Automation HELP! Custom Fields editing Parent

Question

Heres the gist. We have a custom field for stories/sub-tasks called "migration blocker" (yes, no). We also have a dashboard showing all Stories, required for migration by sprint.

We're running into issues where a story will have 5 subtasks on it. 4 of which are required for migration, one is not. So I'd like to automate that when the 4 marked ("required for Migration" = yes) are done, the custom field on the Parent story changes "required for migration" to no, thus taking it off my dashboard.

From the start the story needs to show it's required for migration, as 4 of the 5 subtasks are, but once that's completed we no longer need to track it towards this specific deadline.

I made this automation, but I don't think it will work after looking at it because I need ALL subtasks marked 'Yes' to be done as well as if there are say, only 2 subtasks but neither are required for migration to automatically changes the story's custom field to "no".

Bill Sheboy · Accepted Answer

Hi @Casey_Jones  -- Welcome to the Atlassian Community!

If I understand you correctly, the workflow of your use case is:

* When an issue moves to Done
* And the issue is a sub-task
* Get the parent info (maybe with the temp variable feature)
* For the sibling sub-tasks* Are they all done?* If so, make the parent's migration "no"

Is this what you are describing?

I wonder about your edge case of 2 sub-tasks that were never set to migration "yes".  Why would the parent's migration be "yes" for those?

Best regards,

Bill

John Funk · Accepted Answer

Hi Casey - Welcome to the Atlassian Community!

I think I would probably trigger it off of any sub-task that moves to Done that has a value of Yes for the Migration Blocker.

Then take a look at the first use case in this article to see how to check on the parent and update it:

https://www.atlassian.com/software/jira/guides/expand-jira/automation-use-cases

Take a swing and that and post back what you come up with.  :-)

Ste Wright · Accepted Answer

Hi @Casey_Jones

If I've understood your need correctly:

* Five Sub-tasks are created - 4 Yes, 1 No
* When the 4 Yes Sub-tasks move to "Done"...
* Change the field value on the parent from Yes > No

If so, this is how I did it:

* Trigger: Issue Transitioned = Done
* Add a Branch: Set "Type of related issues" to Parent
* Add a Condition: Related Issues Condition - set "Related issues" to sub-tasks, Condition "None match specified JQL", and JQL to status != Done and "Required for Migration" = Yes
* Add an Action: Edit Issue - Choose to set the "Required for Migration" field to "No"
* Give it a name and publish it

^ The Condition checks each time a sub-task is moved to Done to see if there are any other issues which aren't in Done which still require migration. Using "None match" ensures absolutes against the 4/5 - as opposed to "some" or "all".

Let us know if this works for you!

Ste