Setting up automation rules

Victoria Vlad

I am still new to Jira. I created a service project company-managed board that uses a form linked to Jira Help Center (we wanted anyone in our company to be able to submit requests without having full access to our Jira site & I was told this was the only way to achieve this).

I also created a software project company-managed board because we want to track/work the submitted requests under a Kanban board.

I was told in order to see the submitted requests in the kanban board, I would have to create an automation rule in the service project saying that any issues received should be copied or cloned (not sure) in the software project but nothing I try seems to work. Can anyone please give me some step-by-step instructions to follow? 

Trudy P Claspill

Hello @Victoria Vlad 

What have you tried? Where exactly are you struggling?

To start, go to your Service project, select Project Settings, then select Automation. This should get you to the page where you can create new Automation rules and see existing rules for that project.

Click the Create New Rule button.

For the Trigger, select Issue Created.

Next add a new Action and select Clone Issue for the action.

In the Clone Issue action, select the project where you want to create the copy of the issue, and select the issue type you want to use within that project.

You will need to select the fields you want to set in the new issue you are creating, and specify where the field gets it data from the fields in the source issues. 

 

That's the basics, if all you want to do is make a copy of the issue from the Service project into the Software project.

 

There may be other things to consider like do you want to copy every Service request, or do you want to make all the clones the same issue type regardless of the type of service request.

 

If you want to keep data synchronized between the issues, like issue status or copying comments, that will take additional rules.