Automation - Allow epic state transition if some of the subtasks have certain conditions

Question

I am trying to create an Automation that allows an Epic to transition from a certain state to another state if it has subtasks that contain certain phrases in their summary AND the subtasks that have those phrases are in the done state, otherwise I want to disallow the transition.  How can I do this?

Trudy P Claspill · Answer

Hello @Christopher.Brandel

Did you find a method to satisfy your requirement, or do you still have questions on this topic?

Trudy P Claspill · Answer

Hello @Christopher.Brandel

An Automation Rule does not prevent a transition from being executed. An Automation Rule is triggered by some event and then takes some actions (with or without first checking that Conditions are met).

If you want to prevent the transition from happening, that requires a change to the Workflow applicable to the Epic issue type.

With an Automation Rule you could detect that the transition occurred, then check if the specified conditions were met, and then transition the Epic back to its previous status if the conditions had not been met.