JIRA Automation for Custom field

Question

Hello All,

We are using Initiative->Epic->User story for Jira Software Project Management.

1)  Would like an automation that whenever we are update a Custom field (for Customer name) it should be auto update the same information in Epic as well as User story.

2) When the Initiative is changed for Epic->User story then run an automation script that updates all child engagements

Arvind_nnye81 · Answer

Hello @Rudy Holtkamp ,

Thanks!

This automation is updating the custom field in child Issue (i.e Epic). however its not getting update the field automatically. I need to reassign the value in Initiative (parent) for same. which I dont want.

Do you have any idea about it

Rudy Holtkamp · Answer

Hi @Arvind ,

So you want to update the information down the hierarchy. What happens if the custom field is already filled? Should it be overwritten?

Anyway, you can use automation to do this.

* Create an automation rule which triggers on value changes for the custom field
* Add a branch for JQL with this JQL: issue in portfolioChildIssuesOf("{{issue}}") 
* Edit issue choose your custom field and copy the custom field from your trigger issue

You can add a condition if the custom field is already filled and you don't want to overwrite it.

Good luck!