Copying fields from a Story Issue Type into a linked X Ray Test Issue Type

Question

I am trying to have fields copied from a Story Issue Type into an X Ray Issue Type when I create a Linked Issue. I create the Linked Issue by clicking on the Plus Sign then clicking on + Create Linked issue. 
My latest automation rule looks like this:

But honestly, I am up to my 27th attempt to get this work.

Ste Wright · Answer

Hi @Julie Spokus

Just in case you didn't find a resolution, this should work:

* Trigger: Issue Linked* Link Types = tests

* Action: Edit Issue* Field = Business Channel* Value = COPY from Destination Issue

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A few notes on this rule:

* When using Issue Linked as a trigger...* Automation reads the situation as this: If ISSUE-A is blocked by ISSUE-B, this rule will execute on ISSUE-B
* So ISSUE-A is the "trigger Issue", and ISSUE-B is where the Action would natively be executed without a Branch.
* In your scenario, the Story (ISSUE-A) "is tested by" the Xray Test (ISSUE-B) - so no Branch is needed.

* I've assumed that Business Channel is a shared field on both screens - so you can use the COPY FROM function in the Edit Issue Action - to access this...* Add the Business Channel field to the Action
* Select the 3-dots icon to the right of the field box
* Choose COPY from the dropdown menu
* Click on the Copy button (appears in place of field box)
* Set Field to copy value from to Destination Issue

* If the Business Channel fields are different between the two Issue Types, or the value changes, you could set a different value using the other options in the Edit Issue Action instead.

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Let us know if this helps!

Ste