How to create company managed project in JWM from JPD Idea with same name using Automation?

[Ravi]

We are using  Jira Product Discovery for Idea. When Idea is transitioned to Approved status it should open Company Managed  JWM  project in JWM with same Idea Name .

Is this Automation possible? Can someone help please.Thank you

[Nick Haller · Accepted solution]

Hi @Ravi ,

I believe ideas are only specific to JPD - so in order for an automation to work as expected, you'd need to create an issue-type that can be mapped to from JPD to JWM. Again, I don't believe ideas can be selected under Jira, JSM, JWM projects at this time.

[Ravi]

Hi Nick 

Greetings

Thanks for your time to respond. This confirms my investigation. Have a good day

[Ravi]

@Nick Haller 

Thanks Nick

Here is the correct scenario...

1) Idea is created in JPD  teh WF is Parking Lot --> Explore-->Approved

During Explore there are 8 Departments give their inputs  in terms of Data Points and Document attachments. Customer expects to have a single location with all documents in one idea and not scattered with each Delivery Ticket.

Challenge 1... The PM has to create a Confluence Space/Page for each idea manually every time.Can this be automated? OR is there some other trick?

Challenge 2 : For every Idea (5-6 in one meeting at times) PM has to create Delivery tickets manually

These are repetitive task for each idea like R&D,Manufacturing etc for idea inputs)

Challenge 3: Is it possible to automate a template activation of Delivery tickets during Transition to Explore stage in any of JIRA Product suites and Come back to JPD for Approval?

Pardon for my ignorance as per current understanding .Thank you for your time & patience.

I am keen on moving to JIRA from the existing technology platform.Your guidance will be helpful if your time permits

[Nick Haller]

Hi @Ravi ,

All of that should be possible via automation, but I feel like you might reach your limits rather quickly - especially if the automations will be responsible for creating multiple Confluence pages / deliveries at once. Most of these tasks are typically done manually for validation purposes anyways. 

Regardless, these automations should work:

1) Creating Confluence page when idea is transitioned:

• WHEN: Issue transitioned (select Explore)
• THEN - Create page in Confluence (select Space / Parent page)
  • Title can be anything. I used: {{key}} - {{summary}}
• AND: Edit Issue fields (optional)
  • ^ Edits JPD hyperlink field, and adds Confluence page as value:
    • {{createdPage.url}}

2) Create delivery when idea is transitioned:

• WHEN: Issue transitioned (select Explore)
• THEN: Create a new issue
  • Select Jira project
  • Select issue-type
  • Map JPD idea fields to Jira delivery fields
    • ^ Can set the description to somewhat follow a template, but might not have the exact formatting desired since automations are a bit more limited.
• AND: Link issue to
  • is implemented by - Most recently created issue
  • ^ This is the link-type ideas have with deliveries, so the newly created Jira issue will appear in the delivery tab of the JPD idea

^ Can repeat the THEN/AND conditions to create multiple deliveries.

3) ^ Related to editing the delivery's description above in automation 2, you can set what is configured in the delivery's fields during creation.

[Ravi]

@Nick Haller 

Thanks so much for your time.

I am exploring workarounds.Your above answer is greatly useful. Truly appreciate the service.

Have a good day