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Service Pack Data Center

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MERGE ISSUES

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CONFIGURATION

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Support

Sync next comments

This page explains how to automatically sync the next comments between merged issues.

During the manual merge, you can enable the sync of the next comments from source to target issue. The common use case is incidents and a problem relation. After first merging data from one incident to the problem, we usually want to have everything under the problem, even the comments that will be added later.

Steps

  1. On the source issue, click on the More dropdown. Select Merge action

  2. To enable sync comments, click on Sync next comments on the merge screen

  3. Proceed with a merge by clicking on the Merge button

Result

All information connected to sync comments is visible on the Synchronization panel on the issue. To stop sync, click on the pause icon.

Manual merge

This page explains how to merge issues manually. This is a basic feature of Issue Merger app.

Steps

  • On the source issue click on the More dropdown. Then select Merge.

  • When the Merge Dialog opens, select Target issue(s) and choose what fields and custom fields will be merged (you might also click Use preset to simplify your actions). You can also choose option from inlines Merge also and/or Actions after merge.

If you want to allow to select only one target issue, uncheck the Allows merge to many issues option in the .

This step is enabled by default, however field selection is skipped when Allows to select fields by user is disabled in the . Fields selected in Default fields to merge option will be used or when empty then fields from Fields from Merge scope.

  • You can enable Sync next comment. Read more about this feature .

  • To finish the merge, click on the Merge button.

project settings
project settings
global settings
here

Actions

Read how to use actions

Actions are the doers of your rule. They allow you to automate merging and make changes within your site, and can perform many tasks, such as editing issues, merging them, or adding comments.

  • Add reporter of source issue as watcher in target issue

  • Add reporter of source issue as request participant in target issue

  • Link source and target issue with link type

  • Transition source issue to status

  • Transition target issue to status

  • Add comment to source issue

  • Add comment to target issue

  • Merge selected fields

  • Merge fields as comment

Triggers

Read how to use triggers

Every rule starts with a trigger. They kick off the execution of your rules.

The app supports Issue created. It means that the rule will run when an issue is created in the current project.

About Service Pack (Issue Merger)

Documentation of Issue Merger for Jira Data Center

Introducing a free ITSM e-book with most common use cases, proven strategies and practical flows for agents inside! Download here

👋 Welcome to Issue Merger

With Issue Merger app, you can find and merge duplicated issues, reduce the number of issues with the same root cause, and clean up your Jira instance. Using dedicated automation, you can merge similar issues automatically, without any additional analysis from the users or service agents' side.

🏗 How does it work?

Fully integrated within Jira, every user can select issues to merge with another one. In the merge dialog, choose fields from the source issue which values you want to add to the fields in the target issue. The second merging option is defining automation rules by the project administrator, so every matching issue is merged by our app.

🔑 What are the key features of the Issue Merger?

Features include:

  • Manual merge option in a simple dialog on the issue or on the workflow transition

  • Support for system and custom fields, also from Jira Service Management

  • A definition on which status merging can be done

💪 What are the key benefits of using the Issue Merger?

Key benefits of using Issue Merger include:

  • Keep your Jira tidy - Clean up your projects by merging duplicated tickets. Do not store similar issues that artificially increase their number in the backlog.

  • Stay up to date with customer comments - Merge duplicated requests without losing the context. Select a synchronization option on the merge dialog. All new comments from source issues will be automatically synchronized into target issues.

  • Reduce the risk of mistake - Manually copying values between two or more issues may result in the loss of valuable information. Focus on selecting the correct fields to merge, and leave the copying of these values to us (and our app).

Your feedback is really important to us ❤️

If you like our app, don’t be shy! Share your opinion on the Atlassian Marketplace on the . Click Reviews tabs > Write a review. It will take you only 5 minutes to help us grow in Attlasian Community.

Possibility to link issues and add a customizable comment after merging (both on the source and target issues)
  • Ability to synchronize new comments for merged issues

  • Automated merging based on saved conditions

  • Save your time - If you see some pattern that qualifies issues to merge, create an automation rule instead of clicking each ticket separately.

    app’s listing

    Automation

    This page explains how to merge issues automatically.

    Steps

    1. Click on Settings (cog icon) > Manage apps

    2. Under Issue Merger click on Auto-merge

    3. Click Add rule

    4. The rule configuration opens:

      • Click on the New rule to put a name for your rule

      • Click on the text field under the New rule to put a rule description (optional)

      • Change the toggle status if you don't want to enable the rule immediately after creating it By default, the toggle is set to on.

    5. Click Save to save the rule

    🎉 Result

    The new rule has been saved and added to the list.

    Presets

    Read how to use presets to speed up merging issues

    Presets are templates, thanks to which you can save selected fields to be merged and use them multiple times.

    How to add presets​

    🐾Steps

    1. Choose Settings (cog icon) > Apps

    2. Select Issue Merger Pro > Presets

    3. Click

  • Define rule: select triggers, conditions, and actions

  • "Create new"
    button

    4. In "Name" text field write unique name for preset

    5. In "Select fields" droplist choose at list one field

    6. Confirm configuration by clicking button "Save"

    On that page you can find "Create new" button. Below you can find table which containt date like name, fields and actions.

    Create new

    • This button allows you to create new preset. To create new preset you must add at list one field and name. Name must be unique for every preset.

    Table

    • name - this column contains name of created preset. All presets are arranged by its creation time.

    • fields - this column contains fields which are part of preset.

    • actions - this column contains actions that you might perform on created preset. You can edit name and fields of created preset by clicking on the pen icon or delete it by clicking on bin icon.

    In case when you did not have any presets created there will be displayed one preset which is an example preset named Standard.

    Global settings

    This page explains all the Issue Merger options under global settings.

    Steps

    1. Choose Settings (cog icon) > Manage Apps

    Project settings

    This page explains all the Issue Merger options available under project settings.

    Steps

    1. Choose Settings (cog icon) > Projects > Select your project

    Select Issue Merger > Configuration
  • Adjust options to your needs

  • On that page, you can see three tabs. The first tab relates to merging settings. The second one applies merge issues screen. Third relates actions after merge.

    Merging settings

    • Project roles - this field limit merge feature to selected project roles. When this field is empty all of users will be able to change.

    • Groups - here you can set which groups will be able to merge issues.

    • Description format - here you can define how descriptions will formatted on target issues.

    • Comment merge mode - here you can find possibility to make restrictions for comment merging. You can choose what kind of comment you want to merge and define visibility of this.

    • Comment format - here you can define how comments will be formated after merging.

    • Merge descriptions as comment - here you can define how descriptions will be formatted in comment section.

    Merge issues screen

    • Merge multiple issues - after enabling this, you will be able to merge multiple issues into ticket(s)

    • Merge to multiple issues - after enabling this, you will be able to merge issues into multiple tickets

    • Merge also - here you can choose fields that will be easy accessible for users. We recommend that you choose the most frequently merged ones. When you will chose fields to this inline it will disappear from inline "Select fields to merge".

    • Actions after merge - here you are able to set actions which will be available after merging. Options should be available in the dialog after you set them.

    Actions after merge

    • Link issues - When set, merged issues will be automatically linked to each other. One will be set on source issue(s). The opposite link will be set on target issue.

    • Add comment to source issue - here you can write custom comment which be added to source issue after successful merge.

    • Add comment to target issue - here you can write custom comment which be added to target issue after successful merge.

    • Comment Date - here you can add the merged comment with the current date. Otherwise, the date of the comment when it was added to source issue will appear.

    • Add reporter to watchers - here you can add a reporter as a watcher.

    • Disable notification during merging - here you can disable the notifications during merging process.

    Select Issue Merger > Configuration
  • Adjust options to your needs

  • Project Configuration

    1. General

      1. Merging enabled in the current project - Here you can enable merging in current project

      2. Delete source issue(s) after merge - here you can enable auto deleting source issue after merging

      3. Preselect Sync next comments if available - here u can preselect the "Sync next comment" on the merge screen

    2. Projects - here you can restrict merging to only selected projects

    3. Fields

      1. Fields available to merge - only fields selected here will be available to select on Merge to dialog (by default there's no restrictions)

      2. Default fields to merge - Select which fields should be selected on the Merge dialog by default. You can select only from fields that are available to merge (setting above)

    4. Statuses

      1. Only the same status condition - Merge issues only if statuses are the same in merged issues

      2. Source issue status - If you choose at least one status, only issues in that status will be possible to set as source issues

    5. Jira Service Management

      1. Add reporter of source issue as request participant in target issue

    Conditions

    Read how to use conditions

    Issues that contains special characters in the text fields like summary or description might not be merged by auto-merge function. Special characters such as + - & | ! ( ) { } [ ] ^ ~ * ? \ : are not stored in the index, which means Issue Merger can’t search for them in the JQL.

    You can specify conditions that must be met for your rule to continue running.

    Conditions can be placed after triggers in the rule chain. If a condition fails, no actions following it will be performed. It's required to select at least one condition to save the rule.

    You can choose between meeting one or all of the listed conditions. Just click on the word "one" to switch to "all" and vice versa.

    Summary

    • Summary contains text

    • Summary contains summary of source issue

    Description

    • Description contains text

    • Description contains Description of source issue

    Priority

    • Priority is equal to

    Labels

    • One label is the same as in the source issue

    • Labels are the same as in the source issue

    • Labels contain any from selected labels

    • Labels contain all selected labels

    Components

    • One component is the same as in the source issue

    • Components are the same as in the source issue

    • Components contain any from selected components

    • Components contain all selected components

    Text field / text area

    • Text field or text area is the same as in the source issue

    • Text field or text area contains text

    Single selects, multi selects, radio buttons, checkboxes

    • Single select, radio buttons, multi select or checkbox field is the same as in the source issues

    • Single select, radio buttons, multi select or checkbox field contains any from the source issue

    • Single select or radio buttons field contains all selected options

    • Single select or radio buttons field contains any from selected options

    Number custom field

    • Number field is the same as in the source issue

    • Number field equals to chosen number

    • Number field is greater than chosen number

    • Number field is less than chosen number

    Issue Type

    • Issue Type is the same as in the source issue

    • Issue Type is equal to

    • Issue Type contains any of selected options

    Customer Request Type

    These conditions are only available in service projects.

    • Customer Request Type is same as in source issue

    • Customer Request Type is equal to

    • Customer Request Type contains any of selected options

    Other

    • The issue key must appear at least in one of the selected fields

    • Issue selected as target has one of given statuses

    • Created within given hours

  • Multi select or checkbox field contains all selected options

  • Multi select or checkbox field contains any from selected options

  • Target issue status - If you choose at least one status, only issues in that status will be possible to set as target issues
  • Transition source issue after merge - here you can enable the auto transition of source issue to selected status after the merge

  • Merge History

    This page explains how to preview all merge actions.

    Steps

    1. Choose Settings (cog icon) > Manage Apps

    2. Select Issue Merger > Manual Merge History

    3. Last 100 merge operations are displayed on the page

    All history is available in the Jira database table named 'AO_D6B0C3_ISSUE_M_HISTORY'

    Supported fields and custom fields

    This page shows what fields and custom fields are supported in Issue Merger app.

    Difference between Replace and Append

    Replace removes the old value and save a value taken from the source issue. Append adds selection to existing value (if possible).

    System fields

    Append

    Comments

    Append

    Description

    Specified format

    Due date

    Issue links

    Labels

    Append and Replace

    Priority

    Reporter

    Security

    Subtasks

    Summary

    Votes

    Append and Replace

    Watchers

    Append and Replace

    Worklog

    Custom fields

    Name or type

    Radio buttons

    Single, Multi and Checkbox Select

    Single and Multiline text field

    Jira Software

    Name

    Epic color

    Epic link

    Epic name

    Epic status

    Development

    Jira Service Management

    Name

    Approvals

    Approvers

    Customer Request Type

    Organizations

    Request

    Don’t you see an interesting field / custom field on the list? Contact us and we’ll add support (if it’s technically possible).

    Also, there are two options in the Global Configuration connected with Jira Service Management:

    • Merge comments into public

    • Add reporter to the participants list

    Name

    Type

    Assignee

    Attachments

    Sprint

    Rank

    Story points

    Satisfaction

    Satisfaction date

    Time to first response

    Time to resolution

    Request Participants

    Append and Replace

    Customer Request Type