I've created an automation where when a checkbox is checked on a record in one table ("Assets") it creates a story/issue in Jira I have a second table ("Jira Sync") that is the real time sync to all the jira issues/stories.
My desire is to automate the Link/lookup of the jira record id (Key) to be assigned back to the Assets table but this is the part i cannot untangle. I know there's a way to automate a vlookup between two tables so i could match on the "Summary" field which should be an exact match between the two tables but I'm not sure how to execute that - would the trigger be when a new record is created on the Jira Sync table?
Further more, once the Jira Key is mapped back to the Assets table, can i create an automation where if i update any of those fields on the Assets table (trigger= when a record is updated) it will update the issue in jira. thereby creating a two way sync?
thank you!
Best answer by TheTimeSavingCo
thanks Adam. replying to: "I assume you're pushing the created Jira key back into the Assets table, right? If so, may I know what issues you faced when using this guide?" That's where I am lost.. how do i push the created Jira key back to the Assets table? the guide was a bit confusing for me. Do i have to create a check box to trigger the lookup? or can it happen when a new record is added to the Jira Sync table? Or can it happen when the new jira ticket is created successfully. Then is my find records condition if Summary line on Asset Table matches Summary Line on Jira Sync table then assign Jira Key from Jira Sync table to Jira key on Asset Table? sorry for my confusion
re: how do i push the created Jira key back to the Assets table?
You wouldn't use another automation to do it, you'd just add an "Update record" action to the same automation
--- re: Then is my find records condition if Summary line on Asset Table matches Summary Line on Jira Sync table then assign Jira Key from Jira Sync table to Jira key on Asset Table?
It'd be the field that contains the Jira ID in the Jira Sync table matches the field that contains the Jira ID in the Assets table!
When the Story/Issue gets created in Jira, I assume you're pushing the created Jira key back into the Assets table, right? If so, may I know what issues you faced when using this guide? https://support.airtable.com/docs/linking-existing-records-using-automations. The trigger would be when a record gets created on the Sync table yeah
--- re: Further more, once the Jira Key is mapped back to the Assets table, can i create an automation where if i update any of those fields on the Assets table (trigger= when a record is updated) it will update the issue in jira. thereby creating a two way sync?
Yeap that should be possible; would use the same logic in the guide above!
thanks Adam. replying to: "I assume you're pushing the created Jira key back into the Assets table, right? If so, may I know what issues you faced when using this guide?" That's where I am lost.. how do i push the created Jira key back to the Assets table? the guide was a bit confusing for me. Do i have to create a check box to trigger the lookup? or can it happen when a new record is added to the Jira Sync table? Or can it happen when the new jira ticket is created successfully. Then is my find records condition if Summary line on Asset Table matches Summary Line on Jira Sync table then assign Jira Key from Jira Sync table to Jira key on Asset Table? sorry for my confusion
thanks Adam. replying to: "I assume you're pushing the created Jira key back into the Assets table, right? If so, may I know what issues you faced when using this guide?" That's where I am lost.. how do i push the created Jira key back to the Assets table? the guide was a bit confusing for me. Do i have to create a check box to trigger the lookup? or can it happen when a new record is added to the Jira Sync table? Or can it happen when the new jira ticket is created successfully. Then is my find records condition if Summary line on Asset Table matches Summary Line on Jira Sync table then assign Jira Key from Jira Sync table to Jira key on Asset Table? sorry for my confusion
re: how do i push the created Jira key back to the Assets table?
You wouldn't use another automation to do it, you'd just add an "Update record" action to the same automation
--- re: Then is my find records condition if Summary line on Asset Table matches Summary Line on Jira Sync table then assign Jira Key from Jira Sync table to Jira key on Asset Table?
It'd be the field that contains the Jira ID in the Jira Sync table matches the field that contains the Jira ID in the Assets table!
You wouldn't use another automation to do it, you'd just add an "Update record" action to the same automation
--- re: Then is my find records condition if Summary line on Asset Table matches Summary Line on Jira Sync table then assign Jira Key from Jira Sync table to Jira key on Asset Table?
It'd be the field that contains the Jira ID in the Jira Sync table matches the field that contains the Jira ID in the Assets table!
Thank you so much! I started over from scratch, followed these instructions and succeeded. Appreciate your help!
