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Copy fields from initiative to epics

I am trying to copy three fields automatically from the initiative to the epic - I am not able to use any branching (see example in screenshots). Do I need to use smart values?

Screenshot 2023-11-16 at 5.14.45 AM.pngScreenshot 2023-11-16 at 5.15.09 AM.png

1 answer

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Rudy Holtkamp
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
Nov 16, 2023 • edited Nov 20, 2023

Hi @Michelle Rose 

Instead of branching on children (which only considers sub-tasks) you should branch on JQL and use this as your JQL to consider all epics under the initiative:

issuekey in portfolioChildIssuesOf("{{triggerissue.key}}") and issuetype = epic

 

Cheers,

Rudy

 

Edit: fixed the JQL

@Rudy Holtkamp I am getting this error message:

Screenshot 2023-11-20 at 7.26.23 AM.png

Rudy Holtkamp
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
Nov 20, 2023

There is a ( too many in the JQL you've used.

You don't need to use () at all if you only use the AND clause.

Only for the function portfolioChildIssuesOf and for the IN clause. You can remove the rest.

@Rudy Holtkamp Sorry if my screenshot was confusing, I am using the exact syntax from your earlier post: 

portfolioChildIssuesOf("{{triggerissue.key}}") and issuetype = epic

I don't know why the error log is acting like I have more in the JQL than that

@Rudy Holtkamp Here's the full automation if this helps:

Screenshot 2023-11-20 at 11.56.53 AM.png

Rudy Holtkamp
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
Nov 20, 2023

Hi @Michelle Rose ,

 

My apologies, I did not copy paste the whole jql:

issuekey in portfolioChildIssuesOf("{{triggerissue.key}}") and issuetype = epic

@Rudy Holtkamp Thank you, that worked! How would I write the JQL if I wanted to copy fields from an epic to its children? I tried doing branching and that didn't work, so I am trying JQL instead. 

This is what I have so far and I'm getting error messages:

issuekey in ChildIssuesOf("{{triggerissue.key}}") and issuetype in (task, story, bug)
Rudy Holtkamp
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
Nov 21, 2023

@Michelle Rose you made a mistake in the JQL use portfolioChildIssuesOf instead of ChildIssuesOf:

issuekey in portfolioChildIssuesOf("{{triggerissue.key}}") and issuetype in (task, story, bug)

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