Automated Merge

Auto-merge rules can help you easily minimize the number of duplicates. Here is our step by step.

We will be slowly letting go off our auto-merge feature. This means that the new versions of the app won't support it anymore.

Rule creation

1. Select Projects and choose the project in which you would like to configure auto-merge.

2. Within Project Settings, select Issue Merger Auto-merge.

3. Click Add rule.

4. Once the rule configuration opens, click on the New rule to put a name for your rule.

   1. (optional) click on the text field under the New Rule in order to put a rule description

   2. If you don't want to enable the rule immediately after its creation, change the toggle status. By default - the toggle is set to ON.

5. Define the rule by selecting triggers, conditions and actions.

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

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.

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.

They 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 and 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 and 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

• Multi select or checkbox field contains all selected options

• Multi select or checkbox 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

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.

Possible tasks completed by Actions:

• 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

Managing auto-merge

For this procedure, you must be logged in as a user with the Project Administrator permission.

1. Choose Projects and select a project in which you want to configure auto-merge.

2. Under Project Settings, select Issue Merger auto-merge.

3. On the list you find all rules configured for the current project

   1. Click Add rule to create a new rule.

   2. Click on the rule to check the rule and edit it.

   3. Change the toggle status to define if the rule is enabled or disabled.

   4. Click the trash icon to remove the rule.