Link issues based on field contents Automation for Jira

[Chris Brewer]

I have a project where 2 different issue types use the same field.  Is it possible for me to create an automation that will look at that field and link the issues if they match?

[John Funk · Accepted solution]

Hi Chris,

Yes, you should be able to do that. 

Use the Condition for Advanced compare something like this:

The initial trigger could be Issue Created or Issue Updated.

And instead of customfield as in my example, use issue.issuetype.name or issue.issuetype

[Chris Brewer]

@John Funk , thank you for the fast reply!

I have tried what you suggested but perhaps I have done something incorrectly.

I get an error that the issue is trying to link to itself.

[John Funk]

Then that is on the step/action where you do the linkage. Can you share that? 

[Chris Brewer]

Here is the screenshot of that.  I think I see what the issue is but I do not seem to have enough options of what to link to.  Is there another smart-value that I can use?

[John Funk]

So, change that to Most Recently Created Issue and give it a test. 

[Chris Brewer]

This is the new error.

[John Funk]

You might need to do a Re-fetch action after the issue is created as I am not sure how your are populating the CAPX Project Number field. 

It would come before the Compare. 

[Chris Brewer]

The CAPX Project Number field is populated in the portal when the user submits the ticket.  

I tried the re-fetch action but unfortunately got the same error.

[John Funk]

What is the key of the existing one it should find to link to? Is it the same project? 

Try creating a Branch (purple one) and using JQL there.

Use the project of the exiting issue where I have HROPS.

Then notice the change on the Link going under the Branch and changed to Trigger issue. 

[Chris Brewer]

@John Funk , that worked!!!  Thank you so much!!!

[John Funk]

You are very welcome!