How can I create a new issue using automation without overwriting the summary and description

[Alfons Mientjes]

Hi everyone, I have a question and I hope someone can help me.

Need:
I want to automatically create a new issue from an existing action in project A from a transition to Project B. Next, I want the issues to be linked together and for the summary and description to be copied from the issue screen that pops up when I open the issue from project A drag to the desired status.

I've come a long way but the problem I keep running into and can't solve is that the summary and description of the source issue is overwritten when creating a new issue. I do not want that.

I want A that the source information from the issue remains unchanged and that the newly automated takes over the data from the values I enter in the transition schema.

Below are the current settings:

Step 1: When moving the test issue column "bespreken" to column "Actie voor Denkgroep" then the transition schema pops up.

Step 2: When I edit the summary and description in the transition schema, I want those values to be copied into the newly created issue and not that the summary and description are overwritten within the source issue. se screenshot below. The new issue is created and linked. That's OK.

Automation rules settings:

[Fabian Lim]

Hi @Alfons Mientjes

You are very close to achieving what you need. The issue is that the transitions screens affect the current issue, so you need to create new dummy custom fields.  One called new summary and new description.  Then using the smart values you need to copy {{trigger issue.customfield_xxx}} into the create rule to replace the summary and description accordingly.  

This way the original issue doesn't change.  

I hope this makes sense.

[Alfons Mientjes]

Hi @Fabian Lim 

Thank you so much for your response and I'll get right on it. I have created a customfield for both the Description and Summary and added it to the issue schema. However, I run into the following problems.

The Summary and Description fields are system fields. I can still deselect the description field, but he really needs the summary field. That is required. It seems that there is little point in making a dummy for that.

In addition, the creation screen of the new issue does not use those dummy fields that I use in the transition schema. Then it gives the following error message.

Shouldn't I look for my solution in using a new branch? Any idea?

[Fabian Lim]

Hi @Alfons Mientjes

@Take a look at this video on how you can create and link projects at creation. You just need to changed it to a transition trigger. Link: https://youtu.be/5Xs8cnDIFB

Regarding the transition schema, no need to add the to you issue schema. Ensure that both projects have access to the context so that they can be called.

Then in the create rule you select the summary field and put the smart value {{triggerIssue.customfield_newsummarycustomfied_number}}

For the description field {{triggerIssue.customfielf_newdescriptioncustomfield_number}}

[Alfons Mientjes]

@Fabian Lim  thank you i will look at it. Youtube link does not work?