Hi Community, I have a typical mapping requirement regarding Parent-Child relation between Initiative and Epics. Pre-conditions: * I have a Parent Project (as Project P) with issue type level as Initiative and two Child Projects (as Project C1 and Project C2) with issue type level as Epic 1 and Epic 2 respectively. * In Project P, I have five statuses: Intake > Pre-checks > Assessments > In-Scope > Closed * In both Projects C1 & C2, the statuses are: Open > In-Progress > In QA Review > Done Current workflow: * When a new issue (as Parent) is created in Project P with Initiative issue type, then I am cloning the issue as Child in Project C1 and C2 with Epic issue type via Jira automation. Requirement is: * When child Epics transition from one status to another in their respective Projects (C1 & C2), I want to set a specific status of Initiative in Project P based on the current statuses of epics automatically. For eg: * If Epic 1 = In-Progress; Epic 2 = In-Progress then Initiative = Pre-checks * If Epic 1 = In-Progress; Epic 2 = In QA Review; then Initiative = Assessment * If Epic 1 = In QA Review; Epic 2 = In-Progress; then Initiative = Assessment * If Epic 1 = In QA Review; Epic 2 = In QA Review; then Initiative = In-Scope Please guide on how I can configure the above use-case with the help of Jira automation, scriptrunner, JMWE app or any Post functions. It would be a great learning for me. Thanks

To help with context, please post an image of the entire rule in one picture and of the entire audit log details showing the rule run in one picture. You can get those into one image using either an app or a browser extension which supports scrolling page image capture. Next, if you view the audit log and compare to the rule steps shown {{childissues}} is empty. Where are you getting / setting the value of that smart value?

Hi @Hans Polder , @Bill Sheboy , I would like to share the screenshots of my Rule as requested below: 1) This is Rule details of my Rule: 2) This is the Audit log after configuring Rule and executing the required action: 3) This is the first part of the Rule: 4) This is the second part of the Rule: I have tried multiple times to configure the rule as per your suggestions but I am unable to see Status update of Parent Issue in Project P based on the Status update of Child Issues in Project C1 and Project C2. Please guide me further with an appropriate solution. Thanks

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How to set the status of Parent Issue based on the statuses of Child issues in Jira data center

Digvijay Singh Gehlot_fgm3gu

Hi Community,

I have a typical mapping requirement regarding Parent-Child relation between Initiative and Epics.

Pre-conditions:

I have a Parent Project (as Project P) with issue type level as Initiative and two Child Projects (as Project C1 and Project C2) with issue type level as Epic 1 and Epic 2 respectively.
In Project P, I have five statuses: Intake > Pre-checks > Assessments > In-Scope > Closed
In both Projects C1 & C2, the statuses are: Open > In-Progress > In QA Review > Done

Current workflow:

When a new issue (as Parent) is created in Project P with Initiative issue type, then I am cloning the issue as Child in Project C1 and C2 with Epic issue type via Jira automation.

Requirement is:

When child Epics transition from one status to another in their respective Projects (C1 & C2), I want to set a specific status of Initiative in Project P based on the current statuses of epics automatically.

For eg:

If Epic 1 = In-Progress; Epic 2 = In-Progress then Initiative = Pre-checks
If Epic 1 = In-Progress; Epic 2 = In QA Review; then Initiative = Assessment
If Epic 1 = In QA Review; Epic 2 = In-Progress; then Initiative = Assessment
If Epic 1 = In QA Review; Epic 2 = In QA Review; then Initiative = In-Scope

Please guide on how I can configure the above use-case with the help of Jira automation, scriptrunner, JMWE app or any Post functions.

It would be a great learning for me.

Thanks

Accepted answers

All comments

Hans Polder_7ci2ta

HI @Digvijay Singh Gehlot ,

Thanks for clearly explaining your use case and requirements. This should be quite easily achievable using Automation. It might be depending on the version of Jira and/or the Automation plugin for Data Center, but in my 9.12 Jira DC test setup this should work for the In Progress status.

Screenshot 2024-08-01 125218.png

Similarly, you could create a copy of this rule for the Assessment setup, or try to combine it in one automation rule with another Parent branch, like so:

Screenshot 2024-08-01 125442.png

Digvijay Singh Gehlot_fgm3gu

Hi @Hans Polder

Thank you for your detailed explanation.

I tried configuring the same but not able to execute it successfully in any of the Child Projects.

I believe, we need to add all the three projects (P, C1, C2) in the Global Rule Details, as I want to set the status of Initiative (Parent issue) present in Project P based on the status of Epics (Child issues) present in Project C1 & C2.

However, after configuring the same automation logic under Admin settings > Automation rules > Global rule and performing the below steps:

Created a new Initiative in Project P.
Created a new Epic 1 in Project C1, and added Initiative in "Parent Link"
Created a new Epic 2 in Project C2, and added Initiative in "Parent Link"
In Epic 1 - change the status from Open to In Progress
In Epic 2 - change the status from Open to In Progress

The Audit Log is showing "No Actions Performed" and there is no status update in Initiative of Project P.

May you guide me further?

Thanks

Digvijay Singh Gehlot_fgm3gu

Just an another thought, is Branch - For Parent may be impacting in the automation?

As Branch - For Parent says, "Finds the parent issue of the sub-task that triggered this rule."
And in my case, I have created a higher level of hierarchy as Initiative above the Epic in Advanced Roadmaps. And I am using Initiative as only on issue type in Project P and Epic as only one issue type in Project C1 and C2?

So, in Rule, will it find the parent issue if there is a sub-task linked as Child? And is something related to "Parent Link" field?

Looking forward to hearing from you soon.

Hans Polder_7ci2ta

@Digvijay Singh Gehlot ,

A Global Rule will always work across your entire environment, however if the Epics and Initiatives are only in a few projects, you can definitely make it a Multi-Project rule and define the specific projects that contain these type of tickets.
- If the situation is stable, definitely choose 'Multi Project Rule' as you will have less chance of inadvertently impacting other issues totally outside the scope of your intended automation.
I agree with the unclarity about the 'Parent' branch option, I was misled since in Cloud the 'Parent' option should look higher, I believe.