Product demo: Automation for Delivery 🤖

[#1]

Hi everyone 👋🏽

While Jira Product Discovery doesn't have specific automation templates yet, it is possible to automate some actions in the delivery panel 🤖 Implementing these rules will reduce manual work between Ideas and Epics: 

Copy Description from Idea to Epic ✍🏼

Watch the demo video 

Detail of the rule:

Single project automation in a Software project

When: Issue linked > Link Type "Polaris issue link"

Condition: Issue field Condition > Issue type = Epic

Then: Edit issue > Field to set "Description" > ... Copy from "Destination Issue"

Transition an Idea to Done when the Epic is Done 🚀

When 1 Idea is linked to 1 Epic 

Watch the demo video 

Detail of the rule: 

Global automation from the Software project

When: Issue transitionned > To Status > Done

Branch rule / related issues: Linked issues > Implements

Then: Transition issue > Destination status = Done

When 1 Idea is linked to 2 or more Epics

🟡 When an Idea is linked to 2 or more Epics, you need to link the epics together with the link type "Relates to"

Detail of the rule: 

Global automation from the Software project

When: Issue transitionned > To Status > Done

Condition: Issue matches JQL: issuelinktype != empty AND issuetype = Epic 
AND Linked issue match > Type: relates to > Match: StatusCategory = "Done"

Branch rule / related issues: Linked issues > Is idea for

Then: Transition issue > Destination status = Done

Bonus: Transition an Epic to Done when all linked issues are done ✅

View the rule in our public library 

Detail of the rule: 

Single project automation in a software project

When: Issue transitionned > To Status > Done

   Branch rule / related issues: Epic (Parent)

        Conditions: Issue field condtions > Status does not equal Done

        AND: Related Issue conditions > Related issues : "Stories or other issues in this epic", Condition : All match specified JQL, Matching JQL: Status = "Done"

       Then: Transition issue > Destination status = Done

Best practices regarding formatting

As some Jira Product Discovery fields aren't fully supported by Automation for Jira at the moment, here are known heads up on formatting for some fields: 

Edit/populate a Jira Product Discovery date field

{
    "fields": {
        "customfield_0000":"{\"start\":\"{{now.jiraDate}}\",
        \"end\":\"{{now.jiradate}}\"}"
}
}

Edit/populate a Jira Product Discovery checkbox field

{ 
    "fields": { 
        "customfield_0000":1 } 
}

Questions, comments, suggestions? Let's discuss in the comments below! 

Cheers, 

Hermance

[Matt Schroyer]

Does #1 work for any issue type like is we use higher level initiatives? UPDATE: nvm it does

[Hermance NDounga]

Hi Matt, 

Yes, it actually work with any Issue type you'd have in that Software project, just like from Jira Product Discovery, you can create any issue type from the delivery tab of an idea. So this rule is indeed to be adapted to the Jira Software issue type you'd like to create from a Jira Product Discovery Idea

[Nikki DuBois]

@Hermance NDounga is there plans of implementing automation especially to gain customer feedback that then automates that data to review?

[Mike Gargano]

Hey @Hermance NDounga , 

The video links don't seem to be working for me. Are we able to get some updated links? 

I am very interested in automating task between ideas and other jira projects, but keep running into snags with selecting the proper fields. 

[Hermance NDounga]

@Mike Gargano the links have been fixed, sorry for the inconvenience ! 

[Ronald de Groot]

@Hermance NDounga thanks for the video. I followed all the steps but I get an error 'The following issues did not match the condition:'

See attached. I have no idea what is going wrong. Can you help me with this?

[Hermance NDounga]

Hey @Ronald de Groot , sure! Could you please open a ticket, using the "Give feedback" tab on the left panel of Jira Product Discovery, so we can start discussing via email ? 

Don't hesitate to include more details about the projects you're setting up and more screenshots of the rule :) 

[Ronald de Groot]

@Hermance NDounga I have send in the feedback, I was not able to send some screenshots. Attached the screenshots