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Automation regarding cloning of template

Ayush Lawania

I have a request form to collect data in jira work management project and also I have pre build template in my project for cloning purpose, i need to create an automation in such a way that whenever a request is raised using that form it should clone the appropriate template based on the type of the request raised, how can I achieve that.

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Ste Wright

Hi @Ayush Lawania

You'd need to have a field on the Form which is unique to it - to trigger the Automation rule.

But as JWM Forms are quite simple, it's not as easy to do this as there's no way to make a field mandatory only on a Form, or hidden with a preselected value.

It might be better to use Jira Service Management, as the Forms on that product are more powerful and can do the types of things mentioned above that would allow for this to work.

Ste

Ayush Lawania

If I have a unique field then how can I do that automation? Can you share the automation rule for that

Ste Wright

Hi @Ayush Lawania

It might look something like this:

Trigger: Issue Created
Condition: Issue Fields Condition
- Field = <Unique Field>
- Condition = equals
- Value = Yes
Action: Clone Issue

^ In effect, the rule would check that an issue was created with the unique field flagged as "Yes" this was created from a form, and then clone your issue template to create a new issue.

You don't necessarily need the issue template either - you could build all those parameters into the rule itself and use the Create Issue Action instead, rather than cloning.

Ste

Ayush Lawania

Thanks for the response

John Funk

Hi @Ayush Lawania - Did you ever get this solved?

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