Add/copy specific epic field to epic parent linked issue.

Humberto Gomes
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February 8, 2021

Scenario:

Using Plans (old Portfolio) this is the hierarchy:

 

  • Initiative
    • Project
      • Epic
        • Task

 

Project and Epic have a custom field:

Status Notes

 

Challenge:

 

Every time the "status notes" is updated in an epic,  add (copy) this to the same field (Status notes) for the parent without losing the current information.

 

Example:

Starting point:

 

Project 1.1 – Status notes: Empty

   Epic 1.1.1 – Status note Empty

    Epic 1.1.2 – Status note Empty

 

Updating status note from Epic 1.1.1 with the status: “Epic on track”

 

End point:

 

Project 1.1 – Status notes: “Updated date - Project1.1 – epic on track”

       Epic 1.1.1 – Status note: Project on Track

       Epic 1.1.2 – Status note Empty

 

Next week, a new update is inserted, this time on Epic 1.1.2: Status notes = Epic Blocked

Project 1.1 – Status notes: “Updated date - Project1.1 – epic on track”

                                           “Updated date – Epic 1.1.2 – epic blocked”

Epic 1.1.1 – Status note: Project on Track

Epic 1.1.2 – Status note: “Epic blocked”

 

This copy can not delete already information in the parent issue. Just need to add it, starting with a new line

 

Can you help?

I have Jira automation commercial app to do this.

2 answers

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Humberto Gomes
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February 11, 2021

No one to help?

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Ravi Sagar _Sparxsys_
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February 8, 2021

Hi @Humberto Gomes 

Two things - yes you can update issues that are linked to each other based on a transition, second for appending values I believe you should be able to use smart values along with updating fields using JSON. Have you tried creating an automation rule?

Ravi

Humberto Gomes
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February 8, 2021

Hi,

Yes, I'm trying to create the rule in the last few hours but with no success.

 

Humberto

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