Use automation for bulk change when value changes

Question

Hello!

We have the following structure in Jira "Portfolio Epic" -> "Epics" -> "Stories" -> "Sub-tasks".

When changing the "BU Number"-field in the "Portfolio Epic", I want a listener to catch that and copy that value to all children (from Epic-level all the way down to sub-task-level).

I'm able to create the listener using automation and successfully apply the value down to all stories if changed on the Epic level, but that is not what I want. I want this to be triggered when done on Portfolio Epic level and then as mentioned to ripple down the change all the way down to the sub-tasks.

Any ideas or suggestions?

/Anders

Anders Ottosson_eavqji · Answer

Hello!

I'm struggling to find the "Branch 3.For: Children" option. There are a lot of other options, like "Sub-tasks", "Parent", "Stories", "Epic (Parent)". But I cannot find any "Children".

Regards, Anders

Anders Ottosson_eavqji · Answer

Ah, was thinking about doing this in three steps also, but hoped that I could do it in one automation.

Thanks I will do it this way and mark your solution as accepted once completed.

Cristian0791 · Answer

Hi Anders,

You can try the following:

Automation 1

1.When value changes for BU Number

2.Issue Type equals Portfolio Epic

Branch 3.For: Children

4.Issue type equals Epic

5.Then: Edit Issue fields:  BU Number (Copy from Parent issue)

This will copy the value from Portfolio Epic to Epic

Automation 2

1.When value changes for BU Number

2.Issue Type equals Epic

Branch 3.For: Children

4.Issue type equals Story

5.Then: Edit Issue fields:  BU Number (Copy from Parent issue)

This will copy the value from Epic to Stories

Automation 3

1.When value changes for BU Number

2.Issue Type equals Story

Branch 3.For: Children

4.Issue type equals Sub-task

5.Then: Edit Issue fields:  BU Number (Copy from Parent issue)

This will copy the value from Stories to Subtasks

Please ensure you have check the "Check to allow other rule actions to trigger this rule. Only enable this if you need this rule to execute in response to another rule." from Rules Details tab for each rule.

Hope this helps.