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Automation to clone issues dependent on Questions in Advanced Form

Brittney Kindred
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November 5, 2024

10 Questions on the form. If a user selects Yes to a question a ticket is cloned into another project for tracking. However, there are 4 questions if answered yes to any one or multiple of them, would need to generate just one ticket in another project, versus 4 separate tickets. How do I create this automation. 

I have tried the else/if scenarios but it is not working as expected. 

Example: Selecting 2 out of the 4 questions as yes it is not generating the ticket in the other project as expected. 

2 answers

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Brittney Kindred
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November 5, 2024

Yes the form questions are linked to Jira fields. 

Audit log, showed as a success when all answers were marked as yes (4of4). However, if only 1 or 2 of the 4 were answered yes, and the other 2 of 4 were no, it would show as No Actions performed. 

Automation attempted:

  • When issue is created
  • If any match:
    • At least one condition matches
      • Question1 = Yes or
      • Question2 = Yes or
      • Question3 = Yes or
      • Question4 = Yes
  • Clone issue into Project A

Not every scenario a user will select yes to all, but I still want one new cloned issue created in project A

Marc - Devoteam
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November 5, 2024

Hi @Brittney Kindred 

A solution to this would to have custom number field, and based on a value set to yes and automation rule will update this field by 1.

Then compare the number field to be greater than "0", then clone the issue. 

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Marc - Devoteam
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November 5, 2024

Hi @Brittney Kindred 

Welcome to the community.

Are the form options linked to Jira fields (selected option is stored on a custom field)?

If yes, can you provide the details and audit log of your automation rule in (both in detail)?

This will help members to see what you are trying to achieve in the automation rule?

 

Marc - Devoteam
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
November 5, 2024

Hi @Brittney Kindred 

A solution to this would to have custom number field, and based on a value set to yes and automation rule will update this field by 1.

Then compare the number field to be greater than "0", then clone the issue. 

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