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Help Required for one of the Automation Rule!

Vijay Kumar_ln3ogr

Hi,

I am creating an Automation Rule for the below requirement.
Requirement:
Whenever a User Story, Defect, Task status is changed to 'COMPLETED'. I need to update the Subtasks underneath that story, defect & tasks are also marked as 'COMPLETED.

I created the rule, but it is throwing me an error for the required action.

I have attached rules details in a screenshot, also the 'Audit Log'. Please refer to that and let me know, you have any solution for this.
Audit Log.png Automation Rule.png

Accepted answers

Mikael Sandberg

Is the work item that you are using a story? The way your automation is configured it will only run if the work item is a story, and then it will stop on the next condition because a work item can only be one type. Since you want it to run on different work item types you need to use the IF/ELSE condition and the OR option in it.

Bill Sheboy

Hi @Vijay Kumar

The way you rule is written, it will halt on the first condition not met. Please remove two of the conditions, and change the first one to this:

Issue Fields Condition:
- field: issue type
- condition: is one of
- value: select Story, Defect, and Task

And inside of the branch, you may want to add a condition so the Subtask does not transition when it is already Completed.

Kind regards,
Bill

All comments

Mikael Sandberg

Bill Sheboy

Hi @Vijay Kumar

The way you rule is written, it will halt on the first condition not met. Please remove two of the conditions, and change the first one to this:

Issue Fields Condition:
- field: issue type
- condition: is one of
- value: select Story, Defect, and Task

And inside of the branch, you may want to add a condition so the Subtask does not transition when it is already Completed.

Kind regards,
Bill

Vijay Kumar_ln3ogr

@Mikael Sandberg Thanks much for the reply.
I need to run this rule not just on the Story, i want it for Defect & Tasks as well.

I tried look for IF/ELSE condition and OR operator. I couldn't get it. Where do i add these conditions?
Issue Field Condn.png

Vijay Kumar_ln3ogr

@Bill Sheboy

Thank you so much for the reply. Its really helpful.

Now it started working, however it failed because of some other reason. Whenever we are closing a Subtasks, we need to update the 'Resolution' field as 'Done'. We have one step in between. Because of this, for one of the sub-tasks it couldn't update.
Is there a way we can override this step? or can ignore?
Also, i am not sure about 'how to add a condition, so that Subtasks does not transition when its already completed. Please suggest on this as well.

Resolution Reqd.png

Resolution Field.png

Mikael Sandberg

You are on the right track. In the IF/ELSE, pick the Issue field condition, select the Issue type field, leave the condition as equals and then in the value dropdown pick the work item type.

It should looks something like this:

Screenshot 2025-04-01 at 3.22.19 PM.png

You could also pick "is one of" in the condition, that will turn the value dropdown into a multi-select so you can pick all the work item type the automation should trigger on instead of using the "At least one condition matches" option.

Mikael Sandberg

The alternative would look like this if you do not want to use the IF/ELSE:

Screenshot 2025-04-01 at 3.30.05 PM.png

Mikael Sandberg

So before doing the transition of the sub task, add an Edit issue action that sets the Resolution field.

Bill Sheboy

Or, in the Transition Issue action, select and set the Resolution at the same time.

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