How to use automation to copy a field between different projects (including JPD) ?

Question

Hi,

We have 3 different projects that I would like to create automation for fields for them and need some help here.

I am using 3 different projects

1. JPD - Jira Product Discovery

2. Software - this project is dedicated for the dev team to manage their sprints

3. Design team - the design team would need to have their project to manage their work

I am trying to create some automation once the design team adds a figma to a specific epic/task/story, the same will automatically appear in a dedicated field in JPD and the software project.

Any advice on how to handle this situation? or an even better way to configure our team projects would also be great.

Thanks

Bill Sheboy · Answer

Hi @Ofir Kalo -- Welcome to the Atlassian Community!

That is likely possible, based upon the types of fields.  Some fields from marketplace addons are dynamic, and so cannot be directly copied with automation rules.

One key thing for your scenario is scope: a rule in a project can only update issues in that single project.  Thus your rule will need to be either global or multi-project in scope, and rules with that type of scope must be created by a Jira Admin.  Please talk to your admin for help with that.

To get you started on creating your rule, please refer to these documentation and example sources:

* https://www.atlassian.com/software/jira/guides/automation/overview#what-is-automation
* https://www.atlassian.com/software/jira/automation-template-library#/rule-list?systemLabelId=all&page=1&pageSize=20&sortKey=name&sortOrder=ASC
* https://support.atlassian.com/cloud-automation/docs/jira-smart-values-issues/

If you run into challenges creating and using your rule, please post images of your complete rule, specifics of the trigger / actions / conditions / branches, an image of the audit log details, and explain what is not working as you expect.

Kind regards,
Bill

hagop hadji akian · Answer

Hello,
To create automation for copying a field between different projects, including Jira Product Discovery (JPD), you can use Jira's built-in automation feature or third-party tools like Zapier or Integromat.

Identify the fields you want to copy:
Determine which fields you want to copy from the design team's project to JPD and the software project.

Create a custom field in JPD: If the field you want to copy doesn't exist in JPD, create a custom field to store the information.

Set up automation in Jira: Jira allows you to create automation rules that trigger actions when specific conditions are met. To set up automation, follow these steps:

* Go to your Jira project settings.
* Click on "Automation" and then "Create rule".
* Choose the trigger event that will initiate the automation, such as adding a Figma to a specific epic/task/story.
* Add a condition to filter the trigger event, if necessary.
* Add an action to copy the field from the design team's project to the custom field in JPD.
* Add another action to copy the field from the custom field in JPD to the software project.
* Save the automation rule.

Test the automation: Test the automation to ensure it works as expected