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How to change the the Parent Epic status according to its issues?

I want epic statuses to be updated automatically reflecting the status of its children issues.so there will be no need for manual updates of issues that do not appear as cards on the boards. 

I tried the above attached rule and it is success but I could not find any changes in my Epic parent.

1.When all the tasks are move to "TEST" then epic status move to "Test"
2. When all the task moves to Closed with resolution "Done"  then epic status move to "Done"
3. When the first task is moved to "Inprogress" or "Test"  or closed with resolution done, the epic status move to inprogress.

I tried the following automation rule but it is not working for Epic Parent.
When: Issue transitioned
For : Epic( Parent)

  • Condition: Related Issues Condition
    • Related Issues: Sub-tasks
    • Condition: All match specified JQL
    • JQL: status = Done
  • Condition: Issue Fields Condition
    • Field: Status
    • Condition: does not equal
    • Value: Done
  • Action: Transition issue - Done

    Appreciate your help

 

1 answer

0 votes
John Funk Community Leader Jul 12, 2022

Hi Anil,

One rule will look like the below. Basically you need to use a Branch. Change the statuses so they lined up with yours, and as well as the issue types. 

Screenshot.png

Hi John,

Thank you for your reply,

My requirement is to do with Epic (Parent).

Epic status has to change based on the child issue status

John Funk Community Leader Jul 13, 2022

Did you try to create the rule using your requirements?

Hi @John Funk 

By following your example, I would like to create the below rule.but it is not working.


Details:- I want epic status to be updated automatically reflecting the status of epic children issues.
1.When the first task is moved from open to todo , then epic status move to "TODO"

2. When all the tasks are move to close then epic move to closed and epic status move to Done

  • Branch 1: For EPIC Parent
    • Condition: Related Issues Condition
      • Related Issues: Epic
      • Condition: All match specified JQL
      • JQL: status = todo 
    • Condition: Issue Fields Condition
      • Field: Status
      • Condition: does not equal
      • Value: todo
    • Action: Transition issue - TODO


    • Branch 1: For EPIC Parent
      • Condition: Related Issues Condition
        • Related Issues: Epic
        • Condition: All match specified JQL
        • JQL: status = CLOSE
      • Condition: Issue Fields Condition
        • Field: Status
        • Condition: does not equal
        • Value: CLOSE
      • Action: Transition issue - CLOSE
        please suggest

 

John Funk Community Leader Jul 13, 2022

Can you show a screen shot of your rule? 

And what is not working? 

Is it not firing? It fires but gives and error? Or it fires, and no error, but it does not do what you expect it to do?

Hi @John Funk

I was looking for a way to create a similar automation when I came across this question and your answer, I'd appreciate your help.

I'm trying to automate an Epic status change when only one on the child issues have changed.
For example, I have a Story which is a child issue of an Epic, when the Story changes to "In Progress" so will the Epic Status.

I tried to follow the rule you suggested with some adjustments, when I test it, it didn't work.
Any suggestions?

 

Here is the rule:
Capture.PNG

John Funk Community Leader Oct 16, 2022

Hi @Neta Knyazhansky Caspy 

@What didn’t work? Was there an error? Did it run with no results?

Can you please share the audit log for the rule when you run it?

Hi @John Funk

I think it ran with no results, here is the audit log:

Capture.PNG

John Funk Community Leader Oct 18, 2022

Can you click on the Show more and post that? 

@John Funk Please note I changed the rule as I saw it wasn't exactly as I meant, change the Status = Completed to Status = In Progress.

Capture.PNG

Still ran with no results:

Capture1.PNG

John Funk Community Leader Oct 18, 2022

The initial trigger does not provide for moving to In Progress from Completed. You might have added to the Condition, but the initial trigger also needs updating. 

The initial trigger if for moving to In Progress from Draft, Backlog, Ready For Dev.
Am I missing something?

Capture.PNG

John Funk Community Leader Oct 26, 2022

Can you share a screenshot of the issue itself?

@John Funk I solved it and it's working now, I'll add a screenshot of the rule, for documentation.
Thank you so much for your help, I appreciate it!

Capture.PNG

John Funk Community Leader Oct 29, 2022

Great! Glad it's working for you now!

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