Automatically update date fields between team-managed (Discovery) project and company-managed projec

Jake Forsland

Hi,

I am looking to create automation that will update the start and end dates of an initiative in a company-managed project when certain corresponding date fields are updated on the Idea issue in a separate Jira Discovery project. 

Unfortunately, when creating the automation, the date field(s) I need from the Jira Discovery project don't show as options to populate the date field in the other project. (See screenshot)

(In my example, the date field that triggers the update is "Execution Start" from the team-managed Jira Discovery project; but I can't use that field's value to populate the "Start date" field over in the Jira Software project.)

I am guessing this is because the field in Jira Discovery is not a standard field, and is lost in the mess of team-managed fields. 

Any advice?

Walter Buggenhout

Hi @Jake Forsland,

You are right about the root cause of the problem being the different configuration of fields in team managed vs company managed projects.

While I don't have a test instance up and running to quickly test myself, I would suspect that you could use smart values to fetch and copy the data across. This support article may help you find how you can reference the fields from your source issue as a smart value.  

The common syntax when setting the value of the target fields in a case like this, will most likely look like this:

{{triggerIssue.Start date}}

(assuming that Start date is the name of the field you want to refer to)

Hope this helps!