Conditions, scripting & workflow

[Kevin Decker]

Hi everyone, 

Looking for a little help here - we have a new project that I am working on (Project X) & in this project after an approval is met the issue will move to a specified status, when it hits this status I'd like to create an issue in another project (Project Y) and block the issue in Project X from transitioning until the issue created in Project Y has been resolved. After that issue is resolved then allow the issue in Project X to transition and move along in workflow. I'm going to use some of automation for this but I think I'll need some scripting also (not too familiar with it) to also accomplish the condition on the transition in the workflow. Anyone have any thoughts on a best route to travel here? Thank you!

[Huw Evans]

Hi Kevin,

This isn't too tricky with Automation :)

Create new issue on status change

Create a rule that looks like this:

So whenever an issue in TEST (i.e. Project X) gets transitioned, we'll check if it's hit the specific status we want, then create an issue in Project Y that specifically links to the one in Project X.

Block issues in Project X from transitioning

Then create a second Automation rule that looks like this:

Whenever someone transitions an issue in Project X that has any blocking links, then we transition it back to its original status (effectively 'preventing' the transition).

You can use Automation to extend these two rules however you want — you might want to specifically ensure that the blocking issues are all in Project Y, for example. But there's certainly no need for extra scripting here :)

Huw

Intern Developer @ Code Barrel (makers of Automation)

[Joe Kyle]

Huw, Thank you for sharing this. It is very helpful to me as well. I hope Kevin will benefit too. ~Joe

[Joe Kyle]

Hello Kevin, 

I started to try and sort this out for you but only got part way. Maybe this will help get you on the correct path. I think this may come down to either a Post function on the workflow (or both project workflows) or an Automation Rule. Here's what I have so far for the Post Function possibility. Its not a full answer but perhaps someone else can jump in here and carry you over the finish line. 

Step 1: Create a Post function on the workflow of Project X on the transition to the “Specified status”.

 Go to the workflow of Project X, click on the transition where you need the post function, in the screen that appears click “Post Functions”, then look for “Add new post function”. Use “Create Issue” Post function.  Make sure to scroll down and click “Add”

 Within the post function set:

 Create Issue > Project to “Project Y”

Issue Type: Note, you’ll need to set up an issue type in Project Y to receive your new Issue.

Link to new Issue
You can choose Current Issue:  “is blocked by” the new issue