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Automation to sync the status of ideas and epics

Emerson
Contributor
February 27, 2025

Hi, everyone!

I'm trying to build an automation that changes the status of epics to "DISCARDED" or "ABORTED" when I update a Product Discovery idea to the same status.

 

DISCLAIMER: The sync when I change it to "DISCARDED" already works fine, but the change to "ABORTED" doesn't work yet.

sync.png

1 answer

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Bill Sheboy
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February 27, 2025

Hi @Emerson 

Jira Product Discovery (JPD) Ideas connect to their "discovery tickets", such as Epics, using issue links and not the parent / child relationship.  Please try using linked issues branch for the correct type to find the Epics.

Next, you are trying to detect changes in the JPD project to update issues in other project types, such as a software project.  And so the rule scope must be multiple-project or global.  Your Jira Site Admin will need to help do that from the global automation settings.

Kind regards,
Bill

Emerson
Contributor
February 28, 2025

Hi @Bill Sheboy

I made this change you suggested, and the same thing happened. For some mysterious reason, it doesn't recognize the transition to "ABORTADO" and doesn't move the epics. And automation has been global since the beginning.

Bill Sheboy
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February 28, 2025

Please post images of the updated rule and of the audit log details showing the execution.  For the log, remember to expand all of the areas at the right side to show the details.

Emerson
Contributor
February 28, 2025

Here it is

Captura de tela 2025-02-28 182406.pngCaptura de tela 2025-02-28 182605.png

Bill Sheboy
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February 28, 2025

For that first rule execution, please expand the details on the right side with the two > areas, and then repost the image.

Until we see that...

The log seems to indicate either the branch found no issues or the condition was not met.

Emerson
Contributor
March 1, 2025

Captura de tela 2025-03-01 074432.pngCaptura de tela 2025-03-01 074559.png

Bill Sheboy
Rising Star
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Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
March 1, 2025

My apologies if I was unclear: please also post the audit log details with the areas expanded.

The recent changes to the audit log make it difficult to see what happened unless all of the areas for a log entry are expanded with the arrows > at the right side.

Emerson
Contributor
March 5, 2025

Captura de tela 2025-03-05 072337.png

Bill Sheboy
Rising Star
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March 5, 2025

The log shows the condition did not match.  And as the rule is written...

  • trigger: issue transitioned to one of the two status values
  • branch over any issues linked to the trigger issue (the Idea)
    • for each of those (the Epics)
      • only continue when there are no issues linked to the Epic in the status values in the JQL

 

Based on your original question, that does not seem to be what you wanted.  Perhaps try this:

  • trigger: issue transitioned to one of the two status values
  • condition: issue type is Idea
  • branch over linked issues: for type "is implemented by"
    • condition: status not in your two status values
    • action: transition the issue

 

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