JPD and Epic relation

[Tejas_Salke]

How do i pull all the epics that are delivering JPD Idea using JQL, for example in the screenshot below I have an JPD idea ("TEST IDEA") that is being delivered by an Epic ("TEST EPIC")

I have a custom field Investment Category at epic level that i want to automate value assignment if delivering an Idea using the automation feature. Some thing like

if type = Epic

and is delivering idea

then investment category = Feature Roadmap

[Bill Sheboy · Accepted solution]

Hi @Tejas_Salke -- Welcome to the Atlassian Community!

When do you want to set the field in the Epic?

For example, an automation rule could be used to check when an Epic is added as a "Delivery Ticket" to an Idea, and then set the field.  The rule would:

• be triggered when a work item is linked,
• use a global or multiple project scope (Your Jira Product Admin will need to make this change), 
• check that the {{destinationIssue.issueType.name}} equals "Idea" with a Smart Values Condition
• and then set the field in the trigger work item.

The link type used by Jira Product Discovery (JPD) is unique and directional, and so the trigger work item will also be the Epic.

To help you get started creating your rule, please see this documentation: https://support.atlassian.com/cloud-automation/docs/jira-cloud-automation/

Kind regard,
Bill

[Tejas_Salke]

Thanks @Bill Sheboy for your prompt reply and appreciate your help. It makes sense to run the automation on when the link is added and it seems your solution worked. I'm sharing the rule below in case anyone else run into similar question