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Create Automation, change status child issue

Mario Quercia

Hello how are you?

I am wanting to create a rule that changes the state of the parent initiative, when the epics (which are as secondary issues) change state.

The parent issue is initiative and has N epics associated with it.

How can I make this rule?

Accepted answers

Ste Wright

Hi @Mario Quercia

This should work, at a simple level (i.e one Epic is transitioned):

Trigger: Issue Transitioned
- To Status = In Progress
Condition: Issue Fields Condition
- Field = Issue Type
- Condition = equals
- Value = Epic
Branch: Related Issues
- Type = Parent
  - Branch-Action: Transition Issue
    - Destination Status = In Progress

^ You could then edit the Statuses and the Conditions to match your specific needs

Ste

All comments

Ste Wright

Hi @Mario Quercia

This should work, at a simple level (i.e one Epic is transitioned):

Trigger: Issue Transitioned
- To Status = In Progress
Condition: Issue Fields Condition
- Field = Issue Type
- Condition = equals
- Value = Epic
Branch: Related Issues
- Type = Parent
  - Branch-Action: Transition Issue
    - Destination Status = In Progress

^ You could then edit the Statuses and the Conditions to match your specific needs

Ste

Mario Quercia

Thank you very much for your answer.

If I need to validate that the initiative has N epics associated with it (as children) and that it validates certain states, it doesn't work for me.

I need if the epic is moved to Canceled or Done and the initiative has all its associated epics in (cancelled or done) go to Done, otherwise In Progress.

Mario Quercia

Captura de pantalla 2023-11-22 a la(s) 09.59.47.png

Ste Wright

Hi @Mario Quercia

There's a few different variations here:

All Epics are in Done
All Epics are in Canceled
Epics are in a mix of Done and Canceled
Some Epics are not in either Status

You'll need to decide how to treat (3) - for the below example, I've assumed if at least one Epic is "Done", then the Initiative should be Done.

---

This should work:

Trigger: Issue Transitioned
- To Status = Done, Canceled
Condition: Issue Fields Condition
- Field = Issue Type
- Condition = equals
- Value = Epic
(1) Branch: Related Issues (Type = Parent)
- Branch-Condition: Related Issues Condition
  - Related Issues = JQL
    - Related Issues JQL - issuetype = Epic and "Parent Link" = {{issue.key}}
  - All match specific JQL
    - Matching JQL - status = Done
- Branch-Action: Transition Issue
  - Destination status = Done
(2) Branch: Related Issues (Type = Parent)
- Branch-Condition: Related Issues Condition
  - Related Issues = JQL
    - Related Issues JQL - issuetype = Epic and "Parent Link" = {{issue.key}}
  - All match specific JQL
    - Matching JQL - status = Canceled
- Branch-Action: Transition Issue
  - Destination Status = Canceled
(3) Branch: Related Issues (Type = Parent)
- Branch-Condition: Related Issues Condition
  - Related Issues = JQL
    - Related Issues JQL - issuetype = Epic and "Parent Link" = {{issue.key}}
  - Some match specific JQL
    - Matching JQL - status = Done
- Branch-Condition: Related Issues Condition
  - Related Issues = JQL
    - Related Issues JQL - issuetype = Epic and "Parent Link" = {{issue.key}}
  - Some match specific JQL
    - Matching JQL - status = Canceled
- Branch-Condition: Related Issues Condition
  - Related Issues = JQL
    - Related Issues JQL - issuetype = Epic and "Parent Link" = {{issue.key}}
  - None match specific JQL
    - Matching JQL - status not in (Done, Canceled)
- Branch-Action: Transition Issue
  - Destination Status = Done
(4) Branch: Related Issues (Type = Parent)
- Branch-Condition: Related Issues Condition
  - Related Issues = JQL
    - Related Issues JQL - issuetype = Epic and "Parent Link" = {{issue.key}}
  - Some match specific JQL
    - Matching JQL - status not in (Done, Canceled)
- Branch-Action: Transition Issue
  - Destination Status = In Progress

---

Let us know if this works for you!

Ste

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