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Projectrak as action - Overwrite a Jira Custom field value with a Projectrak field value

Owned by Federico Baronti Beltramo
Last updated: Apr 14, 2023 by Carlos Morán Batuecas
3 min read



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

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: https://deiser-apps.atlassian.net/wiki/spaces/PROJECTRAKCLOUD/pages/1641490/How+to+create+a+Projectrak+authorization+in+Automation+for+Jira?src=search

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.

 

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



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

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: https://deiser-apps.atlassian.net/wiki/spaces/PROJECTRAKCLOUD/pages/1641490/How+to+create+a+Projectrak+authorization+in+Automation+for+Jira?src=search

 

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}}