How to copy the contents of the Description field from an issue in another project

Question

Our projects are both company-managed.

I have admin privileges in Project2 (P2), including automation privileges.

I have read/write access in Project1 (P1).

There is automation in P1 that automatically creates work items in P2 when a specific label is added to a work item in P1. However, that automation does not bring the description field over from P1 to P2. So, we have blank descriptions.

The P1 work item and P2 work items are linked as "relates to" by the automation in P1.

I want to create automation in P2:

When "Work Item Created" and the Reporter is Jira Updater, copy the contents of the Description field from the P1 work item to the newly created P2 work item.

Trudy P Claspill · Answer

Hello @Pete Robbins

It is not necessary to create a separate Automation Rule.

Instead edit the Automation Rule in P1 that is creating the issue in P2.

In the Create Work Item action you can set the Description field content that you want in the new issue.

If the Description field is not already one of the fields being set in the Create action you can add it to the action by clicking on the Choose fields to set buttin, searching for and selecting the field.

Pete Robbins_dfsou2 · Answer

Here's a screenshot from the rule builder:

Walter Buggenhout · Answer

Hi @Pete Robbins,

For questions about automation rules, context is important. Please share screenshots of the full automation rule you already have, so we can see what you have already accomplished and can give you proper advice on where you could improve.