sync field data from one project data to other project data in same instance.

Yeswanths
Contributor
December 30, 2024

Hi All,

Iam having 2 projects in my instance.In project 1 i have used automation and created if any new ticket is created the clone the field data to project 2 and have given relates to as linked issue in the automation this is working fine.In Project 2 if Iam changing the field data it should mirror the canges in project 1 using automation in project 2 can we mirror the data in project 1.Screenshot 2024-12-31 004837.png

 

Regards,

Yeswanth

2 answers

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Trudy Claspill
Community Leader
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December 30, 2024

Hello @Yeswanths 

In addition to what @Camilo Galleguillos said, the rule that you set up will need to be a multiple-project scoped rule, listing both project 1 and project 2 in the Project Scope on the Rule Details page. Multiple-project scoped rules can be created and edited only from the Global Automation page under the administration page for System.

If the rule Project Scope is only Project 2, then the rule would be able to make changes only to linked issues that are also in Project 2.

Additionally, if you use the specified link type to link Project 2 issues to other issues also in Project 2, then the rule will attempt to update those issues also. So, within the branch you may want to add a Condition to check that the Project of the linked issue is Project 1.

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Camilo Galleguillos
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December 30, 2024

Hi, @Yeswanths

For the linked issues to be edited you need to use a branch component, else your "Edit issue fields" action will be pointing to the trigger issue. It will look like this (You still need to set the right issue links as in your example):

Screenshot_24.png

Hope this is helpful!

cgr-sr-badge

Camilo Galleguillos

Sr. Technical Consultant

ServiceRocket
camilo.galleguillos@servicerocket.com
Santiago, Chile

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