Goal: Have a software project to be used as a Template project and When a certain user is creating a new software project, an automation should run and create several tasks in that new project. I have spend hours arranging this but I am not getting this working. Even creating another type of automation to clone tickets from one project to another is giving me an error message like: " Can not create issue in project/issue type While the same issues type are in both projects.

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Automation incompatibale

Lianne Geerlings_p0ag2k

Goal: Have a software project to be used as a Template project and

When a certain user is creating a new software project, an automation should run and create several tasks in that new project.

I have spend hours arranging this but I am not getting this working.

Schermafbeelding 2024-08-20 om 11.24.07.png

Even creating another type of automation to clone tickets from one project to another is giving me an error message like: "

Can not create issue in project/issue type

While the same issues type are in both projects.

Accepted answers

All comments

shiva kumar Gosul

your condition in automation must be specific users and add their name

Leo Prakash_Alvanium_

Hey @Lianne Geerlings ,

If I'm not wrong you want to check if the user who created is part of PMers group then you want to perform the tasks creation

if so, the condition should "Initiator" or "User who triggered the event" is in so and so group instead of Reporter is in group

Reporter is for Issue object but automation receives project object which doesn't have reporter field.

Hope this gives you some idea

Regards,

Leo

Lianne Geerlings_p0ag2k

Thanks for bringing the idea @Leo Prakash_Alvanium_

Unfortunately if I replace it to " Initatator" the audit log says

" Can't run component as it requires issue(s) in the context. More than likely you have a trigger that doesn't insert issues into the rule chain. e.g. Scheduled rule not running a JQL query. Creating an issue does not put an issue into the context, you have to branch on it to update it."

I am not familiar with using branches, do you?

Lianne Geerlings_p0ag2k

Hello @shiva kumar Gosul unfortunately that does not do the trick

It still gives an error that I am usung incompatible components.

Leo Prakash_Alvanium_

It's quite easy, you can refer below screenshots
in clone component, make sure you pass {{project.id}} variable to clone the tickets to newly created project

Clara Belin-Brosseau_Elevatic

Hello @Lianne Geerlings

If you're seeking for an easier way to automatically create issues from a template project, you can try our app Elements Copy & Sync that allows you to clone and sync a full hierarchy of issues with all their content (summary, description, custom fields, comments, attachments, etc).

Elements Copy & Sync - Copy issue from one project to another.png

You can check our guide here.

The app is for free during 30 days (and it stays free under 10 users).

Lianne Geerlings_p0ag2k

Thanks for the suggestion @Clara Belin-Brosseau_Elements it looks really great, but the pricing after those 30 days is way to much for the number of people who are going to actually use it.

Would be nice if payments could be based on the user role instead of the number of users in the organization ;-)

Lianne Geerlings_p0ag2k

Thanks so much @Leo Prakash_Alvanium_ this start making sense to me and will practice as suggested to see if this would full-fill my needs!

Clara Belin-Brosseau_Elevatic

Yes I understand your point @Lianne Geerlings unfortunately, its not on us but on Atlassian to decide how to calculate the prices.

I hope you'll find the right solution to your task creation problem

Luka Hummel - codefortynine

Hi @Lianne Geerlings,

To simplify copying your template and overcome issues like incompatible components, you might find our app Deep Clone for Jira helpful. It allows you to clone whole projects, issues, including subtasks and their hierarchy.

You can read more how to use Deep Clone to clone your template projects here.

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