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I wanted to create a workflow between two projects in JIRA

Yogita Karangula

Hi Team,

I have a requirement where I wanted to create a new workflow between two projects in JIRA.

Requirement

I should be able to create a workflow between Project X and Project Y.
Any user who creates an issue in Project X by selecting Project Y, a notification should trigger to the user in Project Y. (Users in Project X cannot access Project Y and vice versa).
When the issue is resolved and a status is changed to Resolved in Project Y, then a back notification should trigger to Project X to that user who created the issue.

More Information

I know to create a workflow, add that to a workflow scheme and then associate that to different projects. But doing the same steps I could not accomplish my requirement.

Please help with this as soon as possible.

Thank you,

Yogita.

Accepted answers

Cristian Ionescu

Hi Yogita,

In Jira you can associate a workflow to single or multiple projects.

Regarding Workflow between the project i think a better approach is tu used plugins( ex. Automations for jira). This may help you with creating some rules and also send notifications to users.

Cristian Ionescu

Any user who creates an issue in Project X by selecting Project Y, a notification should trigger to the user in Project Y. (Users in Project X cannot access Project Y and vice versa).

Have you fixed this with Remove the person that should not have acces from Customers.

With this Users from X will not see the Y project and you will not more need a message.

2.When the issue is resolved and a status is changed to Resolved in Project Y, then a back notification should trigger to Project X to that user who created the issue -This point is in opposite with 1 (Users in Project X cannot access Project Y and vice versa). why we need to send notifications if the user should not open requests?

All comments

Cristian Ionescu

Hi Yogita,

In Jira you can associate a workflow to single or multiple projects.

Regarding Workflow between the project i think a better approach is tu used plugins( ex. Automations for jira). This may help you with creating some rules and also send notifications to users.

Yogita Karangula

Hi Cristian,

Thank you for your quick response.

Can you please elaborate on Automations for jira plugin that you suggested. What are the different activities that we can do through this plugin.

Cristian Ionescu

1.I should be able to create a workflow between Project X and Project Y.

Project X and Project Y are 2 separte jira Projects?

2.Any user who creates an issue in Project X by selecting Project Y, a notification should trigger to the user in Project Y. (Users in Project X cannot access Project Y and vice versa)

You can manage this from the People list of the two project: Project Settings->People

3.When the issue is resolved and a status is changed to Resolved in Project Y, then a back notification should trigger to Project X to that user who created the issue.

Could you please explain this topics since above you are asking for: Users in Project X cannot access Project Y and vice versa

Yogita Karangula

Actually Project Y is a IT Operations Service Project in my requirement. The user in Project Y will not have access to any projects (may be he can just see the issues coming from all projects where he can resolve them and change the status in his Project Y)

Same thing with the users in Project X. They can create a service request from their own project EX: My system is shutting down multiple times without my notice, need assistance asap.

Once the user in Project X creates the above request he should be selecting Project Y so that the notification goes to Project Y member. But he cannot access the issues that are coming in for Project Y.

Cristian Ionescu

So I understand that you have 2 Service Desks projects with 2 Portals interface?

Yogita Karangula

One is a service desk project Ex: Project Y in my case. The other Project X is a software project from which the initial notification should trigger when there is a help needed from Operations team not always.

Cristian Ionescu

Any user who creates an issue in Project X by selecting Project Y, a notification should trigger to the user in Project Y. (Users in Project X cannot access Project Y and vice versa).

Have you fixed this with Remove the person that should not have acces from Customers.

With this Users from X will not see the Y project and you will not more need a message.

Yogita Karangula

Yes, now project X cannot access project Y.

why we need to send notifications if the user should not open requests? - This is because my project is a service project where resources in this service project are only dedicated to fix the problems on network/system/any hardware or software problems those were raised by all the employees who are working in the company (obviously assigned to different projects).

I also noted an example for you above - EX: My system is shutting down multiple times without my notice, need assistance asap

If the problems like these an employee creates from his project, then the resource in the Service Project should be able to resolve this problem asap and change the status of the issue as DONE. Immediately the Bug that was created from the other project also should be changed to DONE and reporter should be notified on that. After seeing this notification, the reporter starts working with his system without any issues.

I think I noted it clear now.....

Cristian Ionescu

A Service Desk project is used with the portal to help Customers. In your case you can put all employees as Customers in your Service Desk. Why you are not using the Service Desk like this? I ask you beacause i cannot find the logic to have a Service Desk project and not to use it at full capabilities.

The Customers licenses is free you can have 8000 Customers but you will pay only the license per Agents.

Yogita Karangula

Good Morning Cristian,

Thanks for your suggestion!

Where do I find the Service Desk Project? Can you guide me on this!

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