Automation regarding cloning of template

[Ayush Lawania]

I have a request form to collect data in jira work management project and also I have pre build template in my project for cloning purpose, i need to create an automation in such a way that whenever a request is raised using that form it should clone the appropriate template based on the type of the request raised, how can I achieve that.

[Stephen Wright _Elabor8_]

Hi @Ayush Lawania 

You'd need to have a field on the Form which is unique to it - to trigger the Automation rule.

But as JWM Forms are quite simple, it's not as easy to do this as there's no way to make a field mandatory only on a Form, or hidden with a preselected value.

It might be better to use Jira Service Management, as the Forms on that product are more powerful and can do the types of things mentioned above that would allow for this to work.

Ste

[Ayush Lawania]

If I have a unique field then how can I do that automation? Can you share the automation rule for that

[Stephen Wright _Elabor8_]

Hi @Ayush Lawania 

It might look something like this:

• Trigger: Issue Created
• Condition: Issue Fields Condition
  • Field = <Unique Field>
  • Condition = equals
  • Value = Yes
• Action: Clone Issue

^ In effect, the rule would check that an issue was created with the unique field flagged as "Yes" this was created from a form, and then clone your issue template to create a new issue.

You don't necessarily need the issue template either - you could build all those parameters into the rule itself and use the Create Issue Action instead, rather than cloning.

Ste

[Ayush Lawania]

Thanks for the response 

[Ayush Lawania]

@Stephen Wright _Elabor8_  i have a doubt now, when we submit the details via form, it will create a request and with the automation we'll get the duplication of the same request which means we have two requests with same data, so how to overcome that. Is there a way to delete the original request and somehow link it to the duplicated template?

[Stephen Wright _Elabor8_]

Hi @Ayush Lawania 

What does the template actually add beyond what's on the Form?

Couldn't you add to the original request, rather than deleting/duplicating?

Ste