Copy field value from Epic to child issue with automation Edited

[Huey van Zijl]

There are couple fields in child issues that mostly match the parent issue, but sometimes need to be changed. For easy implementing I would like to copy the Epic values upon creating the child issue. I tried using 'Automation' in different configurations but I can't get it to work. It say's 'Succes' but the fields in the new issue don't reflect the fields in the Epic.

This is the current exported rule:

Thank you for taking your time to help me with this issue!

[Bill Sheboy · Accepted solution]

Hi @Huey van Zijl 

Would you please post images of your rule definition?  That will help the community try to answer your question. 

Your custom fields are different from those defined in other people's instances, so importing the rule's JSON may not help others understand your rule.

Best regards,

Bill

[Huey van Zijl]

Hi Bill,

Thank you so much for replying so soon! I've updated the original post. :)

- Huey

[Bill Sheboy]

Hi Huey,

Thanks for the additional information.  Three next steps to try:

• After the trigger, add a condition to test if there is an epic link.  This could be a timing issue, or perhaps the issue doesn't have an epic.
• Your image shows the rule in draft status.  Is that just from viewing it, or are there un-published changes to save/publish?
• Next, before your copy action, add a branch on the epic to add a comment including the parent's values of those fields.  That will confirm they are indeed what you expect prior to the copy.

Best regards,

Bill

[Bill Sheboy]

Hi @Huey van Zijl 

An update: another community member saw a similar issue with the edit/copy not working.  They solved that by adding a re-fetch action to solve a potential timing problem where the created issue does not yet have the parent link.

So, your updated rule would be:

• Trigger: issue created
• Action: re-fetch the issue
• Condition: confirm the issue has an epic link (not empty)
• Action: edit issue to copy the parent epic's fields

[Huey van Zijl]

Hi @Bill Sheboy ,

Thank you so much for helping me, your advice did the trick! For anyone searching the forums here is my implemented solution:

Tip: be sure to configure the last step 'Then: Edit issue fields" correctly by telling it to copy from epic. :) 

[jhuddles]

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