Populate Goals in epic from Saga

[Ramesh Krishnan]

I have Goals under Saga. when i create epic, this goals to be populated in epic based on Goals from Saga. i tried to create script, but Goals fields is not showing existing attributes.

Would you able to help on that.

[Trudy Claspill · Accepted solution]

Hello @Ramesh Krishnan 

Can you please show us the script you created?

Is Saga another work item type? Has the work item type hierarchy been modified in your environment so that Epics are child items under Sagas?

Assuming the above is the case (Sagas are work items that are parents to Epics), you could use an Automation rule to copy the Goal from the Saga to the Epic when the Epics is created.

However, you need to think about other scenarios that could impact what the Goal value should be:

1. What if the Epic is removed from the Saga?
2. What if the Epic is added to a Saga after the Epic has been created?
3. What if the Goal value in the Saga is changed?
4. What if the Goal value in the Epic is manually changed?

You may want to review this great article from @Bill Sheboy that talks about synching (and summing) information between parent and child work items.

Automation concepts – Sum or Synch Fields with Parent and Child Work Items 

[Bill Sheboy]

Hi @Ramesh Krishnan 

Yes, and...to the suggestions from @Trudy Claspill 

Do you mean the Goals from Atlas / Atlassian Home? 

If so, those cannot be set in automation rules yet as there is no pubic REST API endpoint supporting them (and thus rules have no action for them).  Here are the suggestions to add those features:

• https://jira.atlassian.com/browse/AUTO-1683
• https://jira.atlassian.com/browse/ATLAS-78

Kind regards,
Bill

[Trudy Claspill]

That's what I get for not testing the rule. The correct field would be "Goals" (plural). In my example I found "Goal" which is not the same field 

As @Bill Sheboy correctly noted, it is not possible to set the Goals field in Automation.

[Tomislav Tobijas · Accepted solution]

Hi @Ramesh Krishnan ,

Can you maybe explain what "Saga" is? Are you referring to a Jira space name or something else? 

Linking Goals and Jira is relatively simple > here's the official article about it: Link work to goals on a work item 
Here's one more support article related to the topic: Understand how Jira works with goals and projects in Atlassian Home 

Are you a Jira or Organization admin in your company? If not, have you tried reaching out to them to see if they can help you troubleshoot this? 👀

Cheers,
Tobi