Automation to restrict epic from transitioning to 'done'

[Mohsin Khan]

Team,

My use case is that I do not want users to be able to close an epic (change status category to 'Done') if it has any open (status category != done) child issues. Basically I want to restrict users from closing an epic unless all child issues are closed. I tried taking help from ROVO AI but the automation does not work. Can you please help?

[Mikael Sandberg]

Hi @Mohsin Khan

Welcome to Atlassian Community!

Automations run after an action happens to the work item, and would not be able to prevent your epic to transition to done if child issues are still open. You would need an app from the Marketplace that extends the rules, one example is JMWE that has a rule that would allow you to prevent the transition on the epic if linked work items are not in the right status. There are other apps that can do this too.

[Staffan Redelius]

Hi @Mohsin Khan 

There is a way to do this with automation

Create a automation that looks like this:

This requires you to have a backloop from "Done" to "In progress" in the workflow.  

You might also want to send a message to he user who trigged the rule otherwise they might get confused why the Epic popped back to In progress.

Might not be the prettiest but gives you some ideas to continue to explore

Best regards,
/Staffan