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Automation to change the Account Field when the epic link is changed in a Task or In an issue

Hi, 

Can someone advise what automation rule to configure, please?

I would like to automatically update the Account field for linked issues of an epic when the Epic Link is changed.

 

Thanks, 

Earl 

1 answer

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Answer accepted

Hi @Earl Kabiling

Is this for Tempo, given its the Account field?

And when you say linked issues - are these linked via a link type, or do you mean linked to the Epic as children (i.e stories have an Epic Link)?

This will help specify the rule :)

Ste

thanks, Stephen! 

 

Yes for tempo and it's linked to the Epic as children ie  as an issue in the epic 

 

 

Thanks, 

 

Earl 

Hi @Earl Kabiling 

This should be possible with Automation for Jira - this is native to Jira Cloud or is a paid add-on for Server / DC.

This is how I did it:

  1. Go to the Automation rules page and create a new rule
  2. Choose the trigger "Field value changed" - and type in the field "Epic Link" and press enter (it doesn't have to come up in the drop-down)
  3. Next, choose the action "Edit Issue" - choose a field from the drop-down
  4. A new field will appear where you can clarify where the value will come from - select to copy it from the Epic issue. The option "copy from" will either be in the field directly or through the options icon next to the new field (3-dots on right-hand side)
  5. Give the rule a name and publish it

I can't check if "Account" works specifically, as I don't have Tempo in our instance. I used labels though and it worked fine.

If you weren't referencing Automation for Jira here and are using a different app, let us know :)

Ste

awesome thanks mate! will check this out and yes I'm using the automation jira..

much appreciated

Like # people like this

Brilliant...I've been going round in circles with this..the fact that you can add fields that are not in the dropdown (and hence you still get the error when you type it) made me think you couldn't do this....

sheer genius ... thanks 

Hmm, I've been looking for a way to to this too, but I get stuck at Step 2. After typing in "Epic Link", I press Enter and nothing happens, I can't advance out of that field. It acts like it's validating that field and knows that the entry isn't available via the drop down. Tried all sorts of variations nothing seems to work for me. Also using Automation for Jira (Cloud).

Any ideas?

Hi @Dave Ness 

It seems "Epic Name" now covers Epic Link also. I gave this a go and it worked on our environment.

Ste

Thank you much!

I've just tried using Epic Name after having exactly the same problem Dave Ness described above. It doesn't work. The rule never gets triggered. Does anyone know if it's possible to make this work? It seems like that should just work out of the box and I have no idea why Epic Link would be absent from the dropdown

Hi @James Meyer-Bejdl 

This workaround doesn't work anymore. It is a known bug - see AUT-1264

There is a further workaround in AUT-1264:

  • Set the Trigger as Issue Updated
  • Add a Condition - Advanced Compare Condition - then set...
    • First Value: {{changelog.Epic Link}}
    • Condition: does not equal
    • Second Value: Leave as Empty

^ Just to note, the rule will trigger whenever any issue is updated - regardless if it meets the condition or not.

Due to this, I'd advise having this rule at project-level, where executions are virtually unlimited - rather than global, where there are execution limits per month.

Ste 

Like # people like this

@Stephen Wright _Elabor8_ 

This worked brilliantly.  Never thought about monitoring the fields of {{changelog}}.  Another tool in the belt.  Thanks!!

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