Help with setting up workflow to sync and limit status of stories and sub-tasks

[Magnus Ottosson]

Hi,

I have setup a kanban board and I have enabled the backlog. In then boad I have the column "todo" which shows stories and tasks that are in the "todo" status.

I noticed that I can set a sub-task to "todo" even if the parent is still in "backlog". This will show the task in the bard (and the story since I have swimlanes based on stories).

I would like to do four things:

1. Configure the workflow so that sub-tasks can only go to the todo state if the parent story is in todo state.

2. When I transition a story from backlog -> todo All sub-tasks which are in "backlog" should transition to todo.

3. When the story is in todo state the sub-task can not go back to backlog state.

4. Stories without sub-task should only be able to have the backlog state.

I guess that this should be possible by setting up my own workflows but I could use a hand please :)

[Petter Gonçalves]

Hello Magnus,

1 - You can use the Validator Parent Status Validator on the To-do transition of your Sub-task's workflow.
This validator will prevent you from moving your sub-task issues while their parent is in the Backlog status.
To configure it, Navigate to Project Settings > Workflows > Click on the transition > Validators

2 - For this kind of customization, you will need a plugin. There's a lot of solutions available on Atlassian Marketplace, but I would like to recommend you the Automation Lite for JIRA Cloud (Free for 300 executions per month), so you can create a simple rule like the one below:

3 - You can use the same validator provided on Step 1

4 - You will need to use a plugin for this functionality too. Here's the Automation rule: