upon issue creation, check if issue with customfield value already exists

[Koen Bruggeman]

Hello,

I want to link the most recent created issue, to existing issues which has the exact same value in the custom field 'serialnumber'. Which will result in linking issues with the same serialnumber.

I found below information, but I dont have a clue where to even begin. https://community.atlassian.com/t5/Jira-questions/Case-insensitive-check-script-validator-Unique-check-before/qaq-p/955531

Can my request be done with Automation?

What do I need?

[Earl McCutcheon · Accepted solution]

Hello @Koen Bruggeman ,

Thanks for reaching out and this can definitely be done with Automation Rules.

First off there are a few different concepts that I used in the example automation that can be found in the following documentation for a reference point and more detail on each action:

• What are smart values?
• Find the smart value for a field
• Automation actions: Re-fetch issue data 
• Work with related issues with rule branching

First I created a custom field named "Serial Number" of type "text", Noting that a text field will allow for alpha Numeric entry such as "ABC123".  Then I added it to the appropriate field configurations for the project, then I created an Issue link called "Duplicate Serial Number" as shown below:

         ...         

the Automation Rule I came up with will create variable smart values that can be used in a JQL search on a branch Rule operation, and link to matching issues found in the result set.  I set the rule up as follows:

• When: Issue Created
• Re-fetch issue data
  • NOTE: the re-fetch is a critical step for the follow-up JQL actions that pull any information from the current issue, as the issue data will not exist in the index until after the rule is done on a create issue trigger unless the re-fetch is added at an earlier point
• Branch Rule - For JQL
  • Type of related issues
    • JQL
  • JQL

    • "Serial Number[Short text]" ~ "\"{{issue.Serial Number}}\"" AND KEY != {{issue.key}}

    • NOTE:  the syntax for the portion TextField ~ "\"value\"" means that the field will be exact without the end tags the value can be approximate.
  • Deselect the checkbox for the option:
    • "Only include issues that have changed since the last time this rule executed"
• THEN: Link Issue to:
  • This Issue:
    • Existing Serial Number (Or any other desired issue link type for this operation)
  • Issue:
    • Trigger Issue

Hope this helps and let me know if you have any additional questions.

Regards,
Earl

[Koen Bruggeman]

Hello Earl,

Thanks a million! Implemented and running as we speak!

[Koen Bruggeman]

I also want to thank you for the great explanation of what happens and what each step does.

Very nice.

[Earl McCutcheon]

Happy To Help 

[Koen Bruggeman]

Hello again,

It still works, but i tried adding a comment and or sending a notficiation mail to the assignee of the most recent created issue, but it keeps doing that in for the linked issue. Meaning the oldest one, not the newest created issue.

I am probably stupid but I cannot make it sending a not mail or insert a comment to the most recent created issue.

Anyone can help?