How to automatically append an epic's description?

David Marcu November 12, 2021

Hello,

I'm trying to create an automatic rule that appends an epic's description to a newly created task if its summary contains a regex.

The issue I'm having is that I cannot set the description of the epic. 

My Jira version is 8.13.3, in case it helps.

Originally, I wanted to append the description(but it seems that I'm only allowed to set it).

1. I've tried setting the description's issue via the Edit issue action, but the issue's epic fields are empty/null.

JiraIssue#1.PNG

The flow of the rule looks something like this:

JiraIssue#2.PNG

2. Then, since the description was updated, but with epic's fields empty I thought it executed the action without having the epic field populated. So I tried adding a second rule that would be triggered when the epic's link is changed with the same condition as the first one.

JiraIssue#3.PNG

However, this one didn't even trigger, can't understand why. I guess I chose the wrong trigger:

JiraIssue#4.PNG

Edit: Also added the edited issue option, but it didn't help.

2 answers

1 accepted

3 votes
Answer accepted
Gaurav
Community Leader
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November 12, 2021

Hello @David Marcu 

Understood the scenario. Please refer to the Automation rule screenshot below which will help you achieve the desired results.

To explain the rule, the story/ task is added to the Epic but since the details are not refreshed after adding the epic, it is not fetching the required details.

Please let me know if this works.

Kindly accept the answer if this resolves the query.

Epic Detail Update conditions.png

David Marcu November 12, 2021

Thank you so much, @Gaurav!

0 votes
Gaurav
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
November 12, 2021

Hello @David Marcu 

Welcome to the community!!

As per my understanding, you intend to append the description of a Task with the Epic Key and Epic description. I have done something similar where I have appended the parent issue description to the description of the current issue.

Please find below the screenshot of the rule which works. This can be customised to reflect the Epic details. Let me know if you need any guidance with the customisations.

Kindly accept the answer if this helps.

Rule 1.JPGRule 2.JPG

David Marcu November 12, 2021

Thanks for the reply, but my trigger is supposed to work when the issue is created, not when edited. 

Edit: Also the issue is either a task or a user story, not a sub-task.

Gaurav
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
November 12, 2021

Hello @David Marcu 

Kindly list the exact use case and I can help you with the precise steps for the Automation rule.

David Marcu November 12, 2021

For a newly created task/user story, add it to a specific epic and copy that epic's description to the task/user story.

Gaurav
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
November 12, 2021

Hello @David Marcu 

Automation can help you with copying the epic's description to the task/user story but to add a specific epic to a newly created task/user story, you will need to define logic or add it manually.

Please share if there is any pre-defined condition for adding a specific epic to a newly created task/user story.

I will share the precise steps for the Automation rule accordingly.

David Marcu November 12, 2021

Thanks @Gaurav ,

The epic link is added correctly, the problem I'm having is that the epic's fields are empty. As I mentioned in the post, I tried accessing them like this: {{issue.epic.key}} and {{issue.epic.description}}, but they are empty.

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