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Custom Fields on a Linked Issue is updated based on field value of Original Issue

Ahoy!

I have a custom field called 'Companies' used on Help Desk and Programming projects that is originally from a 3rd party plugin. I want to be able to have the Custom Field (Company) on a linked Issue updated based on the field value from Original Issue 

In a scenario:
A JIRA Help Desk issue is created.
A link is created and the attachments, description, summary and reporter are copied to a new JIRA Software Issue (separate project).
I want to be able to also sync the original Company from the original Help Desk Issue, to the newly created linked Software Issue. 

1 answer

Hi Cody,

 

Sync'ing is our bread and butter and should be pretty quick to do.

You need to set up a rule with the following:

  • Create a Global rule
  • Add a "Field Value changed" trigger and listen for changes to Companies
  • Add a Condition to check that the project is the Service Desk
  • Branch the rule for linked issues
  • Copy the value from the trigger issue

It should like this:

Screen Shot 2017-09-27 at 11.32.47 am.png

Though you said that the field is from a 3rd party. You may need to set this via More Options -> Additional fields and figure out the JSON format of it.

If you can let me know what the field is and from what add-on, I'll see if I can figure it out.

 

Cheers,

Nick

Hi Nick, 
Thanks for the follow up on this issue!  
I have followed your instructions and believe a JSON format will need to be used in this scenario. 

The third party is called: Atlas CRM

The field is called "Company". 
(Mind you, I am not 100% certain on this. It does work when using "Company" in the JQL search)
 Screenshot below for is the approach I am using: 
2017-09-27_16-42-58.png

Hi @Nick Menere 

I have a similar requirement, can you please help?, we have the automation add-on

Project A- Servicedesk project

Project B - Software project

Field - Program Type

Both projects are linked via Relates to 

Whenever program type is changed in either project's issues, another project issue should also get updated. 

Any help is appreciated.

 

Thanks

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