How to use automation to link 2 issues as one's custom field value contains another's summary

Question

what we have are 2 issue types:po and contract. for po, there's a custom field called related contract, we will extract part of text in related contract. how to use automation to find the actual contract issue and related them? I'm stuck in defining the conditon that fit the search.

Mark Segall · Answer

So does this mean you have the automation working?

Gary Richardson_onadeh · Answer

Thank you. I used JQL for branch rule and set the summary ~ {{issue.related contract}} to link these 2 issues

Mark Segall · Answer

Thank you for the further clarity.  So, the challenge with creating the automation is that you'll need an anchor.  The PO needs some way to identify which issue serves as its contract.

There are two ways we can go about this:

* Let automation handle the creation of the new PO when the Contract hits a certain point in the workflow and populate all necessary fields there on the spot.
* Use the native link capability to link the PO to the Contract.  Automation can trigger off of that link and copy the data from the Contract.