Transition Idea status based on linked Delivery issues status

[Florian Wahl]

Hi Jira Product Discovery team, we are getting adoption across my organization of this product and we are looking at implementing some automation. 

One of the automation we would like to implement: automatically trigger status transition in my Idea workflow based on status changed of linked Delivery issues. For instance, if my linked Epic transitions from "In Progress" to "In QA", I would like to update my Idea status to "Staging" (assuming those are existing status in my workflows).

I tried implementing that from Product Discovery directly, but it doesn't seem to be possible from the Product Discovery workflow. 

I have also tried to create a Global Automation rule for Jira, but I was not able to find the "Idea" issue type.

Is this type of automation something currently possible? Or maybe planned on your roadmap?

[Tanguy Crusson · Accepted solution]

It's a bug, thanks for reporting it. It's supposed to show the same as in the view. We'll fix that. 

[Mike Wilk]

Aha! I knew I wasn't going totally crazy. Thanks so much.

[Yana Shcharbina]

Hello! Even if the insights field tracks the number of added insights, adding a new insight doesn't trigger the “updated” timestamp field override. Is that a bug or expected behavior?

[Kate]

My interpretation of the Insights description is it's a place to record justification and support information that will assist with getting the idea moved towards delivery.

For example, if I did a feedback session with a group of users for a coffee app and I end up with a spreadsheet of responses that say users find it hard to use loyalty points for free coffee. Assumably I would an create the idea about how I would look to address this and then attach the user responses as Insights to provide justification as to why it should be done.

Or, maybe my JPD space is about prioritising continuous improvement and feedback can be from from non-technical users. The insights field can be used to work through how we would look to deliver the idea from a technical view.
If a non-technical user tells me information like "the colour scheme is terrible", maybe insights are a place to put submissions from a few different designers about their recommendations about how we change the app. 

[Rob Mkrtchian _CAIAT.US_]

Besides the use cases you mentioned, our team uses insights to hold "slash poker" sessions. As you might already implied, it is an altered version of Planning Poker, but instead of planning we use Slash Poker sessions to "clean" our JPD board and be able to focus on ideas that have strong foundation and include in prioritization sessions only ideas that have strong evidence-based insights for moving forward with, and ignore the rest. Basically how you hold slash poker session:

You will work with two type of insights: Slasher, and Veto.

1. Slasher is your reasoning for not pursuing an idea, linking it back to an insight.

2. Veto is an insight that is used to defend an idea.

Both the Slasher and Veto fields are optional, but you need to choose either, one, or both or pass it. However, if both are filled, the admin asks you to explain your reasoning with "five whys," helping you to decide whether to keep or discard the Veto or Slasher rationale. Ultimately, each idea receives a pass, veto, or slasher status. Admins of Slash Poker (e.g. Product Manager/Lead who is the organizer of Slash poker) see the results sorted into three buckets based on the majority vote, along with a summary of the Slash Poker voting results. This summary includes insights and AI-generated summaries of the Slasher or Veto arguments (e.g. insights), adding them as an insight to idea with a label "Slash Poker" which then helps to do more informed prioritization session.

We currently organize this with sticky notes within our team, but it hard to play it if you are distributed team. Therefore, we are thinking of creating an Atlassian app of "Slash Poker" that will improve and structure the collection of insights from different stakeholder groups.

[Mike Wilk]

I appreciate the feedback, but the replies are missing the point of the question. I understand how and what "Insights" can be used for on ideas.

I want to know what the Insights - system custom formula field (the red circled area in the screenshot) is supposed to display, when, and how. 

Currently, adding Insights to ideas does nothing to impact the field in any way. So, what's the point?