Trigger an email based on the transition of a linked card on a different board

[Emma Sunderland]

Hello,

I am the admin of a project/board where each card represents a customer's request (Customer board).

These cards are linked to other cards across multiple projects/boards. These are Produciton boards. I am not the admin for these boards.

The cards on the Customer board are often linked to a card on a Production board.

I want to achieve the following:

When the linked card on the Production board (outside of my control) transitions to a resolution status, e.g. Done, this event should trigger an automated email to the assignee of the card on the Customer board.

What does the automation look like for this? I'm struggling to create this.

Thank you in advance for your help.

[Lisa Forstberg · Accepted solution]

Hi @Emma Sunderland ,

Welcome to the community!

You seem to only be a project admin, not a jira-admin.  I think you need a  so called "global automation" (automation which scope is across the involved projects) to resolve your need.

Ask your jira admin to perform it for you.

br

Lisa

[Emma Sunderland]

Hi Lisa - thank you for your response. This is really helpful.

I've been told by the jira-admin that global automations have been enabled.

If this were the case, would I be able to interact with the 'Rule restricted to projects' area?

(My if condition is set to does not equal, as there are many boards the production card could come from.)

Thanks again!

[Lisa Forstberg]

Hi!

Can you check the Rule details of your automation?

Do you have this set:

• Scope = Multiple Projects
• Projects = the involved projects (production card + customer card)

br

Lisa

[Emma Sunderland]

I just wanted to follow-up on this. I was able to work with the admin for my organisation and put this in place. Thank you for your help!