How to copy the value of a custom field to a new issue with automation?

Javier Peraita

Hello, we have a question when creating an automation.
We have two request types: X and Y. Normally the request type X is created a few weeks before the Y. Both requests have a field called "Launch ID" that is filled by the requester and another one called "Final ID".
This "Final ID" field is left blank at the beginning and is filled in the request X when it progresses through the workflow.
What we are trying to do is: when a request Y is created (it is created after X), I want it to look for a request X with the same "Launch ID", and if it finds it I want to link them and take the "Final ID" field from X and copy it to the "Final ID" of Y (the one that was just created).
We have it set up to the point of looking for a request X with the same Launch ID and linking them. But we can't get the value of the other Final ID field. Could you help us?
Thank you very much!

Rudy Holtkamp

Hi @Javier Peraita ,

You can create the following rule:

Trigger: issue created

Issue fields condition: Request Type equals Request Y

Lookup issues: "Request Type" = "Request X" and "Launch ID" = {{triggerissue.fields.Launch ID}}

{{smart values}} condition: {{lookupIssues.size}} equals 1

Edit issue: Final ID = {{lookupIssues.first.fields.Launch ID}}

Branch rule / related issues: JQL => "Request Type" = "Request X" and "Launch ID" = {{triggerissue.fields.Launch ID}}

Link issues: relates to {{triggerissue.key}}

 

This should do it.

Good luck,

Rudy