How to auto change the work item assignee from dev to tester?

Question

Im looking to auto change the work item assignee when the state changes from in progress to qa. I want the work item assignee to be the test sub-task assignee.

Bill Sheboy · Accepted Answer

Hi @Jerry Rodriguez

What have you tried thus far to solve this need?

If you have a rule that is not working, context is important for the community to help.  Please post the following:

* what version of Jira are you using: Cloud, Server, or Data Center
* for Cloud, what type of project is this: company-managed, team-managed, JPD, etc.
* an image of your complete automation rule in a single image for continuity
* images of any relevant actions / conditions / branches
* an image of the audit log details showing the rule execution
* explain what is not working as expected and why you believe that to be the case

If you have not started are rule yet, I encourage you to try to do so.  Successfully using automation rules requires learning and experimentation.

To help you get started, your rule could:

* use a work item transitioned trigger
* use a condition to confirm the type, so it is clear there is a subtask
* use the lookup work items action with JQL to find the correct subtask with its assignee
* finally, use the edit action to update the trigger work item's field

Kind regards,
Bill

David Friedrich · Accepted Answer

Hi @Jerry Rodriguez , assuming you are using Jira cloud, this set up of a single automation rule should work for you:

* Project settings → Automation → Create rule.
* Trigger: Issue transitioned
From status: In Progress
To status: QA
* (Optional) Ensure this only runs on parent issues:
Issue fields condition → Issue type is not Sub-task
* Find the Test sub-task under the parent
Lookup issues with JQL:parent = {{issue.key}} AND issuetype = "Test" AND assignee IS NOT EMPTY ORDER BY updated DESC

(Adjust the issue type name if your Test sub-task is called something else.)

* Only proceed if one exists
Advanced compare condition
First value: {{lookupIssues.size}}
Condition: greater than
Second value: 0
* Copy the assignee to the parent
Edit issue (this edits the current/parent issue) → open More options (JSON) and use:{"fields": {
"assignee": {
"id": "{{lookupIssues.assignee.accountId}}"
}
}
}

(Nice to have) Add a comment or an Audit Log action:

Set assignee to {{lookupIssues.assignee.displayName}} 
from sub-task {{lookupIssues.key}}.