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Status Sync. Beetween Linked Issues

Orkhan Hasanov
Contributor
September 27, 2023

Hi everyone.

 

I created an automation rule :

In Jira Service Managament when specific type equals to something (for example) clone this issue to project in Jira Software and also link this issue to each other. It works.

But i also want to create an automation rule that when clonned issue's (in jira software) status change (for example In Progress) the linked isssue's (in jira service management) status also change to In Progress. I understand that, the workflows are different. But i think we can do this like this. If issue's status change to (Done (In J.S)) change autmaticly J.S.M issue's status to Resolved (for example). It that possible ? If it is, how ?

3 answers

2 accepted

6 votes
Answer accepted
Trudy Claspill
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
September 27, 2023

Hello @Orkhan Hasanov 

Welcome to the Atlassian community.

I believe that is possible. However it requires a multiple-project scoped rule, and those can be created only by a Jira Administrator.

The basic rule structure would be:

Trigger: When issue status changes

Condition: Issue is in the JSW project

For each: Linked issue in the JSM project

  Transition the JSM issue

 

With the workflows being different, and it not being possible to create an IF/ELSE block under a FOR EACH branch, the code for setting the JSM issue status based on the JSW issue status has to be implemented in a less than ideal manner.

One way to do it is to setup a rule for each status in the JSW issues. In the Trigger you can specify the Destination status, so each rule is triggered by a different status change. Then in the "For each" block you explicitly set the JSM issue to the corresponding status. If you have multiple JSW statuses that will map to one JSM status, all those JSW statuses can be specified in the trigger of one rule.

Orkhan Hasanov
Contributor
October 3, 2023

@Trudy Claspill thanks a lot.

To be specific, you have mentioned creating a rule for each status change.

It's okay. But would you give me an example of that?

 

For example, we have a status called "Analysing and Testing" in Jira Service Management.

We also have “Testing” in Jira Software.

We have two issues that are linked.

We need this. If we change the status in Jira Software from something to “Testing” " in Jira Service Management and the Customer Portal, the status automatically changes to “Analysing and Testing”.

Trudy Claspill
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
October 3, 2023

Hello @Orkhan Hasanov 

Here is an example. (CS) is my Software project and (CUS) is my Service project.

Screenshot 2023-10-03 at 4.28.40 PM.png

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Orkhan Hasanov
Contributor
October 4, 2023

@Trudy Claspill 

Thank you very much. It works. We must create a separate rule for each status change as I understand. But it works so it's okay. Thanks again.

Like # people like this
Trudy Claspill
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
October 4, 2023

You're welcome!

Like Orkhan Hasanov likes this
Noel Ransom June 28, 2024

Hello! I followed your automation rules for my setup but I can't seem to get the service project to update. Any tips?

Screenshot 2024-06-28 204356.jpg

Trudy Claspill
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
June 28, 2024

Hello @Noel Ransom 

Please share the output from the Audit Log generated when the rule executed.

Orkhan Hasanov
Contributor
June 29, 2024

Hello @Noel Ransom  , Is that global automation? If there are two projects, you must set them up as global automation, and of course, multiple projects. Maybe this was the problem. But you must share the audit log, as Trudy Claspill said. 

Noel Ransom July 1, 2024

Thanks to you both! I found the JIRA global automation menu, I think that was my issue, I built it only under one project. I'll look at logs there if it still doesn't work and post here. 

Orkhan Hasanov
Contributor
July 1, 2024

You are welcome ! Without seeing the logs, I thought maybe you missed setting up the multiple projects. I made mistakes a few times. If you set multiple projects and select them. I think you must analyze the audit logs. 

 

 

Please see the screenshoots.

 

GA_001.pngGA_002.png

1 vote
Answer accepted
Joseph Chung Yin
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
September 27, 2023

@Orkhan Hasanov -

I agreed with what @Trudy Claspill suggested.  The only other way that I know of is to create post function calls in your JSW WF transition with custom scripting to move the JSM link issues WF status.

Hope this also helps.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Technology Applications Team

Viasat Inc.

Orkhan Hasanov
Contributor
October 3, 2023

Thanks !

1 vote
Thibaut Subra _Elements_
Rising Star
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September 28, 2023

Hello @Orkhan Hasanov 

Welcome to community!

If you don't mind testing an add-on, Elements Copy & Sync can help you with that (full disclosure, I'm the Product Manager of the app).

You can easily synchronize statuses of Jira issues, even if the workflows are different. You just have to match them, take a look at our documentation to see how it works but it looks something like that:

I'll be happy to help if you want to dig further. Our app is free under 10 users and we have a 30-Day trial policy.

Let me know!

Regards

Thibaut

Orkhan Hasanov
Contributor
October 3, 2023

To be specific, you have mentioned new tools.
But we want to do this via automation. Thanks for your suggestion @Thibaut Subra _Elements_ 

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