How to auto change the work item assignee from dev to tester?

[Jerry Rodriguez]

Im looking to auto change the work item assignee when the state changes from in progress to qa. I want the work item assignee to be the test sub-task assignee.

[Bill Sheboy]

Hi @Jerry Rodriguez 

What have you tried thus far to solve this need?

If you have a rule that is not working, context is important for the community to help.  Please post the following:

• what version of Jira are you using: Cloud, Server, or Data Center
• for Cloud, what type of project is this: company-managed, team-managed, JPD, etc.
• an image of your complete automation rule in a single image for continuity
• images of any relevant actions / conditions / branches
• an image of the audit log details showing the rule execution
• explain what is not working as expected and why you believe that to be the case

If you have not started are rule yet, I encourage you to try to do so.  Successfully using automation rules requires learning and experimentation.

To help you get started, your rule could:

• use a work item transitioned trigger
• use a condition to confirm the type, so it is clear there is a subtask
• use the lookup work items action with JQL to find the correct subtask with its assignee
• finally, use the edit action to update the trigger work item's field

Kind regards,
Bill

[Jerry Rodriguez]

Thanks Bill! Im going to apply your suggestions now. Ill post with more context in a few if unsuccessful.

[Bill Sheboy]

Hi @Jerry Rodriguez 

Just following up to check if this answered your question.  If so, please consider marking this one as "answered".  That will help others with a similar need find solutions faster.  If not, please let the community know what help you need with the rule changes.

Thanks!

[David Friedrich]

Hi @Jerry Rodriguez , assuming you are using Jira cloud, this set up of a single automation rule should work for you:

• Project settings → Automation → Create rule.
• Trigger: Issue transitioned
  From status: In Progress
  To status: QA
• (Optional) Ensure this only runs on parent issues:
  Issue fields condition → Issue type is not Sub-task
• Find the Test sub-task under the parent
  Lookup issues with JQL:

  parent = {{issue.key}} AND issuetype = "Test" AND assignee IS NOT EMPTY ORDER BY updated DESC

(Adjust the issue type name if your Test sub-task is called something else.)

• Only proceed if one exists
  Advanced compare condition
  First value: {{lookupIssues.size}}
  Condition: greater than
  Second value: 0
• Copy the assignee to the parent
  Edit issue (this edits the current/parent issue) → open More options (JSON) and use:

  {"fields": {
  "assignee": {
  "id": "{{lookupIssues.assignee.accountId}}"
  }
  }
  }

(Nice to have) Add a comment or an Audit Log action:

Set assignee to {{lookupIssues.assignee.displayName}} 
from sub-task {{lookupIssues.key}}.