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Step 4. Set Up Status Auto-Updates

Automatically update Idea statuses when linked Issue statuses change. Keeps public Ideas and internal Issues synchronized without manual updates.

Access settings

  1. Navigate to the Voting Board settings.

    Voting Board settings
  2. Select Automation from the left menu.

  3. Click Status Auto-Update Rules.

    Status Auto-Update Rules menu

Create status update rules

  1. Click +New Rule.

    New Rule button
  2. Set Trigger Condition to Issue Status.

    Trigger Condition dropdown
    informacao

    Custom Event triggers are system defaults. Select from existing events only. Need more automation conditions? Contact us via chat.

    Custom Event conditions
  3. Select the platform where your Issues are tracked (Ducalis or your task tracker).

    Platform selection
  4. In When status is, choose the Issue status from your task tracker.

    Issue status selection
  5. In then update Voting Idea to, choose the corresponding Idea status.

    Idea status selection

    Example: When a Jira Cloud Issue changes to In Progress, the linked Idea automatically updates to In Progress.

    Example rule configuration
  6. Click Save Rule.

    Save Rule button
  7. Repeat steps 1-6 to create rules for all your statuses.

    List of created rules

What's next?

Continue to Step 5: Announcements of released features on the Changelog page to learn how to keep customers updated about new releases using the Changelog page.

Changelog page
Atualizado: Esta semana