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Need help in Automation

Nagarjuna Busireddypally May 22, 2023

We have hierarchy as portfolio epic > epics> tasks>subtasks.

I need help on, when an portfolio epic is assigned to team ( We have a field named Team) automatically automatically all the issues(epics, stories .....) under that portfolio epic should be assigned to that same team.

Please let me know if there is a way.

2 answers

1 accepted

1 vote
Answer accepted
Curt Holley
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May 22, 2023

I don't think @Vikrant Yadav solution is what you are after @Nagarjuna Busireddypally as you want to populate the hieratical children, not the linked issues.

I would go about like this.

Trigger: Field (Team) has been edited

Condition: and Team is not empty

Branch: by JQL 
issue in portfolioChildIssuesOf("{{triggerIssue.key}}")

Action (on the branch): Edit issue. And populate the team using as below.

team.png

Vikrant Yadav
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May 22, 2023

Thanks @Curt Holley I think this is the correct approach. 

Like Curt Holley likes this
Nagarjuna Busireddypally May 24, 2023

Hello @Curt Holley 

Thank you for suggestion.

Can you please also help me on this.

When story points for epic is updated, it should automatically update the story points in parent (Portfolio epic), for eg if the aa-1,aa-2 is the epics, aa-3 is the portfolio epic, if we update the story points for epics aa-1, aa-2 it should automatically update story in portfolio epic aa-3

Curt Holley
Community Leader
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May 24, 2023

Hi @Nagarjuna Busireddypally 

It will go much like this Solved: How do you sum up story points to the epic using j... (atlassian.com)

But taking it up a level so that the 1st condition is Type = Epic

and the branch will need to point at the Portfolio Epic

Nagarjuna Busireddypally May 24, 2023

Hello @Curt Holley 

Yeah i tried this way,

1) Value changes for story points
2) Issue type equals epic

3)then look up issues "parent link" = {{triggerIssue.parent link}}

4) For parent branch

5) re fetch issue data

6) edit issue fields story points {{lookupIssues.Story Points.sum}}

ss.png

Please let me know where i have done the mistake

Curt Holley
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
May 25, 2023

As mark point out here When story point in epic is updated, it should upd... (atlassian.com) your branch needs to be getting the Parent Link from the issue (in this case, the Epic)


Curt Holley
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
May 25, 2023

BTW @Nagarjuna Busireddypally could you accept my initial answer, so as to help confirm that it solved the issue and help inform others in the community. Cheers!!

Nagarjuna Busireddypally May 26, 2023

Hello @Curt Holley 

I have accepted the answer, could you please detail the automation steps of the one i have asked.

Thank you

Curt Holley
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
May 29, 2023

if you make your branch this, the rest should work.
branch.png

0 votes
Vikrant Yadav
Community Leader
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May 22, 2023

Hi @Nagarjuna Busireddypally You can do this easily using Project Automation.

Select "Edit Issue" trigger >> Add condition >> Branch For Linked Issue >> Select "All Link Type" >> Edit Issue action >> Update Team field. 

Similar post :- https://community.atlassian.com/t5/Jira-questions/Update-Linked-issues-by-automation-rule/qaq-p/1996757

Thanks,

V.Y

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