Rule 1:  Whenever an issue is created, if a Projectrak field value is populated, a Jira custom field in that issue should also be populated. 

Previous steps

1. Create a single selection list field called "Country (project)" in Projectrak. (Please, keep in mind that the field "Country (project)" is only an example)

2. Create a single selection list field called "Country (issue)" in Jira. (Please, keep in mind that the field "Country (issue)" is only an example)

Create an automation rule

1.  Configure trigger

Create a new trigger →  Issue created

2. Get value from the Project field "Country (project)"

Add component → New condition → Issue fields condition 

4. Get the authorization token

Add the steps “Get the Projectrak JWT” and then “Store the JWT in a variable“, described at this link: How to create a Projectrak authorization in Automation for Jira

5. Get value from the Project field "Country (project)"

Add component → New action → Send a web request

• Web request URL: https://profields-cloud.deiser.com/values/projects/{{project.id}}/fields/65934

• Headers:

  • Content-Type: application/json

  • Authorization: Bearer {{projectrakJwt}}  → defined in step 4

• HTTP method: GET

• Web request body: Empty

• Check: Delay execution of subsequent rule actions until we've received a response for this web request

Open

6. Compare issue value with project value

Add component → New condition → Advanced compare condition

• First value: {{webhookResponse.body.value.formatted}}

• Condition: does not equal

• Second value: Empty

Open

7. Update the issue with the Projetrak value

Add component → New action → Edit issue

• Choose fields to set: Country (issue)

• Value: {{webhookResponse.body.value.formatted}}

Rule 2:  Update issues with Projectrak value every day

1. Schedule an execution

Add trigger → New action → Scheduled

• Run rule every: 1 Weeks

• On: Every weekday

• At: 9:00 am

• Check: Run a JQL search and execute actions for each issue in the query

2. Check Country (issue) field is not empty 

Add component → New condition → Issue fields condition 

3. Get the authorization token

Add the steps “Get the Projectrak JWT” and then “Store the JWT in a variable“, described at this link: How to create a Projectrak authorization in Automation for Jira

4. Get value from the Project field "Country (project)"

Add component → New Action → Send a web request

• Web request URL: https://profields-cloud.deiser.com/values/projects/{{project.id}}/fields/65934

• Headers:

  • Content-Type: application/json

  • Authorization: Bearer {{projectrakJwt}}  → defined in step 3

• HTTP method: GET

• Web request body: Empty

• Check: Delay execution of subsequent rule actions until we've received a response for this web request

5. Compare issue value with project value

Add component → New Condition → Advanced compare condition

• First value: {{webhookResponse.body.value.formatted}}

• Condition: does not equal

• Second value: Empty

6. Update the issue with the Projetrak value

Add component → New Action → Edit issue

• Choose fields to set: Country (issue)

• Value: {{webhookResponse.body.value.formatted}}