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How to use jira automation to copy a field from multiple child to parent?

Raj C March 18, 2024

I have an issue type initiative which is a parent of multiple epics. I want to copy the text field which contains the epics status summaries to the parent Initiative. So the initiative contains the status for each epic under it.

I am thinking of have an manual/scheduled trigger which will copy the epic's status summary to Initiative.

Is this possible and how?

Thanks in advance.

1 answer

1 vote
Kalyan Sattaluri
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March 18, 2024

Hello @Raj C 

Can you clarify what do you mean, "copy the text field which contains epics status summaries to parent initiative"?

What field are you trying to copy from Epics and where to in Initiative?

But generally, below are your steps:

Scheduled/Manual Trigger with JQL = Your initiative as Key.

Then Action = lookupIssues to find all Epics under that initiative.

Depending on the field, you should be able to access that field as {{lookupIssues.status}} or similar.

And basically store that in your Initiatives field directly or create an intermediate variable if you need to format this list somehow..

Either way, please share more details on what this field is you want to copy from and copy to.

Raj C March 18, 2024

The status summary is a custom field called "Callout" which takes text input. Each epic and initiative has Callout field. I want to merge the data from all linked epic's callout to Initiative's callout.

 

I do not see an action called lookupIssues. Attached the screenshot of all actions available to me.Screenshot 2024-03-18 at 4.24.34 PM.png 

Kalyan Sattaluri
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March 18, 2024

under advanced, can you check.. like below?image.png

Like Laurie Sciutti likes this
Raj C March 19, 2024

No, I dont have it

Screenshot 2024-03-19 at 9.09.12 AM.png

Kalyan Sattaluri
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March 19, 2024

@Raj C 

You are on an older version of Jira.. You tagged it as cloud but Can you confirm if its Server or DC edition?

To do what you want, with the options you have, you have to make a web request call to get these details and def advanced topic.

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