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Create an insight automatically via automation

Edited
Omer Meshar
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Sep 11, 2023

Hi,

We have an FR (feature request) system in Jira, from which we would like to create ideas when applicable. We created an automation on the FR that creates the corresponding idea in JPD, with the needed information. We also link the FR to the idea, using the "Added to idea" link type.

The problem is that this link type:

1) does not appear on the idea (thus the linkage does not show up in JPD)

2) does not create an insight

The workaround would be to create a link from another type, but then if we would like to add it manually as an insight, it will create two links and not one.

Is there a chance that using this link type would create an insight?

Is there a chance to see this link in JPD, if not as an insight?

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1 vote
Tanguy Crusson
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
Sep 11, 2023

Hi, this link type is not meant to be used like that (it's a reserved link type, we need to find a way to hide it). You can however use the REST API to create an insight. We provided an example here: https://github.com/Atlassian-integrations/polaris-forge-ref-app/tree/master/push-example

Omer Meshar
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Sep 12, 2023

Thanks @Tanguy Crusson  - would we be able to use this REST API within an automation rule? Is there an example of doing this?

Tanguy Crusson
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
Sep 12, 2023

HA! I was afraid you were going to ask that, because I never tried it myself 😅

There is the "send web request" action in Automation but I've never tried to use this to call our API. I can't guarantee it'll work (would need to figure out how to authenticate using OAuth2 using this 🤔) but it might be possible - let me ask the automations team

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Tanguy Crusson
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
Sep 13, 2023

Never mind, I spoke too fast - the team confirmed this is not possible today. Sorry about that! We'll need to add "create insight" as an action for Project Automation. 

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Omer Meshar
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Sep 13, 2023

A "Create insight" action in automation would be GREAT!

Omer Meshar
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Sep 13, 2023

@Tanguy Crusson by the way, another thing you could do with automation (though I don't have an example of what this would be good for right now) is to provide a "Created insight" trigger.

Omer Meshar
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Nov 21, 2023

@Tanguy Crusson any progress regarding the 'Create Insight' automation action? That is really something we would love to use. 

Currently, we continue to use automation that links the FR to the idea, even though it doesn't create the insight, and afterwards the product manager has to manually create the insight between the two. This manual step is a problem.

Where do I need to vote to get the 'Create Insight' action?

Tanguy Crusson
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
Nov 21, 2023

Hi Omer, nothing new on that front yet. 

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Omer Meshar
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Sep 11, 2023 • edited

Short explanation why we are not using the chrome extension for this:

1) When we create an idea, we would like certain fields to be set, which we can do via the automation

2) When we create an idea from an FR, we would like certain fields to be copied from the FR to the idea, which can be done via the automation

3) The PMs are already in Jira reviewing the FR, and it is much more convenient for them to use an ability from Jira than go to an extension outside the screen (and not all use chrome...)

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