Set Epic Start and Due Date to earliest/latest Child Dates

[Roman Kastner]

Hi,

I want to have an automation to do the following:

The type of trigger does not really matter (manually or field value change is possible), but it should be executed on an Epic.

The automation should get the earliest Start Date of all child Issues under an Epic.

Then the Epics Start Date should be updated with this earliest Start Date.

Analogously I will need the functionality for the Due Date.

A screenshot and possible queries would be much appreciated!

Thanks in advance

[Trudy Claspill]

Hello @Roman Kastner 

Welcome to the Atlassian community.

You could use the Field Value Changed trigger to monitor the Start Date and Due Date fields for changes.

You would follow that with an Issue Field Condition to confirm that the issue is not an Epic or a subtask.

You would follow that with a For Branch / Related Issues / Epic (parent) step

Within the branch you could use the Lookup Issues action to retrieve all the child issues of that Epic via JQL where the field you monitored in the Trigger (Start Date, or Due Date) is not empty, and order the results by that field so that the first issue listed would have the date you want to copy to the Epic. 

i.e.: "Epic Link" = {{issue.key}} and "Start Date" is not empty ORDER by "Start Date" asc

You would add an Advanced Compare Condition to confirm that there was at least 1 issue in the result set.

- First Value: {{lookupIssues.size}}

- Condition: greater than

- Second value: 0

The next step would be to update the Epic's Start Date field with the Start Date value from the first issue in the results set using the Edit Issue action.

- Field to update: Start Date

- Value: {{lookupIssues.first.Start Date}}

Repeat the Lookup Issues, Advanced Compare, and Edit Issue actions for the Due Date field.

[Roman Kastner]

Hello Trudy,

thank you so much, it works.

Best regards,

Roman

[Trudy Claspill]

You're welcome.

In the future, you may want to post questions in the Questions board rather than the Discussion board.