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How to create automation rule for each condition matched

SJ
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September 15, 2025

Hi, I'd appreciate experts' help on this as I've been wracking my brain over it. 

Project: company managed
Issue types in scope: Epic and Task
Link type: Task “blocks” Epic
Task statuses: To Do, In Progress, Complete
Task Story Points: 0, 1, 2, 3
Epic custom statuses: Red, Amber, Green, Black (RAG + B)
Trigger: When a Task updates its Story Point field.

Target Epics to evaluate:
1. From the Task that triggered the rule, find all Epics that this Task blocks. Note that a task may block more than 1 Epic, so for each such Epic, run the evaluation steps below independently.

2. How evaluation runs on each trigger:
- For each of those Epics, fetch the full set of Tasks that block it.
- Read the Story Points of ALL those blocking Tasks, not just the task that initially triggered.
- Ignore SP 0 during risk evaluation, except for the “all zero” check.
- Decide the Epic’s RAG using the rules below, then transition the Epic to that status.

In this model, a Task’s workflow status does not affect the RAG calculation. Only Story Points matter. 

Definitions
For the set of Tasks that block the Epic:
* c1 = count with SP 1
* c2 = count with SP 2
* c3 = count with SP 3
* n = c1 + c2 + c3 (all non-zero SPs)
* Zeros are ignored for n, except when every blocker is zero.

Decision rules and precedence
Evaluate in this order. The first match wins.
1. Black
All blocking Tasks are SP 0.
Equivalent: n = 0.

2. Green
All non-zero blocking Tasks are SP 1.
Equivalent: c1 > 0 and c2 = 0 and c3 = 0

3. Red
SP 3 is the most common Story Point value among all non-zero blockers.
Equivalent: c3 > c1 and c3 > c2

4. Amber
Anything else that is not Black, not Green, and not Red.

1 answer

0 votes
Marc - Devoteam
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September 15, 2025

Hi @SJ 

Welcome to the community.

Whenever you ask for help with an Automation Rule it will help us to help you if you provide:

1. what type of project is this (e.g., company-managed, team-managed, etc.), 

2. images that show your complete rule.

3. images showing the details of any relevant actions/conditions/branches.

4. images showing the Audit Log details for the rule execution.

5. Explain where the issue is.

These questions are not for not willing to help, but to have community members understand on how automation works.

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