Required
To perform this use case, you need to have technical knowledge. If you need any kind of help, you can contact us through help@deiser.com

- 1.1 Rule 1: Whenever a work item is created, if a Projectrak field value is populated, a Jira custom field in that work item should also be populated.
  - 1.1.1 00. Previous steps
  - 1.1.2 01. Create an automation rule
    - 1.1.2.1 Step 1. Configure trigger
    - 1.1.2.2 Step 2. Get value from the Project field "Country (project)"
    - 1.1.2.3 Step 4. Get the authorization token
    - 1.1.2.4 Step 5. Get value from the Project field "Country (project)"
    - 1.1.2.5 Step 6. Compare work item value with project value
    - 1.1.2.6 Step 7. Update the work item with the Projetrak value
2 Rule 2: Update work items with Projectrak value every day

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

00. 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 (work item)" in Jira. (Please, keep in mind that the field "Country (work item)" is only an example)

01. Create an automation rule

Step 1. Configure trigger

Create a new trigger → Work item created

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

Add component → New condition → Work item fields condition

Step 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

Important:
If you don’t have already created a Projectrak API token , you have to do so as described in the first steps of the above link. If you have already got it, you can reuse it.

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

Add component → New action → Send a web request

For this example, our Country (project) from Projectrak has the ID: 65934

Replace using your own ID

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

Step 6. Compare work item value with project value

Add component → New condition → Advanced compare condition

First value: {{webhookResponse.body.value.formatted}}
Condition: does not equal
Second value: Empty

Step 7. Update the work item with the Projetrak value

Add component → New action → Edit work item

Choose fields to set: Country (work item)
Value: {{webhookResponse.body.value.formatted}}

Rule 2: Update work items with Projectrak value every day

Step 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 work item in the query

Step 2. Check Country (work item) field is not empty