project. So, now I would like to Cancel this child ticket. and Jira returns me "No related tickets could be found".

Where I was my fault?

[Jader Peixoto Volkmer]

Hi Cris,

I got it,

I must choose linked issue to refer to the issues created in this particular ticket.

That's one is solved.

Thank you.

Rds.

Jader

[Jader Peixoto Volkmer]

I would like to use this thread to ask one more thing. 

I am trying to run an Edit Issue to update fields on another project, my original question. So, I create the automation (showed below), the log shows Success on the operation but when I go to the other project the fields are note updated. 

Project: RH

Target project: GDP

All the fields have the same name and I copy the fields from one project to the other.

The rules:

To Edit the ticke on GDP

What I suppose to do?
As long as I know it seems to be all right.

Thank you.

Jader

[Jader Peixoto Volkmer]

Hello all,

I solved this question and I think this is an important point to share. To update fields in another project we need to work with smart values. 

The only way to perform this operation is informing in the Edit Issue, in the More Options, the following information (according to the fields we want to update):

 

Thank you!

Jader