Product Discovery copy Delivery Links from Idea to Roadmap Issue Type

[Kelsi Flores]

I'm trying to write an automation that copies my delivery tickets on the Idea [linked as Polaris work item link (default for this link relationship)] to the Roadmap Issue Type so that when I create a roadmap, I can see the delivery status on the board. 

I've tried various methods but I can't nest a branch within a branch or do 2 different automations.  I seem to be blocked copying links of this link type.

Has someone solved for this yet?

[Bill Sheboy]

Hi @Kelsi Flores -- Welcome to the Atlassian Community!

For a question like this, context is important for the community to help.  Please post the following:

• an image of your complete automation rule in a single image for continuity
• images of any relevant actions / conditions / branches
• an image of the audit log details showing the rule execution
• explain what is not working as expected and why you believe that to be the case

Until we see those...

Would you please confirm which of these you are trying to do:

1. For each Delivery Ticket linked to a specific JPD Idea, clone each linked Delivery Ticket them as work items of type Roadmap Issue, or
2. For each Delivery Ticket linked to a specific JPD Idea, copy the links to be another type, also linked to the JPD Idea, or
3. something else

From what you describe, it seems to be the second one.

Kind regards,
Bill

[Kelsi Flores]

Hi @Bill Sheboy  - Unfortunately, I've made so many updates to the rule to try different avenues that I don't have the original screen shot of my automation.  I ran into issues of not being able to nest a branch within a branch as well as copy links between our delivery tickets and different issue types within JPD.

What I'm trying to do is the following. 

1. Create a Roadmap Card (new issue type)

2. Create an Idea and link it to the Roadmap Card as - Has Action Item From

3. Create a Delivery Ticket from the Idea Issue Type

4. Automate a process to copy the link(s) of the delivery ticket from the Idea to its related Roadmap Card based on conditions like a custom field for Product Portfolio

[Bill Sheboy]

Thanks for that information, @Kelsi Flores 

When you describe those things / steps, what is the event which starts things?  Rules have triggers, and so knowing where to start is important.

For example, if we assumed...

• steps 1-3 were manually done,
• and the rule was triggered on linking the Delivery Ticket to an Idea,
• the links in the Idea could be extracted with either
  • JQL (and the Lookup Work Items action) or
  • directly with the {{issue.issuelinks}} smart value to find the "Roadmap Card" item,
• and the relevant links added between the Delivery Ticket and the Roadmap Card items

[Kelsi Flores]

@Bill Sheboy  - Apologies as that wasn't clear.  I wanted the rule to trigger when the delivery ticket was created on the Idea Issue Type.  The idea being the delivery ticket is created at the Idea level, this triggers the automation that looks for the linked Roadmap Issue Type and copies that delivery ticket to Roadmap.

The issue I was finding in the automation I tried to make is that it linked the delivery ticket as a normal link and not as a delivery ticket. If it's not a delivery ticket, you can't use the delivery status field on the roadmap to see the actual status.

[Bill Sheboy]

Thanks for that information, @Kelsi Flores 

This sounds like a problem with the type of link added.  To provide context to solve this, please post images of:

• your complete rule in a single image for continuity
• an image of the action where the link is added
• an image of the audit log details showing the rule execution, with the areas at the right side expanded

[Kelsi Flores]

That's correct, the problem is the link type relationship between Ideas (i.e. JPD Issue Types) and delivery tickets is "Polaris work item".  From everything I've researched, this link type isn't supported by automations as it's not in the drop down to select.

[Bill Sheboy]

Rather than using the Link Work Items action, you may use the Edit Work Item action with an advanced edit with JSON:

https://support.atlassian.com/cloud-automation/docs/advanced-field-editing-using-json/#Linking-issues

[Kelsi Flores]

It may be a bit of time before I can try this but I will save this link for when I am able to try my automation again. Thank you for this link. It seems to be helpful and in the right direction of what I'm needing.