Automation for Moving Epics to In Progress/Done when Any/All children stories set to a status

[JD Lobue]

Hello,

I'm looking to create automation around setting Epic status to In progress when any 1 of it's children issues are set to in progress category type.

Also, I want to set the epic status to done when all of it's children issues are completed.

Any assistance would be appreciated.

Thanks

[JD Lobue · Accepted solution]

Figured it out

[Jon Norton]

Hi @JD Lobue are you able to provide a screenshot of the automation rule for setting Epic status to In progress when any 1 of it's children issues are set to in progress category type?

Struggling to figure it out at present.

[Joy RK]

@JD Lobue 

You can try this automation rule using the following components.

1. Trigger: Issue transitioned 

2. Issue fields condition 

3. Branch rule / related issues

4. Related issues condition

5. Transition issue

Note:

• If your initial status is New then you should use New in place of To Do
• In step 2, you could also say If issue type = Sub-tasks ; I did not use that because my epics have issue types that include but is not limited to sub-tasks

Here's a visual representation, do test and I hope that you can reach your goal :) 

Update to response:

the last part of the automation should be 

Then: Transition issue to “In Progress “

[Dann Williams]

Slightly confused - why would moving and issue to "In Progress" transition the parent task to "Done"?

[JD Lobue]

yeah...that is wrong. As the title instructs, I was looking for creating automation around setting Epic status to In progress when any 1 of it's children issues are set to in progress category type.

Also, I want to set the epic status to done when all of it's children issues are completed.

[Dann Williams]

Yeah, I'm having the same issue...

Tried following this, but didn't seem to be able to get it to work:

https://community.atlassian.com/t5/Marketplace-Apps-Integrations/Would-like-Epic-Status-to-change-based-on-story-s-status/qaq-p/1547781

Perhaps you'll have better luck!

[Jon Norton]

I set up the below and it works for my projects:

[Joy RK]

Thanks for flagging the error in the screenshot.

Update to response:

the last part of the automation should be 

Then: Transition issue to “In Progress “

[Dann Williams]

Hi Joy,

Thanks for updating - makes sense now! 

[Luis Dominguez]

Did this work. It did not work for me. I moved over a sub-task issue from To Do to In Progress under an EPIC but the status on the Epic did not move from To do to In Progress.

Look at the rule I wrote

The subtasks was moved from To Do to In Progress but not the status of the Epic.

[Todd Heath]

Try this:

[Luis Dominguez]

Excellent it worked. Thank you. 

Can you please help me with this one? It does not create subtasks or another type of issues