There might be a need to set a Tempo Account on an issue based on certain rules. With Automation for Jira this can easily achieved and there are several options to choose from. In this tutorial we focus on setting a Tempo Account in the event of the creation of a Jira issue. We will set the Tempo Account based on the Account that is set on the Epic for the issue we will create.
Instructions
Set up an automation rule under projects->settings->automation.
As the trigger for the automation choose “Issue created”.
Add a new action.
Select “Edit Issue” and in the field to set choose the Tempo “Account” field.
In Operations pick “Copy from” and in the dropdown where the value to copy from choose “Epic issue”.
Save and publish the automation.
Create a new issue in the project and select an Epic link where the Tempo Account value has been set.
You will notice that the Tempo Account value has been inherited from the Epic.
There are many rules available and the approach above could be used for many other use cases.