Automation for Delivery Issues

Question

Is there a way to set up and trigger automations between the Discovery project and an Engineering project?

As we work/triage ideas, they reach a point where we are ready to create a Delivery ticket as an Epic or Story in the Engineering project. We use some automation in the Engineering project, but it would be nice to create cross-project automation to make our workflows smoother. It would also help us add the level of detail and assign work to the appropriate team boards in the Engineering project.

Tanguy Crusson · Answer

@Richard Muffler there are examples for how to do that, you'll find them in the FAQ: https://community.atlassian.com/t5/Jira-Product-Discovery-articles/Frequently-asked-questions-about-the-product-how-do-I/ba-p/2002378

Search for "automation" in there

Bill Sheboy · Answer

Hi @Richard Muffler

Yes, and...to Mikael's answer:

This is fairly easy for just the issue create scenario.  However if you want to do more between JPD and the other projects after the issues have been created, you would probably need a global or multi-project scope rule to access the issues.

There are limits on the number of global and multi-project rule executions per month, based on Jira licensing level.  Please consider this and talk to your Jira admin for more details about these limits.

Kind regards,
Bill

Mikael Sandberg · Answer

Yes, this is possible. All you need to do is create an automation in the JPD project that triggers on, lets say, when you move the idea to Ready for development. Then in the rule just add a component that creates the epic or story in the engineering project with the appropriate information and link it to the idea.