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Automation for the Epic child tasks/subtasks

Elif Alverson_voegli

Hello,

I am working on an automation whenever the epic's category custom field changes ; all the child task's and subtasks category field changes accordingly.

Secondly, is it possible to run this automation on specific times during the day?

Here are the screen shots of the automation below. Even the audit log states success, nothing happens. No changes on the child issues. Any help will be appreciated.

Screenshot 2023-08-02 at 3.28.35 PM.png Screenshot 2023-08-02 at 3.27.48 PM.png

Accepted answers

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Trudy P Claspill

Hello @Elif Alverson

I believe you need to choose Copy From Epic rather than Copy from Parent to copy the value from the Epic to the Child Issues found by the For: Stories branch.

You could set up a second rule to be triggered on the change of Category for the Stories, and add a similar branch to update the subtasks of the story issue.

I'm not sure if it is possible to build one rule that would handle the updates of both the Epic's child issues and the child issues' subtasks. I haven't tried to do that myself.

Elif Alverson_voegli

@Trudy P Claspill , I changed it to " Copy From Epic " and the result is the same. Category field is still empty for the tasks associated with the epic.

Any other suggestions?

The category field is interactive which means you can add a new value as the category. It is not a default custom field with specific values. Is that the reason?

Screenshot 2023-08-04 at 12.57.49 PM.png

Trudy P Claspill

Is this using the built-in Category field or another custom field you created and named Category? I ask because I have only the built-in Category field, and I am not able to select that field in the Edit action. I tried in both a Company Managed and Team Managed Work Management project. So I wonder how you were able to do that.

Elif Alverson_voegli

@Trudy P Claspill , you have a great point. We have two category fields one if a checkbox with specific values.

The other is a pop up window shared by multiple projects and any value can be added. The pop up one is the one needs to be used in this automation.

Screenshot 2023-08-04 at 1.51.13 PM.png

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