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Once a field is updated in the EPIC I want the same field for all tasks in the epic to be updated.

Darrian Castillo

1) Is there a way to do this without doing a "bulk change"? I have attempted to write automation for this and based on the audit log it states successful, however when I go to check the field within the task it is still empty.

2) Is there a way to transition a specific issue to a different status once a field has been updated?

P.S i have no formal training on writing these so if you could please provide a solution in the simplest way possible lol

thank you all in advance!

Accepted answers

Trudy P Claspill

Hello @Darrian Castillo

When looking at the Audit Log for an Automation Rule you can get more details about what happened when the rule executed by clicking the Show More link. Please click that on the last successful execution of the rule and share what it says with us.

Screen Shot 2022-04-13 at 10.29.57 AM.png

Can you also provide screen images that show the details of each step in your automation rule?

Regarding your second question, yes, it is possible to automate changing an issue status when a field in the issue changes.

Do you want the status changed regardless of how the field is updated?
Does the transition depend on any field being updated, or a specific field?
When you say a "specific issue" what do you mean? Are you talking about a very specific single issue, or are you talking about a category of issues, or ?
Are there any workflow limitations that would block transitioning the issue to the desired status?

Filipi Lima

To summarize the answer given in the thread - make sure the Edit fields component is copying from the Epic issue or Trigger issue.

Using Copy from current issue literally copies from the same issue you're editing (not the parent/epic) which will return a Success results but not change the value at all.

All comments

Trudy P Claspill

Hello @Darrian Castillo

Screen Shot 2022-04-13 at 10.29.57 AM.png

Can you also provide screen images that show the details of each step in your automation rule?

Regarding your second question, yes, it is possible to automate changing an issue status when a field in the issue changes.

Do you want the status changed regardless of how the field is updated?
Does the transition depend on any field being updated, or a specific field?
When you say a "specific issue" what do you mean? Are you talking about a very specific single issue, or are you talking about a category of issues, or ?
Are there any workflow limitations that would block transitioning the issue to the desired status?

Darrian Castillo

Hi @Trudy P Claspill

Thank you for your quick response. Please see screenshot below of the "show more". This reflects it updated all of these issues, which is exactly the issues that need to be updated.

For example: If the EPIC field "Greenlgiht Date" (which is the date picker format) is updated - I want all issues with the same field "Greenlgiht date" within the EPIC to be updated.

Additionally, here are images of the details for each step.

Do you want the status changed regardless of how the field is updated? I want the status to change once a date is added to a specific field for specific issue. For example: In addition to the above requests, I want the issue "FPFV" to transition to the status "Scheduled" once the field "Greenlight Date" is updated from the EPIC - I hope that makes sense
Does the transition depend on any field being updated, or a specific field? A specific field.
When you say a "specific issue" what do you mean? Are you talking about a very specific single issue, or are you talking about a category of issues, or ? A single issue within the EPIC
Are there any workflow limitations that would block transitioning the issue to the desired status? no.

Filipi Lima

The problem I see is on your *Edit* step.

When you refer to "from Current Issue" it is referring to the child issue you're currently iterating over, causing this update to make no change.

Click on the *...* in front of Copy Greenlight Date from Current issue and change it to Copy from epic or Copy from trigger issue.

Cheers!

Filipi Lima

Darrian Castillo

Fillipi!!

oh my gosh! thanks so much!! It worked!! if I wanted to do that for other fields would i have to create separate automation?

Filipi Lima

To summarize the answer given in the thread - make sure the Edit fields component is copying from the Epic issue or Trigger issue.

Using Copy from current issue literally copies from the same issue you're editing (not the parent/epic) which will return a Success results but not change the value at all.