Help to configure a global automation

[Adrian Moreno Vargas]

Dear all,

Please I need your help to set a global automation, I´m several days trying but I cannot find a solution.

I have two projects: P1 and P2

Whenever a P1 ticket is linked to a P2 ticket, the name/text in "Organization" field in P1 must be automatically added as "Label" field in P2

Thanks

[Rik de Valk _Brainboss_]

Hi @Adrian Moreno Vargas , 

As already mentioned here, we might need a bit more information to help you with this. 

But making some assumptions, this might help you. Let's assume you are using Jira Service Management and the field you refer to is the Organizations field which represents the Customer's organization. 

If that is the case, you will need to use a Smart Value to extract the Name of the Organization. In addition, you will need to remove any spaces from the Organization name, since labels cannot contain any spaces. 

Following these requirements, this will be your smart value: 

{{issue.Organizations.name.replace(" ","_")}}

So in your automation you will have something like this: 

• Trigger: Work Item Linked
• Condition 1: Work Item Fields Condition
  • Field: Project
  • Condition: equals
  • Value: Project 1
  • Condition IF/ELSE Block
• Branch FOR EACH
  • Linked work items
• Then: Action Edit issue
  • Fields: labels
  • Seleect 'Add / Remove' labels
  • In the Add, use the smart value {{issue.Organizations.name.replace(" ","_")}}

Hope that helps. 

Have a nice day, 

Rik 

[Adrian Moreno Vargas]

Hi Rick,

Your scheme is pretty similar to mine:

1. Trigger: When value chnges for "Organizations"

1) Condition: Project equals to P1

2) Condition: Linked work item present Types: All link types

2. Branch:

1) For Linked work items 

Types: all link types

2) Condition: Project equales to P2

3) Action: Edit work item fields: "Labels": {{triggerIssue.Organization.toLowerCase()}}

I have also tried with: {{triggerIssue.Organization}}

I will also try to apply your recommendations to see if I make it work

Thanks a lot for your help

[Trudy Claspill]

Hello @Adrian Moreno Vargas 

I like to use the Log action in rules to print smart values into the Audit Log when the rule executes. That way I know what value the rule is getting from those smart values. Example

One think I notice is that in your information you said you are using "Organization" in the smart value, where @Rik de Valk _Brainboss_ is using "Organizations". If you don't use the correct field name then your rule cannot get the value, and it will not tell you that your field name is not correct.

The other thing to note is that Organizations if a field that stores multiple attributes such as id and name. As Rik showed you may need to reference the .name attribute specifically to get the name vs. the id number for the value.

[Artem Taranenko]

Without seeing your automation, the following should work:
trigger on  'Work item linked'

add first condition to be either field based on jql based: project = P1

add second condition for linked work items of all link types that match jql: project = P2

add THEN step: create variable (orgname). specify smartfield corresponding to your Organization field

add branch for Linked work items - all link types

add THEN step into the branch: Edit work items field. Select 'Labels' field with SET condition and in Additional Fields specify the code below

{
"update": {
"labels": [
{ "add": "{{orgname}}" }
]
}
}

good luck 

[Adrian Moreno Vargas]

Hi Artem,

My last version of the global automation is:

1. Trigger: When value chnges for "Organizations"

1) Condition: Project equals to P1

2) Condition: Linked work item present Types: All link types

2. Branch:

1) For Linked work items 

Types: all link types

2) Condition: Project equales to P2

3) Action: Edit work item fields: "Labels": {{triggerIssue.Organization.toLowerCase()}}

I have also tried with: {{triggerIssue.Organization}}

I will try to apply your modifications and see if it works.

Thanks a lot for your help

[Artem Taranenko]

I think you definitely need to store org from P1 as a variable

the syntax of the Additional Fields instruction might need some modification

Project = P2 condition probably makes more sense on the branch than where I've placed it on the trigger

try adding the variable creation step only into your automation and replace Edit Work item step to apply the variable using JSON via Additional Fields

[Varsha Joshi]

I do not think something like this can be achieved using automation. Extracting a field name and use as a label. But am curious to see if something like this can be done. 

[Adrian Moreno Vargas]

Hi Varsha,

I have tried everything, many different oprions by myself, with IA support, some old colleagues also try to help me but I still do not get possitiv results, this is my last option to make it.

Thanks

[John Funk]

Hi Adrian - Welcome to the Atlassian Community!

Please post a screenshot of your rule and let us know exactly where the rule is failing. 

[Trudy Claspill]

Hello @Adrian Moreno Vargas 

In addition to the information @John Funk requested, please tell us the types of projects/spaces for P1 and P2. Are they Software, Service, or Business projects/spaces? Are they Company Managed or Team Managed?

You can get that information from the Type column on the page that lists all the projects/spaces.

[Adrian Moreno Vargas]

Hi Trudy,

P1 is a Service management

P2 is a Company-Managed software

Thanks a lot for your help