How do you automatically move Epics to Done when all children are done or cancelled?

[Natalie Cotela]

Hi there,

How do you build an automation that automatically closes epics once all children are in a done status? 

I see that the automations have to start with a trigger and just not sure how to set it up. 

Thanks!

[Tudor Tofan · Accepted solution]

Hi @Natalie Cotela !

Adding on what @Valerie Knapp said, each Jira project also contains the library. You can pick the same automation from there, so you don't have to manually recreate it into your project.

When you open the automations section, it should open directly into "Templates".

In the templates section you scroll down until you find the automation you are looking for

Then, you click on the automation, make the necessary ammendments, click "Turn on rule" and you are good to go!

The only thing you need to ammend in the following:

In the second condition, you need to change from "Subtasks" to "Children". Of course, if you are using different statuses, like "Done" or "Closed", you need to change the status names as well.

[Valerie Knapp · Accepted solution]

Hi @Natalie Cotela , thanks for your post.

Please have a look at the automation library for some ideas to help you get started - https://www.atlassian.com/software/jira/automation-template-library/rules#/rule-list?systemLabelId=all&page=1&pageSize=20&sortKey=name&sortOrder=ASC 

This rule might be a good example to try to modify to your case - https://www.atlassian.com/software/jira/automation-template-library/rules#/rule/140671 

I hope this helps you.

Cheers

[Bill Sheboy]

Hi @Natalie Cotela 

Yes, and...to the suggestions from Valerie:

Atlassian supplies built-in templates for this scenario.  To use them please try this:

• from the rule list
• select templates
• find this rule, and select it for use: When all child work items are completed → then close parent
• modify the rule to add any additional conditions you need
• test to confirm it works for your scenario

Kind regards,
Bill

[Natalie Cotela]

Those worked! Thank you!