Managing completed items in Jira with Jira Product Discovery connected
Asked by Oliver Stutz:

Hi All,

I need some help on completing my workflow for Jira please. I am on a team managed project and currently have the below worklfow.

1. Ideas are added in Jira Product Discovery (JPD) and prioritized accordingly until eventually being assed a status of 'Building'

2. At that point I run an automation to create either a story or an epic in Jira

3. In Jira we plan the sprint and start it - currently with the simple To Do, In Progress and Dev Complete

4. At the sprint review, I want to then be able to reject or accept an issue that is 'Dev Complete'  

Reject -\> Currently I move it back to 'To Do' and move it to the next sprint

Accept -\> This is where I need help please.  
Ideally what I would like to have is a few more statuses such as 'Awaiting Release', 'Released to STG', 'Released to PROD' and 'Verified in PROD'.  

Questions:  

1. What happens if I have the above 4 statuses created and labeled as 'DONE' type - When I have issues in these and complete the sprint, what happens to them?  
As these are statues that go beyond the sprint I would like to keep tracking them till 'Verified in prod'  

How best to do that please or any other advice?

2. When it does move to 'Verified in prod' is there any archive etc? Where do the issues eventually go?

3. Am I able to triger a reverse automation to JPD that when something is in each of the 4 statuses it moves the JPD issue into the correct status also?

ie. moving issue to 'Released to PROD' moves the JPD issue to 'Released and complete' status.

Open to any other worflows that would be better.

Thank you!


Answers:
author: Oliver Stutz
body: So for anyone looking for an answer for this I managed to get this resolved with the help of some other posts on the community here.  

This was a key one: <https://community.atlassian.com/t5/Jira-Product-Discovery-questions/Transition-Idea-status-based-on-linked-Delivery-issues-status/qaq-p/2054850>  

But I altered the 'IF' statement on mine to be {{project.key}} equals 'and then I just added the project key, e.g. 'ABC')

Also just important to note that statuses are combined between JPD and Jira and as such I have my JPD ones numbered to tell the difference, as I am mimicking the status of Jira back to JPD. Also to run this as global and the automation as myself as the Atlassian one does not seem to work.

EDIT: Reading back through the questions I had I thought it would be worthwhile to add some more detail.

I have the following statuses post 'DONE' in Jira:  
Awaiting Release

Released to STG

Released to PROD

CLOSED

I set up individual automations for each of these to track that status back to JPD. In JPD I then set up new lists for each of these statuses so I can always see what is where.

I then also have filters set up to show closed items in Jira and another filter to show anything in Done, Awaiting, Released statuses.

So that pretty much completes the flow for me. In short below:  

1. Ideas created in JPD

2. Triaged

3. Added to list with automation creating Stories or Epics in Jira

4. Work gets added to sprint in Jira

5. As work is moved to 'DONE' in Jira, I have automations running to update the JPD idea to the same status. Done -\> Awaiting Release -\> Released to STG -\> Released to PROD -\> Validated (CLOSED)

At each of those points it updates the JPD status and I have a separate filtered list for each status.

Hope that helps someone else.


author: Oliver Stutz
body: Just adding that I have now found the releases section and read up about that. I like the whole concept as this is what we do anyway.  

So in addition to the above flow I would want to then add it to a release and release.  

Just not sure again re my question 1.

Thanks


Tags: cloud

jira-cloud

jira-product-discovery