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How do I search for linked issues using an automation?

Andre de Castro

Hello, everyone.

I have an automation that creates a new card (B) when I change the status of a card (A), linking the two. This works correctly.
But now, I need the new card (B) to have the same related issues as card (A).
How can I improve this automation so that the related issues from card (A) are copied to card (B)? Thanks for your help

Accepted answers

Trudy P Claspill

Hello @Andre de Castro

Whenever you ask for help with an Automation Rule, it will enable us to help you more effectively if you provide screen images showing the entire rule and the details of each step.

We can't advise you on how to improve a rule when we don't know the components of the rule you're trying to improve.

All comments

Trudy P Claspill

Hello @Andre de Castro

Whenever you ask for help with an Automation Rule, it will enable us to help you more effectively if you provide screen images showing the entire rule and the details of each step.

We can't advise you on how to improve a rule when we don't know the components of the rule you're trying to improve.

Andre de Castro

Hi, Trudy.

This is the automation I'm trying to do and it's not working 100% ok.
As I said before, when card A is transacted from status, card B is being created in another project and both are linked.
Now I need to take the linked issues from card A to card B and that's not working.
The message I get is that no items were found in the search.
Thank you.

Trudy P Claspill

Thank you for that additional information.

Have you verified that the issue that triggered the rule has issues linked to it, using the View All Issues interface?

Are the issues linked to it in the same project as it, or different projects?

What is the Scope for the rule according to the Rule Details page? If the linked issues are in different project you will have to use a Multiple Project Scope rule and identify all the projects in which linked issues might exist. The Lookup Issues action is limited to retrieving issues that are in Projects that are in the Project Scope of the rule.

Andre de Castro

Hi, Trudy

“Have you checked whether the problem that triggered the rule has problems linked to it, using the View all problems interface?”
==> Yes

“Are the issues linked to it in the same project as it or in different projects?”
==> Different projects

“What is the Scope of the rule according to the Rule Details page? If the linked issues are in different projects, you need to use a Multi-Project Scope rule and identify all the projects in which the linked issues may exist. The Search for problems action is limited to retrieving problems that are in projects that are in the scope of the rule's project.”
==> I've now adjusted the rule to global scope. Thanks

Result ==> The target card (B) continues to be created and linked to card A.
The automation now finds the related issues but they still don't appear related to card B. I still don't know how to solve it.

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