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Status automation

Status automation keeps Idea statuses in sync with their linked issues. When you change an issue status in Ducalis or your task tracker, the linked Idea automatically updates to match—no manual work needed.

Why automate statuses:

  • Voting Board reflects current progress in your backlog
  • Eliminate manual status updates
  • Keep task tracker and Voting Board synchronized

You configure automation by creating rules. When an issue status changes, the linked Idea status updates automatically. For example, when a Jira issue moves to In Progress, the linked Idea automatically updates to In Progress.

Access automation settings​

  1. Open your Voting Board.

  2. Click Settings.

    Settings button location

  3. Select Automation from the left menu.

    Automation menu option

Default automation rules​

Your account includes default rules that automatically move Ideas between statuses to keep your Inbox clean and Ideas current.

Default automation rules list

Default rules use 'Custom Event' triggers. You can't create your own custom events, but you can contact us to request additional triggers.

Custom event trigger configuration
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Need more automation conditions? Message us via chat and we'll discuss adding them.

Create automation rules​

  1. Click +New Rule.

    New Rule button

Set trigger condition​

  1. To move Ideas based on task tracker or Ducalis statuses, set Trigger Condition to Issue Status.

    Issue Status trigger selection

  2. The Custom Event condition is a system trigger—you can only choose from existing events.

    info

    Need custom automation conditions? Message us via chat.

    Custom event options

Select issue status​

In When status is, choose the issue status from your task tracker. The dropdown shows available statuses from your tracker.

Issue status dropdown

Select Idea status​

In then update Voting Idea to, choose the Idea status you want applied when the rule triggers.

Idea status selection

Click Save to create the rule.

Add webhook condition (optional)​

Use webhooks to update Idea statuses based on production releases instead of tracker status alone.

Sometimes a tracker status of "Done" doesn't mean the feature is released to production. The webhook condition moves Ideas to Done status only after the actual release, eliminating manual status management. Learn more about webhook configuration.

Webhook condition setup

Resolution field (Jira only)​

If you've connected Jira Cloud or Jira Server and linked Ideas to Jira issues, you can use the Resolution field for automation.

Resolution field option

A Jira issue can have a Done status without being truly complete. Configuring the Resolution field lets you move Ideas to different statuses based on resolution type—such as Postponed or Cancelled—instead of always using Done.

Resolution field configuration

Repeat these steps to create rules for all your statuses.

Last updated: Today