Create
cancel
Showing results for 
Search instead for 
Did you mean: 
Sign up Log in
Celebration

Earn badges and make progress

You're on your way to the next level! Join the Kudos program to earn points and save your progress.

Deleted user Avatar
Deleted user

Level 1: Seed

25 / 150 points

Next: Root

Avatar

1 badge earned

Collect

Participate in fun challenges

Challenges come and go, but your rewards stay with you. Do more to earn more!

Challenges
Coins

Gift kudos to your peers

What goes around comes around! Share the love by gifting kudos to your peers.

Recognition
Ribbon

Rise up in the ranks

Keep earning points to reach the top of the leaderboard. It resets every quarter so you always have a chance!

Leaderboard

Needs some guidance with Automation - Service desk to project

Hi All, 

Racked my brain trying to figure this one out, but to no avail. Thought I'd come to the experts to try and help me out.

 

I have a Service Project that I am successfully able to clone an issue and send it to a "Project" AKA our Pipeline. 

We are also using this Pipeline for more Project Management type of projects, so we have Advanced Roadmaps and have created our own Initiative type called Project, with Milestones being underneath that. 

What I would like to do is create an automation for one of these situations:

1. If a new "Initiative" is created in this pipeline, Create Milestones as children under that Initiative, these would have specific names based off of the Initiative. (Kickoff/Plan {{issue.summary}} , ETC)

2. Since I am Cloning the issue I thought that perhaps when an issue is moved from that service desk project to this Pipeline, then create new milestones under that (but I realize there is no way for it to know what randomly named parent is). 

3. I also watched some videos where they had If the issue matches JQL (type = project), then create a new milestone in the same project. However that doesn't work for me either. 

 

I have tried from simple to complicated, so hopefully you all can help me out. I am willing to try anything or reference any source material to try and get this to work. 

 

 

 

 

snip 1.pngsnip 2.pngsnip 3.png

 

 

1 answer

1 accepted

0 votes
Answer accepted
Eric
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
May 23, 2022

Hi @Joshua Hill 

 

The first one is really close actually! Just missing the bit to link up Milestone to Project. To do this, you need to click in on "More options" and specify the relationship in the "Additional fields" section. See below:

set-parent-link.png

Hope that helps.

 

 

Eric

thanks Eric, I'll give that a shot today!

hey @Eric ,

 

getting an error in the automation. any suggestions here are greatly appreciated!

 

Create issue
Error creating issue
Epic Name is required. (customfield_10011)

Eric
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
May 23, 2022

Hi @Joshua Hill 

 

Are you creating an issue of type Epic somewhere? (Sorry, not obvious from your previous screenshots - I thought you're creating an issue of type Milestone?).

 

If you are creating an Epic, you need to set the "Epic Name" field in the "Create issue" action.

 

Eric

@Eric 

 

ok that all seems to work when a new project is created, but when i try to transition an issue from service desk with automation to create a new project in the destination project, it wont create all the epics. 

 

So on its own, in the destination project, if i create a project, it will create all my epics with automation. But when I transition an issue into the destination project from another project it does not work. 

 

Any thoughts there? 

Eric
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
May 26, 2022

@Joshua Hill 

 

To confirm my understanding, are you saying your rule is not running when the issue is created by another automation?

 

If so, you need to go your Rule details section and tick "Allow rule trigger".

 

 

Eric

it all works!! thank you so much @Eric  !!

Suggest an answer

Log in or Sign up to answer
TAGS
AUG Leaders

Atlassian Community Events