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Automate parent to update status to done when child epics are done

Elizabeth Jones
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 17, 2023

I am using Jira Work Management and Advanced Roadmaps Plans. I have issue types that are higher in the hierarchy than epic. I'd like to create an automation that updates the parent (higher than epic) to done, when all of the linked epics are done. Thanks!

2 answers

1 vote
Jehan Bhathena
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 18, 2023

Hey @Elizabeth Jones ,

You can try out this automation "Auto close parent issue when all sub-tasks are done" : https://www.atlassian.com/software/jira/automation-template-library#/rule-list?systemLabelId=all&page=1&pageSize=20&sortKey=name&sortOrder=ASC

In this I would change the condition for "ISSUE TYPE = EPIC", and in the Related issues I'd select "Children" to make it more consistent.

image.png

I haven't tested this out, but in theory it should work.

If this thread helped you out, please mark this as Accepted to help the other members find this post.

Thanks.

Elizabeth Jones
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 18, 2023

Thanks! This is very similar to what I have in place now; I will try it to see if it works. I suspect the root cause, and I absolutely should have mentioned this, but just realized it, is that the epics are in different projects from the parent. I'm going to try this as global instead of project specific and see if that resolves it. 

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Jehan Bhathena
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 18, 2023

Yes, If your Epics live in a different project then you'll have to use the Multi-project or Global automation. Single Project won't detect the issues from another project :-)

Jehan Bhathena
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 18, 2023

Hey @Elizabeth Jones ,

Thanks for the attachment,

I'd suggest adding a "Log Action" step that prints out all the tickets caught in the current run, I usually use this to find out where I maybe going wrong or the reason as to why the rule isn't running as I'd hope it to.

Elizabeth Jones
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 18, 2023

Great tip; thanks so much!

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Elizabeth Jones
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 18, 2023

It doesn't appear to acknowledge the issue type as a parent of the child epic. When I do a filter for the epics, it says parent link isn't applicable, but I have used the parent link to connect them; very strange. I'll try support and see where I get :) 

0 votes
Elizabeth Jones
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 18, 2023

Unfortunately, It didn't work. I'll keep trying and report back if I sort it out. Screenshot 2023-11-18 at 10.09.04 AM.png

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