Allow Transition Epic to Done when all tasks are Done

[Aravindh P]

Hi All,

I have created one Jira Automation, The rule is, if user tries to edit the epic's status to "Done", it should check all it's tasks status, if any one of the task's status is not "Done" then it shouldn't allow user to transition the epic to "Done" (should revert back to it's original state or to "In Progress").

Attaching the screenshot below for reference, I'm blocked in the last step, it is working fine till the "Related Issue", I just need to change the epic back to "In Progress" or revert back to its original state.

Can anyone help me to resolve this? Thanks in Advance.

[P Shashank Reddy]

Hi, 

You may use the "Condition" in the Epic Workflow to restrict the Transition to "Done".

[Aravindh P]

Hi Shashank,

I'm not sure where should I use the "condition", can you help me?

[P Shashank Reddy]

Hi, 

Do you need to restrict the users from moving the epic or else you want to automate the Epic transition based on the issues under the epic?

1. If you want to restrict, use the condition on the Epic workflow as below.

2. or else If you want to automate, make the automation rule as below.

[Aravindh P]

Hi @P Shashank Reddy ,

Below is the automation rule I have developed; can you have a look at it and tell me if this is a better method?

I appreciated your quick response!

[P Shashank Reddy]

Hi @Aravindh P ,

Per best practices, you can use the Automation above, which I gave you, and use a condition on the Epic Workflow, as shown below. So that when the child issues are closed, your Epic will be closed automatically.

Or else, you can have conditions based on the user-specific role.

[Aravindh P]

Hi @P Shashank Reddy ,

Thanks for the response.

But the question is not that.

I'm looking for a solution: the automation should not allow the user to close a parent task when any of the child tasks are in an open state.

Appreciate your time.

[P Shashank Reddy]

Hi @Aravindh P 

Yes, I know what you are trying to achieve.

But it's not the best practice to achieve it. You are moving the issue from "Done" to "In progress"!

[Maciej Dudziak _Forgappify_]

Hi @Aravindh P

It is not possible to prevent a transition using Automation; you can only revert it (i.e., transition the issue back to its previous status). If you want to prevent the transition, you need to focus on workflow conditions or validators. While there is no out-of-the-box validator, there are apps on the Atlassian marketplace that provide Jira expression-based validators to help you achieve this.

I am from Forgappify, and we developed the Linked Issues Validator available as part of the Workflow Building Blocks for Jira app. With a wizard-like UI, you can select options that represent your case. You can choose relations from: sub-tasks, parent issues, epic children, and linked issues. Additionally, you can filter relations by issue types and select criteria based on status category and status.

I hope it would help.

Cheers