Automation of Stories and CLONEs

[Cyril James]

Hello Friends, I have automation set up so that when someone creates a new story, the story description is pre-populated with the info for required information that is needed to groom the story.  Acts like a story template. 

However, if we take an existing story and CLONE it, the existing story description is erased and replaced with the pre-populated description from a template so we are starting form scratch.

How can we exclude the pre-populated story description when cloning.

Thank you!

[Trudy Claspill]

Hello @Cyril James 

When you clone an issue do you apply the "CLONE - " prefix to the Summary?

Please show us the automation rule you are using to replace the Description text.

I suspect that your issue is triggered by Issue Created. You will need to add some condition after the trigger to detect that the issue is a clone. You might do that by checking the Summary field for the "CLONE" prefix. Another way would be to check if a "clones" link exists in the new issue.

[Cyril James]

Thank you!  When I say clone, I mean open story A, go to 3-dot menu, select CLONE, in a few seconds, cloned story is created.  I get a little dialog box in the lower left on my screen that says, click here to review cloned issue.  Its this action that removed the cloned story original decription

[Trudy Claspill]

Hello @Cyril James 

You said:

I have automation set up so that when someone creates a new story, the story description is pre-populated with the info for required information that is needed to groom the story.  Acts like a story template.

I am asking to see that automation - the one that fills in the Description. Is that template text showing up in the Create Issue dialog, or does the original issue get that template text after it is saved?

[Cyril James]

Hi Trudy, this works.  Per your post above, if I clone an issue, the issue description is not over written.  Great news!

Can we enhance this in two ways.  

#1, If I hit the Create Issue Button, enter a Summary and enter a description, it gets over written by my rule, and inserts my automated description update.  Thoughts on this.  I wish I could append my issue description to what ever the person trying to create the story entered into the description.  Does this make sense.

#2. Can I format the fonts when through automation, I create issue description.

Thank you

[Trudy Claspill]

Hello  @Cyril James 

For #1 You can combine/append information in the Description field within an Automation rule. You would need to use Advanced Editing in the Edit Issue action.

Check out the answer by @Bill Sheboy on this post.

For #2, while I haven't actually tried it, you should be able to format the text using wiki markup because the Description field uses Wiki Style Rendering. You can find information on the formatting style here:

https://jira.atlassian.com/secure/WikiRendererHelpAction.jspa?section=lists

[Bill Sheboy]

Hi @Cyril James 

One way to do this is to add a related issues condition to exclude cloned issues, as below:

• trigger: issue created
• action: re-fetch issue (Including this is a good idea when using the issue created trigger, as it can occur so quickly that the data is not available yet.)
• related issues condition:
  • Related issues: Linked issues
  • Link types: is cloned by, and clones
  • Condition: Are not present
• ...continue with your rule

If this does not help, pleases post images of your complete rule and audit log details.  This will provide context for other suggestions.  Thanks!

Kind regards,
Bill

[Cyril James]

Trying this now....