How to link tickets based off of the same custom field value in different projects

[rneill19]

Hi!

I would like to set up an automation rule that links tickets in Project A to tickets in Project B that have the same value for a custom field called "Customers Affected".

Basically what I'm hoping to do is when a story ticket in Project A gets created and has a specific value for "Customers Affected", it will link to an Implementation ticket in Project B that has the same value for "Customers Affectted". 

Any help is appreciated here, thanks!

[Kalyan Sattaluri · Accepted solution]

Hello @rneill19 

You can set up a rule in Project A with trigger = issue created ..I think you may also have to specify the project scope as both project A and project B... (confirm)

next action = refetch issue to ensure your rule has the field's value in hand.

then action = lookupIssues , give sample JQL -> project = B and "Customers Affected" = "MY VALUE"

then action - link issues -> This issue, "relates to" and give smart value {{lookupIssues.key}}

Please try and let us know if issues, share screenshot / audit logs so community can help.

[rneill19]

Can I use a smart value in my lookupIssues JQL action assuming I've created a variable for it?

Create variable:

Variable name: CustomersAffected

Smart value: {{issue.Customers Affected}}

And: Lookup issues:

"project = B and "Customers Affected" = {{Customers Affected}}

[rneill19]

^That worked actually! And overall worked as well! Thank you so much for your help Kalyan!

[Bill Sheboy]

Hi @rneill19 

What do you want to do if the custom field is set (or changed) later, after issue create?

Kind regards,
Bill

[rneill19]

Hey Bill,

This wouldn't apply to this situation! The value of Customers Affected wouldn't be updated on either ticket.