Dashboard including info from linked issues

[Tom]

Background:

We have two projects. We'll call them:

• MainAgile
• UserRequests

What I'm trying to do is set up a dashboard that tracks user requests and shows the linked issues from the MainAgile including the Fixversion or release name of when it is slated to be completed.

UserRequests Dashboard:

So the list of fields I'd like to appear in a filter gadget would be:

• Name                 Source
• Key                     UserRequests
• Summary            UserRequests
• LinkedIssue         Linked Story or Bug from MainAgile

So far, so good.  But then we want to add this:

• FixVersion           From linked issue from MainAgile

We'd really like to include the FixVersion from the Linked Issue so that users can see when to expect delivery.  We'd like to avoid manually posting the Fixversion to a field in the UserRequests project.  Options with using Post functions to try and keep them in sync seem messy as the Fixversion might change without a Status/Workflow change occurring.

If it helps, we have Scriptrunner and RIch Filters. but I've had no success yet accomplishing this with those tools.

Thanks in advance for any insights or suggestions!

[Petter Gonçalves]

Hello @Tom

Thank you for reaching out.

You can configure an automation rule to copy the version to the issue in "UserRequests" when it gets linked to the issue in "MainAgile", configuring another rule to update that value when the version is updated in MainAgile.

These would be the steps:

1. Navigate to any project > Project Settings > Automation > In the top-right corner, click on Global Rules
2. Create two rules to properly copy and update the version value when the issue is linked and when the version is updated.
   P.S: In the examples below, consider "MainAgile" to be "test kanban" and "UserRequests" to be "Scrum". Also, the link used is "Block".
3. The rule to copy the version when the issue gets linked:
   
4. The rule to update the linked issue when the version is updated:
   

P.S: If you want the version to be copied to a custom field instead of the fix version field in the "UserRequest" issues, you can use smart values to properly map those fields in the automation rule. You can refer to the documentation below:

Find the smart value for a field 

Let us know if you have any questions.

[Tom]

Thank you, Petter!  We'll take a look at this.