How do i create an automation to notify the Epic Reporter that a child issue has been transitioned?

Hualberto Aguirre
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April 10, 2024

Hello!

To give some context, we have a Jira Project where we create Epics as work container for some big deliverables. Then task (child) are created under other different Jira Projects (Teams).
Ex.

  • EPIC ABCD (PROJECT A)
    • Task 1 (Project b)
    • Task 2 (Project c)
    • task 3 (Project d)

In order to help Product Managers have a glance on how the tasks/Story child of their Epic are been transitioned, i would like to create an automation that notify them when work has started for their Epics.

  • Triggers when a child issue is transitioned (even if its within another Jira Project)
  • Send a notification (slack) to the Epic reporter

 

Thanks for your help! :) 

2 answers

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Collista Lewingdon
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April 10, 2024

Good morning. To automate notifications to Epic reporters when child issues (tasks) are transitioned, even if they are in different Jira projects, you can use Jira's built-in automation features to send notifications directly within Jira. Here's how you can set this up:

  1. Navigate to Automation:

    • Log in to your Jira instance and go to your Jira project where the epics and child issues reside.
    • Look for "Automate" or "Automation" in the project settings or sidebar.
  2. Create a New Rule:

    • Click on "Create rule" or "Create new rule" to start configuring the automation.
  3. Set Trigger:

    • Choose the trigger event. Select something like "Issue transitioned" or "Child issue transitioned".
    • Configure the trigger to fire when any issue transition occurs within your Jira instance, regardless of the project.
  4. Add Conditions (Optional):

    • Define conditions to filter which transitions trigger the rule. For example, you might filter by issue type (e.g., task) or specific transitions (e.g., "In Progress").
  5. Define Actions:

    • Add an action to send a notification within Jira.
    • Choose the "Send notification" action.
      • Specify the notification recipients. Use Jira smart values to dynamically fetch the reporter of the associated Epic. For example, use {{issue.parent.reporter.displayName}}to get the Epic reporter's display name.
      • Craft a message that includes details about the transitioned child issue (e.g., issue key, summary, new status).
  6. Save and Enable:

    • Review your rule settings, then save and enable the rule.

If my answer helps you to resolve your issue please select it as the accepted answer. 

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Kalyan Sattaluri
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April 10, 2024

Hello @Hualberto Aguirre 

  • If you have access to set up a rule with multiple project permissions,
  • If you have slack integration set up,
  • Then when Task 1 (for example) transitions,
  • Then {{issue.parent.reporter.displayName}} smart value gives you the name of the Epic reporter.

So, Set up a rule where scope is (choose all projects),

With Trigger = Issue Transitioned,

Next If Condition and choose field condition and choose status = "In Progress" or leave blank if you want to notify every transition

Then action, send slack notification and as mentioned, reporter is {{issue.parent.reporter.displayName}} so you can include that in your slack notification.

 

If you dont have access to set up multiple project scope, implement this rule is all projects, Project B, Project C, Project D individually. Hope it helps!

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