Looking for automation to create mutiple epics with linked stories

Question

I am looking for an automation wherein if there is any change in a transition status of a project e.g. project (Issue Type) status changes from backlog to kickoff, an automation is triggered and 2 epics are created.

Epic 1 = Sales Acquisition

Child Story 1 = Customer Demo

Epic 2 = Contract Sign-off

Child Story 1 = MSA

Child Story 2 = SOW

Child Story 3 = Success Criteria

Kindly help.

Thanks

Manhar Sharma

Tomáš Vlach_z6iizm · Answer

Hello @Manhar Sharma

the easiest way would be using Automation variable and Smart value {{CreatedIssue}}.

First of all create your Epic, then use Action Create Variable "SalesAcquistion" and as a smart value use {{CreatedIssue}} - which has key of the most recently created issue. Then this Variable use in the Action Create a new Issue - Choose field to set - Epic Link and use Variable {{SalesAcquistion}}.

You can use the same principle for the rest, just make sure the Epics are created first and you do not overwrite those Variables with different created issues.

Hope this helps.

Tom

Jack Brickey · Answer

Hi @Manhar Sharma , there are a lot of good posts in the community that cover creating of Epix and stories using automation. I encourage you to use the search bar and find one that might fit your needs best. In the meantime, the following is the basic logic that would be used in automation. Obviously the details of your process and requirements will drive the final solution.

* trigger - issue transitioned from backlog to kickoff
* condition - field condition- type = xxxx
* condition - any other condition that will make sure that the action is not run unnecessarily or unwanted
* action - create issue - type epic
* branch - for most recently created issue
* action - create issue, fields to set - epic link
* repeat action for each story