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How to sync epic status and backlog view epic status mark as done

jira_admin_cu

Hi Team,

Epic Status and Status are two different fields and we need to keep them in sync to keep the backlog screen updated.

I used copy value from the field (issue status) to the field (Epic status) to update the epic status field and ticket status to sync, but we need to sync the same status in the backlog view epic without marking it as done manually.

Please find the attached screenshots for your reference.

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Trudy P Claspill

Hello @jira_admin_cu

I keep those two status fields in synch using Post Functions in the Workflow Transitions, which a Workflow that is applied to just the Epic issue type.

Each transition needs a post function to set the Epic Status field appropriately.

jira_admin_cu

Is it update the backlog status also ? @Trudy P Claspill

Trudy P Claspill

Can you rephrase your question? I'm not clear what you are asking about.

To clarify my response, what I do is add a Post Function to each Workflow Transition for the workflow that is applied to Epics. In that Post Function I set the "Epic Status" field that aligns with the status to which the Epic is being transitioned.

Screen Shot 2023-06-12 at 2.59.05 PM.png

When the Epic is being transitioned to a green/done status, I set Epic Status to Done.

When the Epic is being transitioned to any other status, I set the Epic Status to To Do.

jira_admin_cu

Hi @Trudy P Claspill,

Apologies for the confusion. My question here is, how to automatically set "Mark as Done" in the backlog epic panel (screenshot 2) when the epic ticket status is set to "Done" (I already added the automation to match ticket status and epic status to match, screenshot 1). Usually, we directly do it in the backlog view, right-click on an epic > Mark as Done, and then the epic "epic ticket" will be marked as Done. It will no longer be displayed in the Epics panel of the Backlog. It's still showing in my backlog view even though the ticket is done (epic status is also done).

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