Assistance with automation to add custom field values from Epics to Initiatives in Jira Cloud

Question

I need to create an automation that checks a custom multi-select field that is present in both the Epic and the Initiative. The automation needs to work as follows:
If a value is added to the custom field, let's call it customfield_1, it should check if the value is present in the Initiative, and if it's not, it should add it.
I tried creating the automation by copying the field from the Epic to the Initiative, but it doesn't work because there are Epics associated with the Initiative that have different values in that field. The idea behind this is to ensure that the Initiative's field collects all the values from the associated Epics.

I used the component: Edit Issue and in the advanced option, I put the following JSON:

{
"update": {
"customfield_1": [
{
"add": {
"value": "{{issue.fields.customfield_1}}"
}
}
]
}
}

But this way it gives an error: (The value 'Xx, XX' is not valid for customfield_1) and the specified options are valid.

We tried modifying the rule using a lookup table with smart values, but it doesn't work, as it clears the value of the field in the Initiative and replaces it with the value from the Epic that was just linked.

Does anyone have any ideas on how I could achieve this?

Thanks in advance!

Maria Savignano · Answer

Hi @Trudy P Claspill  I'm responding to your questions:

2. The Epic and Initiative are related through generic issue links. We don't have premium subscription.
3. Yes, I want to copy the value of the field "Área de Soporte" from the Epic (the issue that triggered the rule) to the linked Initiative. What would be the correct JSON?
4. Yes, customfield_1 corresponds to the "Área de Soporte" field. It's not actually named customfield_1; I used that name because I couldn't remember the exact field number for "Área de Soporte" at the time of taking the screenshot.

Trudy P Claspill · Answer

Hello @Maria Savignano

Looking at just the second rule image you provided:

Trigger: the value for Responsible Area is changed

Condition: Project = DID

Condition: There are linked incidents present: 
  Types: is part of

Branch: For Linked incidents
  Types: is part of

Edit incident fields

First I would recommend that you might want to add a condition after the trigger to check that the rule has been triggered by the value being changed in an Epic type of issue.

Second, are the Epic and the Initiative related through generic issue linking, or is the Epic a child issue of the Initiative? The way the rule is written it is looking at the generic issue link type of relationship rather than the parent/child relationship that is available with the Premium subscription if you have extended the Issue Type Hierarchy.

Third, in the JSON code are you trying to update the linked issues with data from the issue that triggered the rule? If so then the code is definitely incorrect.

And finally, I need clarification about what you are intending to do. In your JSON you have referenced "customfield_1", but in all other places you have referenced the field "Area Responsable". Is the "Area Responsable" field the one you are trying to update with your JSON code, or is the JSON code for updating a different field?

Maria Savignano · Answer

Hello @Trudy P Claspill

I've tried creating the automation in many ways:

But it doesn't work as I expect :(