I am using Jira Server.
I need to create an automation where I create a ticket in one project, project A.
There will be an opportunity ID # on the ticket (which will a free text field).
I also need a ticket in project B. There are two scenarios:
Is this possible?
I truly appreciate any help or direction!
Hi, may I just check I have your scenario right?
Are you saying you always need a ticket (with the same opportunity ID) in both Projects A and B?
You need to have matching tickets in A and B only when an opportunity ID is present?
Another question. Is one project considered the master (where the content should be created)?
One issue perceive with using a free format field as the unique identifier for automation is; How will this field be controlled? as people can put anything into it. This could lead to automation creating and or linking tickets and creating redundancy, confusion and overhead (to tidy up).
That said, this should be doable with automation. But the free format field as the unique ID at the centre of it.....worries me.
Thank you for the response.
I will always need a ticket with the same opportunity ID in both projects.
I just need a way to recognize if the ticket already exists or not when a new ticket is created in project A, and if it does not exist, create it.
If it does exist, link it to the ticket in project A.
Project A would be considered the master, where the content should always be created.
I'm hesitant to use a free text field as well, but since the opportunity ID numbers can be endless, I unfortunately can't use a context.
Final question; Why the two projects? wouldn't it be easier to run all Opportunities out of one project? Perhaps spread over multiple Boards/Teams/Components.
Anyway, have you tried what Bill suggested over here? Automation for Jira - Automation to link tickets w... (atlassian.com)
Hi all, After many months of work, I am delighted to announce the launch of the Jira Automation Template Library! The Template Library is a new website dedicated to all things Jira au...
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