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update the status of the incident

Beatriz August 29, 2024

Hello

Is there a way for a ticket in a project to change to a certain status, to update the status of the incident that is linked, the latter is in another project?

2 answers

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Beatriz August 30, 2024

In the end I set it up like this.

flujo de copia.png

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Trudy Claspill
Community Champion
August 29, 2024

Hello @Beatriz 

Yes, that can be done with an Automation Rule. The complexity of the rule depends on the Type of the projects involved.

What are the Types of the projects involved? Get that information from the Type column on the View All Projects page under the Projects menu.

Do you want to change all linked issues in the specified destination project if there are multiple linked issues from that project?

If not, what are the criteria you would use to select which issues should be changed.

What are the exact status change scenarios you want to implement?

  • When ABC-1 is changed from A to B then
  • For linked issues in EFG
    • change the status from Y to Z

Does it matter what the status of the source issue was before, or only what it has been changed to?

Does it matter what the current status of the destination issue is?

 

Beatriz August 29, 2024

My firs project is type Attendance management

My Second project is type Company managed business


I have the first project with ticket siv-154, this ticket goes to status AA. At that moment, ticket PS-14 is generated  with incident siv-154 linked in the second project. When ticket PS-14 changes to status XX, I want the status of ticket siv-154 to change to ZZ.

 

Trudy Claspill
Community Champion
August 29, 2024

"Attendance Management" is not a project type that I'm familiar with. Can you show us a screen image that shows that Project Type information as it is displayed in the View All Projects screen, please?

You would need to create an Automation Rule that is set to a multiple project scope, where you identify both the SIV and PS projects as in the rule scope.

You would use the Issue Transitioned trigger, specifying the To Status as XX.

You would follow that with a Field Value Condition to check that the Project field equals PS, to ensure that the issue that triggered the rule is the issue in the PS project.

You would follow that with a For Each branch, selecting Related Issues / Linked Issue. In the definition of this branch you can option limit it to looking for issues that are linked with specific link types

Within the branch you would add a Field Value Condition to check the Project of the linked issue and confirm that is the SIV project. For linked issues in any other project no additional action will be executed.

The last step is to add a Transition Issue action in the branch to transition the SIV issue to ZZ.

Screenshot 2024-08-29 at 4.42.48 PM.png

Like Beatriz likes this
Beatriz August 30, 2024

Thanks so such. 

 

 

Trudy Claspill
Community Champion
August 30, 2024

You're welcome.

Were you able to address your requirement with the response I provided?

If so, please consider clicking on the Accept Answer button to mark your Question as Solved.

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