Automation between JPD and Jira Software

[Jaime Laird]

I am trying to avoid JPD and JSC being out of sync. In order to do so, is the following possible? If so, I'd appreciate any resources as to how. Thanks :)

1. JPD Idea has "Next" in roadmap field
2. When the JSC epic linked in "Delivery" of this JPD Idea is moved to "In Development" in JSC, automatically update the status field of the JPD Idea to "In Development" and the JPD Idea roadmap field to "Now"

[Bill Sheboy · Accepted solution]

Hi @Jaime Laird 

That should be possible using automation rules, with some things to check first...

• Custom fields (like your Roadmap field) are usually supported by automation rules.  I suggest trying to create a rule to determine if your field is listed.  If you do not see it, the field may still be available as a smart value or custom field id.  You may use this how-to article to check if the field is supported by automation rules: https://support.atlassian.com/cloud-automation/docs/find-the-smart-value-for-a-field/
• Next, what is your Jira license level: Free, Standard, Premium, or Enterprise?
  • To have a rule in one project (e.g. your JSC project) update the ideas in the JPD project, the rule must have global or multi-project scope.
  • There are limits on the number of global/multi-project rule executions per month, based on your plan.  If you are on Premium or Enterprise, there should be no problems...
  • However if you are on Free or Standard, you will need to consider how many rule executions you expect per month

Once you have those things figured out, the rule for your JSC project should be straightforward:

• trigger it on issue transition
• check if the issue is an epic
• check on the status value is now in delivery
• update the JPD idea

Kind regards,
Bill

[Hermance NDounga]

Hey Jaime, 

What Bill said :) Just sharing here the article I created regarding automation, I think you can reuse the second ruse and simply add it a condition (If Roadmap = Next) and one action (Then update Roadmap = Now) 

https://community.atlassian.com/t5/Jira-Product-Discovery-articles/Product-demo-Automation-for-Delivery/ba-p/2057152

[Nick Haller]

Hi @Jaime Laird ,

This should be possible through an automation with something as simple as this:

1. WHEN the Jira delivery status transitions to Selected for development
2. and IF the Linked issue Implements
3. THEN transition the JPD idea's status to In development

^ You'd just want to swap your Jira and JPD statuses in steps 1 and 3

Also note - my automation has both the Jira and JPD projects selected in the Rule details. It could be left global as well, or specific to only some of your projects: