How to copy the value of a custom field from Initiatives to Epics using automation for Jira.

Luca Calderone_348gle

Hi there,

We are looking at propagating the value of a Custom field from Initiatives to Epic and then down to Stories every time that field is populated or edited on the Epic.

We use Parent Link to connect Initiative - Epic and Epic link to connect Epic - Stories.

I am looking at using Automations, and currently struggling with the Rule to copy the value from Initiatives to Epics.

We'd then use a second simple Automation (which would be triggered by the first one) to propagate the same value down to the related Stories.

First Automation:

• When: Value changes for "custom field name"
• For JQL: Type = Epic <-- this would update all the Epics and not only the one/s in question.
• Then: Edit issue fields "custom field name"

Second automation:

• When: Value changes for "custom field name"
• For Stories
• Then: Edit issue fields "custom field name"

 Allow rule trigger

 

Thanks in advance!

 

Walter Buggenhout

Hi @Luca Calderone,

Your automation rule is missing a branch, which tells it to update the child issues from your triggering issue.

The rule should look somewhat like this:

 

In the edit issue fields action, select the option copy from trigger issue. I've used assignee in this example, but you can obviously replace that with the custom field you want to sync.

Hope this helps!