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How can I copy the summary from an Epic issue that is linked to my "Change" issue type

Diego Martínez_wi16jh

I create an issue of type "Change" and link it to an issue of type "Epic." When the "Change" issue transitions to the "In Progress" status, I want to update a custom field called "Epic Name | CAB" in the "Change" issue. This field should take the value from the summary of the linked "Epic" issue.

How can I set up an automation rule to accomplish this in Jira?

Captura de pantalla 2024-10-29 150925.png

Accepted answers

Kseniia Trushnikova

Hi @Diego Martínez,

Try this smart value:

{{epic.Summary}}

screenshot 2024-10-29 222133.png

Bill Sheboy

Hi @Diego Martínez -- Welcome to the Atlassian Community!

As you are using linking to connect the issues, I recommend using the Lookup Issues action with JQL to get the linked Epic, and then access the Summary.

trigger: issue transitioned
condition: issue type equals Cambio
action: lookup issues, with JQL to get your Epic linked to the trigger issue
- issue IN linkedIssues( {{triggerIssue.key}}, the link type you are using) AND issueType=Epic
advanced compare condition
- first value: {{lookupIssues.size}}
- condition: equals
- second value: 1
action: edit issue to set the field to {{lookupIssues.first.summary}}

Kind regards,
Bill

All comments

Kseniia Trushnikova

Hi @Diego Martínez,

Try this smart value:

{{epic.Summary}}

screenshot 2024-10-29 222133.png

Bill Sheboy

Hi @Diego Martínez -- Welcome to the Atlassian Community!

As you are using linking to connect the issues, I recommend using the Lookup Issues action with JQL to get the linked Epic, and then access the Summary.

trigger: issue transitioned
condition: issue type equals Cambio
action: lookup issues, with JQL to get your Epic linked to the trigger issue
- issue IN linkedIssues( {{triggerIssue.key}}, the link type you are using) AND issueType=Epic
advanced compare condition
- first value: {{lookupIssues.size}}
- condition: equals
- second value: 1
action: edit issue to set the field to {{lookupIssues.first.summary}}

Kind regards,
Bill

Diego Martínez_wi16jh

Thank you very much.

It seems that method didn’t work. It may be due to how the issues are linked, but there’s also no error message; the field value simply doesn’t update. Captura de pantalla 2024-10-29 153954.png

Diego Martínez_wi16jh

Thank you very much for your suggestion! However, my instance of Jira does not have the Lookup Issues action available.

Kseniia Trushnikova

Ah, I see. I thought that the Epic link field is used for linking these two issues.

@Bill Sheboy's solution should work, give it a try.

Bill Sheboy

Which version of Jira Data Center are you using, as I believe that action was added over a year ago:

https://confluence.atlassian.com/automation/jira-data-center-automation-release-notes-1018767858.html#JiraDataCenterautomationreleasenotes-9.0.0-9.0.19.0.0-9.0.1

Diego Martínez_wi16jh

Oh, that's the problem; we're using version 8.20.30.

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