How to clone an issue from 1 project to a board in another project using automation

[Rachitha Raghuram]

Hi I'm new to using automation rules so this might be a silly question. I've created an automation rule that when manually triggered clones an issue from Project A into Project B. That is working fine. However I also want the rule to add the cloned issue in Project B to a specific Team Board in Project B. I'm not sure how to do this. Would appreciate any help. 

[Bill Sheboy · Accepted solution]

Hi @Rachitha Raghuram -- Welcome to the Atlassian Community!

A Jira board is a view of the issues, based on the board's filter.  When you want the cloned issue to appear on a specific backlog / board, set the issue's fields to match the filter.

There are two exceptions to this:

• For a Scrum board, the issue must also be in the active sprint to appear on the board.  Otherwise it will appear in the backlog for the board.
• For a Team-managed project, issues must be explicitly added to the board from the backlog.  Automation rules have a special action to help move such issues to the board: Move Issue.

Kind regards,
Bill

[Rachitha Raghuram]

Hi @Bill Sheboy Thank you so much for your response! That is super helpful. I would ideally like the cloned issue to appear in the Backlog of a specific Scrum Board so that's perfect.

I was wondering which field allows you to pick the specific backlog/board you want? I can't seem to find a field for 'Boards' to set,

Thank you in advance!

Rach

[Bill Sheboy]

There is no field for "board".  Instead the board's saved filter determines what is shown.

For example, let us assume I have two boards for my project with these filters:

• Team Apple's board filter: project = myProject AND Team = Apple ORDER BY Rank ASC
• Team Orange's board filter: project = myProject AND Team = Orange ORDER BY Rank ASC

And so the Team field value decides upon which backlog / board issues display.  If I create an issue with a Team value set to Apple, it will appear on the first one.

What fields determine which board is used for your teams?