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How to use smart values based on financial year to link epic to specific parent initiative

Wendy Chen_7zxpyr

Hello! For background, I'm trying to create an automation rule that says when an epic (with a certain label) is created, then a set of stories will be created under that epic. I want to link this epic back to the appropriate parent initiative, based on the financial year. How would I accomplish this with smart values?

Accepted answers

Mark Segall

Hi @Wendy Chen

What is the data point on which that financial year would be queried? Is it a field on both the epic and Initiative or something else?

All comments

Mark Segall

Hi @Wendy Chen

What is the data point on which that financial year would be queried? Is it a field on both the epic and Initiative or something else?

Wendy Chen_7zxpyr

The financial year is a field in both the epic and initiative. The name of the parent initiative also has "FY23" in the beginning.

Mark Segall

Ok - Assuming you have a single initiative for each fiscal year, you could do something like this:

TRIGGER: Issue Created
CONDITION: Issue Type = Epic
ACTION: Lookup Issues
- Issue Type = Initiative AND YOURFISCALYEARFIELD = {{issue.YOURFISCALYEARFIELD}}
ACTION: Edit Issue (Parent)
- {{lookupIssues}}

If you have multiple initiatives for a given fiscal year, you'd still need to identify another vector that would help determine which initiative that epic should be tied to.

Wendy Chen_7zxpyr

How do I link the epic back to that parent initiative that it would look up?

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