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Automation

Ayush Lawania

Hey,

I have created a work management project for HR where we capture details of employees in issue view, I am looking for an automation where I want to pre fill those data to another IT service project form and submit it, and it has to be done when the issue transition to "submit to IT" status, help me with the solution or any work around.

Thanks in advance

Accepted answers

All comments

Valerie Knapp_dpp5c6

Hi @Ayush Lawania , thanks for your question.

Please take a look at the Automation library. Here is a rule I think could help you get started - Jira automation template library | Atlassian

You would want, instead of a manual trigger, for the rule to be triggered on a transition, but otherwise the structure is already there for you to test and adjust.

Hope this helps.

Cheers

Ayush Lawania

Hey, thanks for the response.

But am not looking to copy the issue directly to another project, instead i want to pre fill the data in the portal form used by the IT project

John Funk

Hi Ayush,

You cannot pre-fill data on a form dynamically. You can have the form present a set default value, or you can use conditional sections of the form to change the values based on answers to previous questions.

But you can't have a rule that fires and then pre-fills data. It can only create new issues or clone them.

Valerie Knapp_dpp5c6

HI @Ayush Lawania , as @John Funk says, I was trying to suggest a workaround for what you are asking where you could clone a ticket from one project, at a certain transition, into another project, copying / populating the data already collected in the JSM ticket.

Ayush Lawania

@Valerie Knapp @John Funk I tried creating the clone in another project but somehow only summary is getting cloned there and its is not getting assigned to a particular request type and all the fields are not visible, suggest me a way to achieve this.

Thanks

John Funk

So what do you mean by you are not able to clone it? Is there an error? Does it not run?

Please include a screenshot of the audit log for when you run the rule.

Ayush Lawania

Nope am not getting any error, its just when ai clone the issue, it just include the summary of that issue and not other details, kindly see the rule details in below screenshot.

John Funk

We need to see a screenshot of the audit log for the rule also.

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