automate the creation of a task in a separate project when a sev 1/2 issues is resolved

Bob Sochacki

I would like to automate the creation of a task in a separate project based on the following criteria

When a severity 1 or severity 2 issues is marked resolved, have a task created and linked to the incident/issue and transfer fields.  The project that the new task is created would have additional fields.

Is this possible?

I don't have admin access to Jira to test.  I have experience with Jira at a different company and never applied this specific use case. 

 

 

 

 

Petter Gonçalves

Hello @Bob Sochacki

Welcome to the Atlassian Community!

In Jira Cloud, we have recently acquired a new functionally (From Codebarrel) that you can use to automatically create a new linked task when your Sev1 issues reach its final status, also selecting the project and fields that should be set in the newly created task.

P.S: To create an automation rule that applies/considers multiple project conditions, you must be a site-administration.

These would be the steps:

1 - Logged as a site-admin, navigate to Jira Settings > system > Automation Rules > Click to create a new Global rule

P.S: If the trigger of the automation should consider sev1 issues from only one project, you can add a Project rule instead of Global, by navigating to project settings > Project automation.

2 - Create the rule displayed below, properly configuring the following:

- As the Trigger, add the transition (Done) that will trigger the automation

- In the If condition, add the projects where the automation will be considered and the severity that the trigger issue should have (Sev 1).

P.S: Ignore the first condition if you are using a project rule.

- in the action parameter, add the fields and the values that should be filled in the new issue created (Project, links, etc):

 

3 - Click to enable the automation rule

Let us know if you have any questions.