Creating Idea from JSM Project

Question

Hi, after our product team reviews requests from their JSM project, based on a status, we trigger an automation to create an Idea in their JPD project.

What works?

It creates the JPD successfully

Fields like Summary and Description are being added correctly in the JPD item

What doesn't work?

Unable to sent custom field values to the JPD field which has the same exact name - why is this?

My Issue?

We want to give our customers a friend form,  hence we are using JSM (as it was suggested in other posts) and then create an JPD Idea from the JSM request with relevant field information. This doesn't seem to work well. How can I resolve this? Any ideas?

Omer Meshar_0f60qw · Answer

@Meytal BM regarding variable - one of the actions you can use is to create a variable, that can be used later on in the rule. This can help you save some information from one issue, for example, and use it on another issue.

Meytal BM_tgpmuh · Answer

@Omer Meshar  so far it seems to work. I just tested it out. Gonna continue here and see if it works for all the fields. thanks again!

Meytal BM_tgpmuh · Answer

hi @Ome  thanks for the feedback.

Regarding the creating a variable, not sure what you mean by that, can u give me an example?

I will do some testing tomorrow and update you. thanks