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Link multiple issues together using Automation

Summary

The purpose of this article is to illustrate how to link multiple issues from different projects to one another using Automation.

Scenario

In this scenario we will be illustrating how to link multiple issues on the Issue Create Action using Automation. This is useful if you have multiple projects but have a workflow to create "Travel Requests" (or any type of request that is common between projects) and link them altogether. This is beneficial so that if one Issue is created in a project and you create two or more issues in an Automation and want to link them all together.

  1. First, we will create a global automation rule that incorporates multiple projects so three separate project issues can be linked together in this rule.
  2. Second, we will create the Automation Rule which is looking at the Issue created trigger.
  3. Then we will use an Issue Create Action for one of the separate projects from where the original ticket was created and include the Linked Issues Field that links to the Trigger Issue specifically
  4. Afterwards we will create a smart value variable (you can call it whichever), and the Smart Value will be: {{#debug}}{{createdIssue}}{{/}}
  5. Then we will repeat the step for the second Issue Create Action (same as step 3)
  6. Then we will create a Branch rule / related issues, which will look at the Type of Most recently create issue against the multiple projects we defined in the Global Automation.
  7. Lastly, we will run a Link Issue Action that relates to the variable {{firstissue}
  8. This will then automatically link all three of the tickets together and each ticket will have the two related tickets in the Linked Issues field

Screen Shot 2022-09-02 at 12.02.37 PM.pngScreen Shot 2022-09-02 at 11.40.57 AM.png

Please also note that you can add many many more Create Issue Actions in the Rule and link them altogether by using a slightly altered rule. This slightly different rule would use a smart value of {{createdIssues}} instead of {{#debug}}{{createdIssue}}{{/}} with a variable. This would also be applied within all Link Issues Action instead. Lastly, it will have more Branch Rule Types of Most recently created issues:

Screen Shot 2022-09-02 at 3.22.32 PM.png

Thanks for reading!

-Christian

 

 

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