Automation - Link new issue to existing issues based on Custom Field

[Ashley Rush]

I am trying to set up automation to Link Issue when:

When - creating a new Issue - with specific Issue Types
And Custom Field - OEM Dealer ID matches to other Parent Issues in the same project

[Mark Segall · Accepted solution]

Hi @Ashley Rush 

To make something like this work, your new issue needs a point of reference to other pre-existing issues.  When the automation kicks off, it's just looking at the current issue.

If I understand correctly, you're trying to match the new issue to other issues that have the same OEM Dealer ID.  If that's the case, I would do something like this:

Find issues with OEM Dealer ID:

• Remove your condition OEM Dealer ID ~ "{{issue.OEM Dealer ID}}"
• Add a BRANCH component based upon JQL

  • "OEM Dealer ID" ~ "{{issue.OEM Dealer ID}}" and key != {{issue}}

• Move your link issue action inside of the BRANCH and change from Most Recently Created Issue to Trigger Issue