How to transition a task after multiple sub tasks are transitioned to done

[Lex Baldridge]

Good morning, 

How should I transition a task after all of the subtasks equal done? I have 3 subtasks that all need to say done before I can use automation to transition the main task to the next step.

[arielei · Accepted solution]

Hello @Lex Baldridge 

1. Create an Automation Rule:

• Go to Project settings > Automation
• Click Create rule. 
  

2. Set up the Trigger: 

• Choose the Issue transitioned trigger.
• Set the To Status to "Done" (or the appropriate status for your workflow).
• Add a condition to specify that the trigger should only apply to sub-tasks. You can do this by adding an Issue Type condition and selecting "Sub-task". 
  
  

3. Branch the Rule for Parent Issue:

• Add a Branch rule action.
• Select Related issues as the branch type.
• Choose Parent as the related issue type. 
  
  

4. Add a Condition for Sub-tasks: 

• Inside the branch, add a Related issues condition.
• Select Sub-tasks as the related issues.
• Choose All match specified JQL.
• Enter the JQL status = "Done" (or your workflow's "Done" status) to ensure all sub-tasks are done. 
  
  

5. Transition the Parent Issue:

• Add a Transition issue action.
• Select the Transition the issue by option as Selecting the destination status.
• Choose the "Done" status (or your workflow's "Done" status). 
  
  

6. Save and Publish the Rule. 

Explanation:

• The trigger ensures the rule runs when a sub-task is moved to "Done". 
• The condition checks if the issue is a sub-task. 
• The branch rule allows us to work with the parent issue. 
• The related issues condition checks if all sub-tasks of the parent are in the "Done" state. 
• Finally, the transition action moves the parent issue to "Done". 

[Lex Baldridge]

Is there a way to specify where the parent is? There is a total of 6 different statuses and there are subtasks in 3 different ones.

For Example, the parent task is in in-progress and needs to be transitioned to phase 2 where a new set of subtasks are made. and once those are completed the parent can been moved to done.