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Autofill field 'customer' for child issues, if epic has 'customer' field filled

Mohsin Khan_6pxubb

I am looking for an automation that can help cascade the 'customer' field value to all the child issues once this field is filled in an epic. Also if an epic has 'customer' field filled, any child issues created should have the same customer field henceforth. I went through the options available in the JIRA automation, however this does not seem to be a simple one. Please assist.

Accepted answers

Darryl Lee

Hi Mohsin!

What kind of field is your 'customer' field? Is it an user field? A text or email field?

@Bill Sheboy previously offered an answer that is very similar to your request:

https://community.atlassian.com/t5/Jira-Software-questions/Copy-field-value-from-Epic-to-child-issue-with-automation/qaq-p/1421943#M175455

To quote him:

trigger: field changes

condition: issue type is epic

branch: on the epic's child issues
action: edit the field, copying from the trigger issue

You would just need to specify the 'customer' field is the one you're triggering off of.

If you have problems, it's best to take a screenshot of your rule and add it here.

All comments

Darryl Lee

Hi Mohsin!

What kind of field is your 'customer' field? Is it an user field? A text or email field?

@Bill Sheboy previously offered an answer that is very similar to your request:

https://community.atlassian.com/t5/Jira-Software-questions/Copy-field-value-from-Epic-to-child-issue-with-automation/qaq-p/1421943#M175455

To quote him:

trigger: field changes

condition: issue type is epic

branch: on the epic's child issues
action: edit the field, copying from the trigger issue

You would just need to specify the 'customer' field is the one you're triggering off of.

If you have problems, it's best to take a screenshot of your rule and add it here.

unknown

Hi @Mohsin Khan

@Darryl Leeanswer is perfect for this. When you update that field branch for epic children and edit the field using the value from the trigger.

Dan

Mohsin Khan_6pxubb

Will this work? I created automation based on above instruction:

Darryl Lee

That looks right to me. Did you test it?

The other thing you might want to do is decide whether it should be scoped to a single project, multiple projects, or to all projects. You would set that in the Rule details, and if you select multiple or all projects, you may be limited by the number of rule executions based on your plan type:

https://support.atlassian.com/jira-cloud-administration/docs/explore-jira-cloud-plans/