Automations for Transition and Start Date are not working together...Any ideas why?

Steve Holland
Contributor
July 31, 2024

I have two relatively simple automations that work perfectly on their own: 

  1. IF issue is transitioned to "REFINEMENT IN PROGRESS" status; Start date = NOW

This works for all issue types that have that status.  

start.png

 

We created another automation to have the EPICS status updated if its CHILD STORY was updated. 

     2.  IF STORY is transitioned to REFINEMENT IN PROGRESS, then COPY THAT STATUS to its Parent. This also works perfectly. 

status.png

However, you would expect when Automation #2 is run to update the EPIC to REFINEMENT IN PROGRESS, that Automation #1 would also fire to tag it with the Start Date...Why is this not happening?  After all, the issue is getting Transitioned to REFINEMENT IN PROGRESS, which is the only condition that needs to be met for Automation #1..  If i go and move the EPIC to REFINEMENT IN PROGRESS manually, Automation #1 works just fine.  

 

Any help appreciated. 

2 answers

1 accepted

1 vote
Answer accepted
Samuel Gatica (ServiceRocket)
Community Leader
Community Leader
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July 31, 2024

Hi @Steve Holland 

Make sure the ckeck box "Check to allow other rule actions to trigger this rule. Only enable this if you need this rule to execute in response to another rule." is enabled for Automation #1

This way Automation #2 will trigger Automation #1

 

Screenshot_6.png

Best regards

Sam

Steve Holland
Contributor
August 1, 2024

That was it..So simple! appreciate it @Samuel Gatica (ServiceRocket) !

0 votes
André Felipe Rodrigues Lopes
Contributor
July 31, 2024

Hi @Steve Holland 
Maybe you can try to do all this in a single automation.

1- Add a Trigger for when the status transition occurs.
Choose Issue Transitioned.
In From status select any status.
In To status select REFINEMENT IN PROGRESS.

2 - Add an Action to set the start date.
Choose Edit Issue.
Select the Start Date field and set it to {{now}}.

3- Add a Condition to check the issue type.
Choose Issue Fields Condition.
Select the Issue Type field and set it to Story.


4 - Add another Action to copy the Story status to the Epic.
Choose Related issues.
Select Then: For parent.
Add a Transition issue action.
In Destination status select REFINEMENT IN PROGRESS.

You can try this, let me know if it works for you

Steve Holland
Contributor
August 1, 2024

Thanks for the insight @André Felipe Rodrigues Lopes   the first answer was what fixed it...I like to have our automations uncoupled so its easier to change/troubleshoot.

 

 

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