I would like to sync product discovery ticket fields with a delivery ticket created from that ticket

[Brian Harkness]

I would like to sync product discovery ticket fields with a delivery ticket created from that ticket. I believe this will need to be done with an automation, but I'm having issues making this work. I've been testing with the copying the description field in the product discovery ticket to the delivery ticket when it is created, but would like to do this with multiple fields on the product discovery ticket. I would also like to be able to use an automation(s) to keep the two tickets in sync, so that when certain fields in one ticket are updated, the other ticket is updated as well. Could someone please provide examples of how to do this?

[Ted Nieblas]

@Brian Harkness

I do precisely this on a few different fields in my JPD Ideas that are linked to delivery tickets. In my setup, I have a JPD Idea that is linked to a Initiative in my Product Jira project. The Initiative is what is used to plan all of the activities in Jira using advanced roadmaps and in my case it is a parent to the Epic in my issue hierarchy, This is important to point out as I also link (via automation) any epics as delivery tickets for the JPD idea associated with my initiative so that I get an accurate Delivery Status in JPD.

Enough of the caveats. Here is my rule logic:

My rule is limited to only run when a certain field that I want to keep in synch is updated in a certain project. I am using this to synchronize a product Status field that I use in Dashboards and filters to depict the status of the initiative. This status is set manually by myself ahead of the stakeholder update meeting so that I can call out any risks or conflicts which pertain to the initiative as a whole as opposed to a single delivery ticket.

The rest of the rule is just a bunch of ELSE-IF statements for each of the possible values. This only gets triggered when the field is updated in the JPD project and will only update Milestone issue type that are found via the Linked Issues Branch.

Hope this helps.