Automation: Copy the Team Field from the Epic, to the Team Fields in the Children automatically?

Question

Scenario:

I have an Epic, it has the "Team" field populated. I use the "Create" while in the Epic, to create a Story. I then create a Sub-Task for my Story.

I was able to get the custom fields in the Epic to copy to the Story and Sub-Task but I cannot get the "Team" field in the Epic to copy automatically to the Children when they are created or updated or closed. Without the "Team", our boards are not showing up correctly.

I tried a couple of old suggestions in the Community but none of them work for me. The ones they mention are "manual" and I need an Automation to do this. I was able to get some custom fields to do this, but the "Team" field does not work for me...or only gives the user the option to "Manually" do it.

Can anyone walk an "Automation newbie" through how to do this?

Stephanie

Trudy P Claspill · Answer

There was an error in my smart value. I edited my post to correct it.

Trudy P Claspill · Answer

Hello @stmiller

Do you already have an Automation rule that is successfully copying other values from Epics to child issues? If so, please provide screen images that show that entire Automation rule including the details of the step(s) where you actually copy the values.

If you are unfamiliar with constructing Automation Rules you may want to take advantage of the free, on-demand training on that topic available at https://university.atlassian.com

If you don't have an Automation Rule already, the basic structure would be:

TRIGGER: When issue is created

CONDITION: Related Issues: Parent Exists

(optionally, insert a condition here to confirm that the Team field of the trigger issue is empty)

ACTION: Edit Issue

It currently is not possible to select the system-provided Team field from the Choose fields to set list. You have to click on the More options expander and fill in JSON code to set the Team field. When you initially expand that section you'll see some sample JSON code.

EDIT: Replace the sample code with this:

{
  "fields": {
    "customfield_10100" : "{{issue.parent.customfield_10100.id}}"
  }
}

You will need to look up the custom field ID for your Team field. The following article tells how to do that.

https://community.atlassian.com/forums/Jira-articles/Automation-Set-your-Advanced-Roadmaps-Team-automatically-when/ba-p/1761588

Kim Euker · Answer

When editing your issue, look at the right hand side of the field that you want to copy and there are three dots click on the three dots and select copy. Then specify the field that you want to copy from