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how to link a drop down menu in a form to multiple projects

Elena Learhinan November 29, 2023

I am trying to use a form from one project for customers to select a drop down menu to then filter task to a specific internal projects for the team to be able to manage specific queues depending on the service required. 

can i do this? how do i do this

 

sincerely, a jira newbie 

1 answer

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Joseph Chung Yin
Community Champion
November 29, 2023

@Elena Learhinan -

Welcome to the community.  You can create automation rule (global for multiple projects) where an issue is created in one project, the rule will be triggered where it will execute the action to create issue in your other projects based on the dropdown menu setup in the FORM configuration.

One key thing that you need to know is that the dropdown menu element used in your FORM must be mapped to an issue's field for your project where the initial issue is created.  The dropdown menu cannot be a FORM's element only.

Here is a reference link on what Automation for Jira (it is part of JSM by Atlassian free) - https://support.atlassian.com/cloud-automation/docs/jira-cloud-automation/

Hope this helps.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Technology Applications Team

Viasat Inc.

Elena Learhinan December 6, 2023

Thank you for your response Joseph

how do I map the drop down menu in my FORM to multiple projects? finding trouble in finding the right instructions to set this up 

Joseph Chung Yin
Community Champion
December 6, 2023

@Elena Learhinan -

What do you mean by mapping the dropdown menu in your FORM to multiple projects?  Are you referring to the custom field your element is currently mapped to against your issue? 

Please advise.

Best, Joseph

Elena Learhinan December 6, 2023

so i have one project visible to customers - and i want to receive all tasks through this one project. I have multiple projects on the back end that the team only sees. From the first project id like the form used for customers to fill out to filter depending on what they choose from one drop down menu into other projects so that the team dont have to manually go through the customer project and move tasks to the correct project for them to work through 

 

does this make sense? :/ 

Joseph Chung Yin
Community Champion
December 6, 2023

@Elena Learhinan -

Thanks for your update.  In my original suggestions on how to achieve it by creating Automation rule using Automation for JIra to create issues in other projects when an issue is created in your primary project in my original response.  See extraction bleow....

 

"@Elena Learhinan -

Welcome to the community.  You can create automation rule (global for multiple projects) where an issue is created in one project, the rule will be triggered where it will execute the action to create issue in your other projects based on the dropdown menu setup in the FORM configuration.

One key thing that you need to know is that the dropdown menu element used in your FORM must be mapped to an issue's field for your project where the initial issue is created.  The dropdown menu cannot be a FORM's element only.

Here is a reference link on what Automation for Jira (it is part of JSM by Atlassian free) - https://support.atlassian.com/cloud-automation/docs/jira-cloud-automation/ "

Hope this helps.  Let me know if you need further assistance.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Technology Applications Team

Viasat Inc.

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