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Automatically assigning the assignee as per epic name

SandeepSingh R
Contributor
August 25, 2023

Hi folks 

 I have 5 teams i am creating epics having child tasks . i am looking for automation if i select Hardware it assign to user1 ,Embedded it assign to user2 

2 answers

0 votes
SandeepSingh R
Contributor
August 31, 2023

log.PNG

0 votes
Bill Sheboy
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August 25, 2023

Hi @SandeepSingh R 

That seems possible to implement with an automation rule. And...

Using automation requires learning and experimentation.  I encourage you to try to create the rule, and if you run into challenges, post images of your rule and the audit log details, describe what is not working as you expect, and the community can help.

To get you started on creating your rule, please refer to these documentation and example sources: 

Kind regards,
Bill

SandeepSingh R
Contributor
August 27, 2023

Untitled.png

This is how i tried to do

Like Bill Sheboy likes this
SandeepSingh R
Contributor
August 27, 2023

Thanks for the reply 

Bill Sheboy
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August 28, 2023

Is your rule working as you expected?

It does seem to have a problem: the issue type for Epic is only tested once.  Please consider separating that as a basic condition, and move it immediately after the trigger.  Then the if/else tests will not need it.

SandeepSingh R
Contributor
August 28, 2023

No its not working, can you suggest the flow or write it for the reference, so that i can build further

Bill Sheboy
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August 29, 2023

Please describe how it is not working as you expect.  

To provide more context, please post an image of the audit log details showing the rule execution when it does not work as you expect.

And did you see my comment about the condition test on Issue Type is epic?  As that is only in the first condition, it is possible non-epics would be selected for the later conditions (i.e., the else/if conditions)

SandeepSingh R
Contributor
August 29, 2023

Should i select for all issue types

Bill Sheboy
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August 30, 2023

As you wanted to do this for epics, I was suggesting to perform the issue type test first, and then the others.

For example:

  • trigger...
  • condition: issue type is Epic
  • if/else condition for epic name equals Initialize
    • assign as needed
  • else/if condition for epic name equals Hardware
    • assign as needed
  • and so forth...
SandeepSingh R
Contributor
August 31, 2023

sorry didnt get you can you send snapshot

SandeepSingh R
Contributor
August 31, 2023

log.PNG

Bill Sheboy
Rising Star
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August 31, 2023

Would you please post an image of your current version of the rule?  I suspect one or more of your actions is an incorrect type now.

And...if possible try to post the entire rule in one image; that will help confirm the rule matches what you are posting.  You can capture the entire rule either using a browser addon for scrolling image capture or a separate screen capture application.

SandeepSingh R
Contributor
August 31, 2023

rules.pngrules1.pngUntitled.png

SandeepSingh R
Contributor
August 31, 2023

I wanna assign following TASK, story, subtask to the same person under that epic, 

eg Epic Project: to Ravi

under Epic Project 

Task 1 : Ravi 

Task 2: Ravi

.

.

.

.

.

Bill Sheboy
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September 7, 2023

Please look at my earlier post in this thread as you still appear to have your conditions incorrectly set up:

https://community.atlassian.com/t5/Jira-Software-questions/Re-Re-Automatically-assigning-the-assignee-as-per-epic/qaq-p/2464401/comment-id/287140#M287140

SandeepSingh R
Contributor
September 8, 2023

I need help in correcting it, I know its incorrect

Bill Sheboy
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September 8, 2023

Please separate the tests in the condition checking the Issue Type and Epic Name, such as I described earlier.

  • trigger...
  • condition: issue type is Epic
  • if/else condition for epic name equals Project Initialize
    • assign as needed
  • else/if condition for epic name equals Hardware
    • assign as needed
  • and so forth...
SandeepSingh R
Contributor
September 12, 2023

Thanks for the reply the above conditions are working previously, but I need even subtasks under same epic to be assigned to same person

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