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Transition Idea status based on linked Delivery issue status

Boris Ahrendt_uxl6c1

Hi all,

I'm trying to set up basic global automation rule, to adjust the JPD idea Status to "Done" when a linked Jira work ticket is transitioned to "Done" status there.

I've based the rule on the JPD demo vid HERE and have validated those steps in several other community posts. However, I just can't get this to work. image (3).png

image (1).png

Has anyone else managed this?

Thanks

Accepted answers

Bill Sheboy

Hi @Boris Ahrendt -- Welcome to the Atlassian Community!

For a question like this, context of your specific rule is important for the community to help. Please post the following:

an image of your complete automation rule in a single image for continuity
images of any relevant actions / conditions / branches
an image of the audit log details showing the rule execution
explain what is not working as expected and why you believe that to be the case

Thanks!

Kind regards,
Bill

All comments

Bill Sheboy

Hi @Boris Ahrendt -- Welcome to the Atlassian Community!

For a question like this, context of your specific rule is important for the community to help. Please post the following:

an image of your complete automation rule in a single image for continuity
images of any relevant actions / conditions / branches
an image of the audit log details showing the rule execution
explain what is not working as expected and why you believe that to be the case

Thanks!

Kind regards,
Bill

Boris Ahrendt_uxl6c1

Sorry - I've now added the images.

What I expected having added this global rule: when the Jira work item status changes to Done, that this would trigger the linked Idea to status Done as well. (Please disregard the "Delivery" in the image - we were playing around to see if it would work with other statuses.)

Instead, Idea status remains same as prior to the automation running.

Bill Sheboy

Who is the rule actor in the details at the top: the default of Automation for Jira or someone else?

I believe only users with JPD permissions to modify Ideas can perform the transition (e.g., a person with Creator role). If it is the default user, please try changing it to someone with permissions to update Idea and re-test.

Boris Ahrendt_uxl6c1

The actor for the both the Jira change as well as the the JPD side is project admin (or Creator). So don't think it could be permissions in this case?

saqib abbas_gnti4t

You’re on the right track—this should work. Double-check that the rule has global scope, that the issue link type matches what JPD uses, and that the “Done” status values in Jira and JPD are mapped correctly. Sometimes it’s just a mismatch in status names or link configuration.

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