Manual Trigger: Create new issue in another project, and set the Reporter to trigger initiator.

Question

Hello, I have an automation that I would like to create between two projects:

Projects 1 & 2: Parent/Child hierarchy

Manual Trigger: Any user in our account can run the trigger and the manual trigger will show for CHILD issues only in Project 1.

Then: Create a new

Once the manual trigger is initiated in the Project 1's child issue, it will create a CHILD issue in Project 2.

Problem

I need the child issue from Project 2 to have the Reporter be the user who initiated the manual trigger, instead of the Automation for Jira that it currently shows.

I read other post to use {{initiator.name}} but when I add the Reporter field it only lets me set a user or copy the user from the original issue. I also saw to change the Actor of the Manual trigger but it only gives me the option to select myself or Automation for Jira.

Bonus

Since I am creating a CHILD issue in Project 2, I would like the automation to link its corresponding Parent issue in Project 2. Would I need to create that automation in Project 2 or add it to the automation in Project 1? My assumption is that linking the Parent issue (with conditions of course) would need to be created in Project 2.

Bill Sheboy · Answer

I am glad to learn that helped!  For your bonus question...

Rules have scope: single-project, multiple-project, and global:

* Single-project scope rules can create (or clone) issues into other projects, but not access them in any other way.  That is, their fields cannot be "seen" nor edited.
* Multiple-project and global scope rules can access issues in the respective projects for their scope

Without seeing your entire rule for context, the answer to the question is the rule will need sufficient scope to perform the linking because links change both issues.

If you show your entire rule in a single image, and the audit log details showing the execution, those will help clarify what is needed.

Mireya Cintora · Answer

Oh thank you! It worked! Any advice for the bonus question?

Bill Sheboy · Answer

Hi @Mireya Cintora

You may select the Reporter field in the Create Issue action (recently renamed to Create Work Item).

When you do that, type {{initiator.accountId}} in the field, and when it appears below the field, select it for use.

Kind regards,
Bill