Automation

Ayush Lawania

I need to create an automation in which, i need to copy the business analyst field from epic to story and subtask and also whenever a new story or subtask is created, it should automatically fill the business analyst field in that newly created story or subtask 

John Funk

Hi Ayush,

You will probably need multiple rules to accomplish this. Let's start with the first one. 

Create an automation rule based on a trigger for whatever action is taking place - for example when the Business Analyst field is updated in the Epic (so that would be a Field Value Changed trigger. 

Then add any Conditions if needed to only have that happen for certain Epics if you want. 

Then add a Branch for Stories (or other issues in Epic). Be sure to uncheck the box related to recent changes. 

Then add a new action for Edit Issue under the Branch. Choose the Business Analyst field. 

Click the 3 dots next to the field and choose Copy From 

Then click the words Current issue - that will give you a popup box. Change Current Issue to Trigger Issue. 

Save and Publish. 

That one should be good to go, and you can test it out. 

The example below uses the Assignee field instead of the Business Analyst field, but you should be able to follow it.