Transition of task automatically updates field in linked epic?

[Sivan Tal]

I want to have the following behavior: A certain transition in Task workflow automatically updates a field in the Task's linked Epic. However, the update to the Epic depends on the value of a custom field in the Task. For different values of field 'task type' I want to set different field/value in the related Epic.

I started by trying to define a post-function in the Task workflow transition, but couldn't see an option to perform such logic.

Any idea?

[Joseph Chung Yin · Accepted solution]

@Sivan Tal -

Hi Tal:

WF post-functions can definitely do the job, however it will requires custom scripting.  With WF, I would recommend the following valuable add-ons to assist and make your job simpler to create custom post-functions calls -

Script Runner for Jira Cloud - https://marketplace.atlassian.com/apps/6820/scriptrunner-for-jira?hosting=cloud

Jira Misc Workflow Extensions - https://marketplace.atlassian.com/apps/292/jira-misc-workflow-extensions-jmwe?hosting=cloud&tab=overview

Both add-ons have built-in post function/condition/validator routines that you can use to apply your customization with minimum coding required.  I would highly recommend those two add-ons.  

On the other hands, Automation for Jira (it is part of Jira Cloud env from Atlassian) is also an excellent tool to achieve what you want.  Here are some references -

https://www.atlassian.com/software/jira/guides/expand-jira/automation

https://support.atlassian.com/cloud-automation/docs/what-are-smart-values/

The key thing that you need to ensure that the actor of your automation rules must have the appropriate edit rights to your TASK and EPIC issues, so your rules will be fired/executed accordingly.

Hope this helps.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Infrastructure Applications Team

Viasat Inc.

[Brijesh]

Great response @Joseph Chung Yin 

[Sivan Tal]

Thanks!!!

[Johnny FromCanada]

Have you looked into Jira’s Automation feature?

[Sivan Tal]

No, I'm not aware of that feature and its capabilities. Can you give me a reference where to find info?

[Johnny Hermann]

Here are a couple:

https://www.atlassian.com/software/jira/features/automation

https://www.atlassian.com/software/jira/guides/expand-jira/automation

[Sivan Tal]

Thanks!

[Ani Popova]

I think it's much easier to do that with an automation. You just use blocks if/else to define your conditions. 

[Rick Olson]

I agree with Ani. Let me know if you need an example.

[Heydi Menéndez]

With Automation you can do that, Its easy to use and intuitive.  I strongly recommend it!

Regards