Automa??o de mudan?a de status de uma tarefa vinculada (Outro tipos de status)
Asked by Murilo Augusto Meirelles de Souza:

Eu tenho o projeto de chamado "Projeto Suporte" e outro(s) projeto(s) com nome de cada cliente que temos no nosso portif?lio (Exemplo: se o cliente chama ABC, ficaria o nome do projeto "Projeto ABC")

Quando o usu?rio do cliente ABC abra um chamado, o Jira cria um ticket de suporte no "Projeto Suporte".

Solicita??o 1: Gostaria de saber se consigo criar uma automa??o para que quando o fosse criado um ticket de suporte no "Projeto Suporte" eu poder criar a automa??o dele criar o mesmo ticket no "Projeto ABC". O ?nico detalhe ? que se o usu?rio for de outro cliente (Projeto XYZ), a automa??o precisa ser feito no "Projeto XYZ". Ou seja, a automa??o precisa entender qual base que esse usu?rio pertence para criar o projeto em cada nome de cliente.

Solicita??o 2: Ao mudar o status do ticket do "Projeto Suporte" (Exemplo: do Status A para o Status B), eu gostaria de criar uma automa??o de mudan?a de status no "Projeto ABC" (Exemplo: do Status X para o Status Y). Ou seja, a automa??o precisaria respeitar os status de cada projeto, uma vez que o "Projeto Suporte" tem alguns status espec?ficos e o "Projeto ABC" possui outros status diferentes.


Answers:
author: Anusha A
body: Hi Murilo,

Welcome to the Atlassian Community support and Thanks for your questions!

For request 1 -

To meet the requirement of creating a ticket in the Project Support by a reporter named ABC, and subsequently automating the creation of an issue in Project ABC, follow these steps:

1. **Trigger:** When an issue is created.
2. **Condition:** Use an If-Else condition.
   * **If:** The reporter's display name is ABC.
     * **Action:** Create an issue in Project ABC, copying the same fields and values from the trigger issue.
     * **Link Issue Action:** Link the newly created issue to the trigger issue.
   * **Else If:** The reporter's display name is XYZ.
     * **Action:** Create an issue in Project XYZ, copying the same fields and values from the trigger issue.
     * **Link Issue Action:** Link the newly created issue to the trigger issue

Example rule -

[![Screenshot 2024-05-21 at 4.29.10?PM_2024-05-21T11:03:25.767Z.png](https://api.media.atlassian.com/file/15c31f15-22de-4e78-a825-41baa944d5c4/binary?token=eyJraWQiOiJtaWNyb3MtZ3JvdXAvY3N0LWF0dGFjaG1lbnRzL2E2azZkN2F0OWN1OWZkMGUiLCJhbGciOiJSUzI1NiJ9.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.gVSFq9qUdpMLqRC2USQU3cuk5HfzcCYhDpnRp_ZzIJYS23f4Vb0xsCKdRjihjaXQqI8SK7B6I7I37WOBi-O0sWDiTyqDlSA8M16JgqJrJR2nlph2tN3xibVuieUbPtwS1O-sZ_jgK8bNCCjNgJslo3b5XD41TwTxcVTonydS68N0SskNnVrsVkUV_YRDhKNx1IUog1fBPaavKoY48psWvPfPV8WDp-4LVpAZA0LAvq30FTEHMa6ifFBOzK8flmeYHYeDGjTZkQzACa0miFeSRW1FpayqTIZs40CAP7vxmWkDMF9w0wTCGuGxH7uH25oM9PrBA4ipBaHhgRziElQy8g&client=2d038922-8a4d-43c2-bc40-116b49f6d8c0&collection=7326340&max-age=43200&dl=true)](https://transfer.atlassian.com/preview/7326340/attachment/15c31f15-22de-4e78-a825-41baa944d5c4)

For request 2 -

To ensure that two issues change status when the parent or trigger issue changes status, follow these steps. First, ensure both issues are linked, as achieved in the previous automation by linking the created issue with the trigger issue.

To update the status of the issue in Project ABC whenever the issue in Project Support changes, use the following automation steps:

1. **Trigger:** When the issue transitions to "In Progress."
2. **Condition:** For linked issues.
3. **Action:** Transition the linked issue to "In Progress" or any other status of your choice.  

Example rule -

[![Screenshot 2024-05-21 at 4.29.18?PM_2024-05-21T11:06:58.810Z.png](https://api.media.atlassian.com/file/eff3562e-1d34-475c-9e73-e0e9bba1c3c7/binary?token=eyJraWQiOiJtaWNyb3MtZ3JvdXAvY3N0LWF0dGFjaG1lbnRzL2E2azZkN2F0OWN1OWZkMGUiLCJhbGciOiJSUzI1NiJ9.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.gVSFq9qUdpMLqRC2USQU3cuk5HfzcCYhDpnRp_ZzIJYS23f4Vb0xsCKdRjihjaXQqI8SK7B6I7I37WOBi-O0sWDiTyqDlSA8M16JgqJrJR2nlph2tN3xibVuieUbPtwS1O-sZ_jgK8bNCCjNgJslo3b5XD41TwTxcVTonydS68N0SskNnVrsVkUV_YRDhKNx1IUog1fBPaavKoY48psWvPfPV8WDp-4LVpAZA0LAvq30FTEHMa6ifFBOzK8flmeYHYeDGjTZkQzACa0miFeSRW1FpayqTIZs40CAP7vxmWkDMF9w0wTCGuGxH7uH25oM9PrBA4ipBaHhgRziElQy8g&client=2d038922-8a4d-43c2-bc40-116b49f6d8c0&collection=7326340&max-age=43200&dl=true)](https://transfer.atlassian.com/preview/7326340/attachment/eff3562e-1d34-475c-9e73-e0e9bba1c3c7)

Reference pages-

* [Create and edit Jira automation rules](https://support.atlassian.com/cloud-automation/docs/create-and-edit-jira-automation-rules/)
* [Smart values in Jira automation](https://support.atlassian.com/cloud-automation/docs/smart-values-in-jira-automation/%C2%A0)
* [Automation smart values - text fields, format text strings when settings up a rule](https://support.atlassian.com/cloud-automation/docs/jira-smart-values-text-fields/)


Tags: cloud

jira-service-management

jira-service-management-cloud