Jira Automation for transitioning a work item in other space

[CWM]

Hi, 

May I know how to create Jira Automation that can trigger actions (transition, comment, assignment, etc) to a work item in other space.

Example Situation:

• Space 1: MySpace1
  • Work Item: MS1-5
• Space 2: MySPace2
  • Work Item: MS2-10

I would like to have automation for transitioning MS2-10 to a specific status when MS1-5 is transitioning.  Both of these work items are having different workflow.

Thanks for your advice in advance.

[Oleksii Melnyk _MOY Apps_ · Accepted solution]

Hi @CWM ,

Yes, this can be done with Jira Automation, even across different projects and workflows.
The most common approach is to link the issues and use that link in an automation rule.

Example rule:

• Trigger: Issue transitioned (in MySpace1)

• Condition: Status = Done (or the target status)

• Branch: For linked issues (select the link type)

• Action: Transition issue → select the target status in MySpace2

Just make sure:

• the rule is global or includes both projects,

• the automation actor has permissions in both projects,

• the transition is valid in MySpace2’s workflow.

[CWM]

Hi @Oleksii Melnyk _MOY Apps_ 

Thank you!  It works.  

[Trudy Claspill · Accepted solution]

Hello @CWM 

Welcome to the Atlassian community.

Do you want the rule to act on only those two very specific items? Or are you trying to create a more generic rule that is triggered by transitions of items in MS1 and causes transitions of items in MS2?

If you are trying to build a more generic rule, how will you know which item in MS2 will need to be transitioned?

What are the Space types of MS1 and MS2? Click on the ... button next to the Space names in the panel on left and tell us what the bottom two lines in the pop-ups say. We need to know what both lines say; i.e.

Software space
Company-managed

@Marc -Devoteam- 's answer is correct that you will need to create a rule where the Rule Details Scope specifies both Spaces, and that can be done only by a Jira App Admin by going to the gear icon, selecting System, and then Global Automations. The exact structure of the rule depends on the answer to my initial questions above about about whether you actually want a generic rule and how you would identify the MS2 item to change in that case.

[CWM]

Hi @Trudy Claspill ,

I'm actually trying out with cross project automation.  In my question above, I would like it to only act with those two specific projects.

[Trudy Claspill]

Hello @CWM 

You have marked all the Answers as Accepted. Does that mean you have worked out the solution or do you still have question about the solution?

[Marc -Devoteam- · Accepted solution]

Hi @CWM 

Then you would need permissions on both spaces and the automation rule has to be setup in global automation (jira administration permissions required).

If you are only project admin, you can't create rules that cover multiple spaces, or run global.

[CWM]

Thanks @Marc -Devoteam- I'm the Jira Admin.