Is it possible to stop creating tasks on closed epics?

Benjamin Buchwald March 6, 2024

Hello dear community,

Is it possible, when an epic is closed, to prevent tasks from being created under this epic? Perhaps with an automation rule?

Normally not necessary, but we have employees who do this even though we have advised them not to do so.

Do you have any better suggestions?

 

Best regards,

Benjamin

3 answers

2 votes
Walter Buggenhout
Community Leader
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March 6, 2024

Hi @Benjamin Buchwald,

Even if it were possible, I would not recommend this. Generally speaking, making tools block creating issues usually leads to frustration, misunderstanding and sometimes even the need for complex workarounds when you do want to allow exceptions.

Rather than blocking this, you could instead use an automation rule to send a notification message to either the user who created the issue or the epic assignee through logic similar to this:

  • Trigger: issue created
  • Condition: field value / issuetype = Task (or any other relevant entries)
  • Condition: related issues / Parent exists
    • Branch: For parent
    • Condition: status = Done / Closed / ...
    • action: send email "you added an issue to a closed epic. Are you sure"

On a side note - blocking issue creation would be quite difficult in itself, since the link to an Epic is just a reference in the parent field of your issue to that epic. There are no controls that allow you to validate the status of the parent epic before you hit the create button.

Hope this helps!

Bill Sheboy
Rising Star
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March 7, 2024

Hi @Benjamin Buchwald 

Yes, and...to Walter's answer:

I recommend discussing with people why they are doing this, even when advised not to do so.  Perhaps there is a root cause problem / need which could be addressed and eliminate the problem (and the notification).

Kind regards,
Bill

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1 vote
Alex Koxaras _Relational_
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
March 7, 2024

Hi @Benjamin Buchwald 

It's not possible in cloud, since the issue you are editing is not only the Epic but the individual standard issue types as well. You could perhaps use JMWE (or similar) and use an event-based action, which will remove any Parent link, if the parent is Epic and it's in the Done status. 

0 votes
Benjamin Buchwald March 7, 2024

Thank you very much for your suggestions. I will try the suggestion with the notification.

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