Automatisation to change issues types and status

Flavie Henry November 16, 2023

Hello, 

I want to create an automation to change issues types and status if it's A to F. 

I tried different composition, but I still have the same mistake. 

- Destination status could not be resolved. If using a smart-value ensure this resolves to a numeric status ID or untranslated name for issues (with current status)

I tried to change issues types then the status or vice versa. 

I have a company-managed project

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Trudy Claspill
Community Leader
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Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
November 16, 2023

Hello @Flavie Henry 

Please show us the complete automation rule you have constructed.

Also show us the complete details of the Audit Log entry for execution of the rule.

Flavie Henry November 16, 2023

Hello @Trudy Claspill

Yes, I didn’t find out how to do it on the first message. 

Here are my last two tests: 

 Capture d'écran 2023-11-16 182333.pngCapture d'écran 2023-11-16 182302.png

Capture d'écran 2023-11-16 181747.pngCapture d'écran 2023-11-16 181956.png

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.
November 16, 2023

Can you show us the Workflow diagrams for the two issue types? I want to see if there is a valid transition between "To Be Analysed" and "Accepted" for both issue types.

Is this rule scoped for a single project or multiple projects?

Flavie Henry November 16, 2023

Yes, it's the both workflow diagram : 

The first is the starting workflow and the second one we want them to go to. Today they are identical for the step, but we would like to reduce the first workflow to make the change between the two workflows. We were thinking about removing the Accepted step but maybe it wouldn’t be possible. 

It's for multiple projects but on these workflows only. 

Workflow_Feedback.pngWorkflow_bug et improvement.png

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.
November 16, 2023

Do you have Conditions applied to those that transition in those workflows that limits who can execute that transition?

If so, is the Actor specified in the Rule Details authorized to make that transition?

Flavie Henry November 16, 2023

Yes, the role must be project-4sh-member, project-contractors-member. 

But, I have this role in the project where I execute this automation  


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.
November 16, 2023

On the Rule Details page there is a field to specify the rule Actor. An example of this page is shown below.

What do you have specified in that field?

Is that user a member of the roles that are permitted to execute the transition?Screenshot 2023-11-16 at 11.17.08 AM.png

Flavie Henry November 16, 2023

The Actor is Automation for JIRA so I need to put someone on the role project-4sh-member, project-contractors-member
Capture d'écran 2023-11-16 203239.png

Flavie Henry November 16, 2023

Yes it's the problem. It works now 

Thank you ! 

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.
November 16, 2023

I'm glad I could help.

If your questions have been answered and your problems solved by my responses, please consider clicking on the Accept Answer button.

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Bill Sheboy
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November 16, 2023

Hi @Flavie Henry 

I recommend not changing issue types using an automation rule.

Jira provides a specific UI function to "move" an issue between types, allowing the application to ask any questions necessary to resolve problems.  And it will prevent some moves when they are not possible.  Automation rules do not have this ability to stop and ask guiding questions to the user, and so the change may work (or fail) with no indication of what happened in the audit log.

Instead please consider cloning the issue in the rule to the new type, and then abandoning or deleting the source issue.

Kind regards,
Bill

Flavie Henry November 16, 2023

Hi Bill, 

In our case this is not applicable, these are tickets created by the customer and it would be too complicated to inform these customers that their ticket numbers have already changed who manages their ticket on Excel.

Kind regards, 
Flavie 

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