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How do I automatically trigger a status change on a parent issue based on the status of its children's statuses when a child's status is updated?

andreas Community Leader Jan 23, 2017

We are trying to automate our workflow. Here is what we would like to do:

We want to change the status of a parent issue (a story) when the status of one of its children changes. For example, suppose I have a story on the backlog that has 5 children that are also on the backlog. As soon as one of those children transitions from the backlog to an "in progress" state, I'd like to update the status of the story to have the status of "in progress" as well. The story would then stay in a status of "in progress" until its last child not yet in the state of "done" moves into a state of "done". At that time the story would be moved to a status of "done". We'd like to do this in an automated way so we never have to actually change the statuses of our stories.

Is this possible with your plugin? If we we'd love to know how to accomplish this. I can see how I would auto transition all subtasks from a change on the story, but not the other way around like we need it. There are lots of people trying to do the same thing online and there is really not a simple way to do it other than scripting it yourself. I am hoping Automation for JIRA can make this a bit easier.

6 answers

1 accepted

3 votes
Answer accepted

You can certainly do this with Automation for JIRA.  The rule is a little complex, but here's an example:

status-parent-sync.png

So lets break this down:

  • First we execute this rule whenever an issue is being transitioned
  • Next we check using a compare condition that the issue is a 'Sub-task'. We could have also used a JQL condition, but compare is a little faster to execute
  • The we branch of for the parent using the 'related issues' action
    • We now check with a 'Related issues condition' that some sub-tasks are "In Progress"
    • We also check with a compare condition that the parent issue is not currently "In Progress"
    • If those are true, then we transition the parent issue to "In Progress"
  • We have another branch point for the parent using the 'related issues' action
    • We check this time if all sub-tasks are "Done" using the 'Related issues condition'
    • If that's true, then we transition the parent to "Done"

The 2 'related issues' condition inside the two branch points, basically make sure the two branches are mutually exclusive and only one will ever execute.  Hope this makes sense!

 

@andreasLove to hear if it is possible to make this on a set of those some sub-tasks and not all of them.

Also @andreas what is the "Parent" condition? Works only for Subtask?

Any other "Parent" relation on Jira? 

andreas Community Leader Oct 05, 2017

Hi Sebastian,

Yeah so you could definitely restrict this further using the JQL condition and/or related issues condition to only run this rule when certain types of sub-tasks are transitioned.

The 'Parent' condition is actually an our 'Branch / Related issues' action.  It's a way to fork rule execution for related issues of the trigger issue.

There's an number of different options available to find related issues:

  • Current issue
  • Sub-tasks
  • Stories (or other issues in Epic)
  • Linked issues
  • All created issues
  • Most recently created issue
  • JQL
  • Epic (parent)
  • Parent

(these are all in relation to the trigger issue)

So in other words, you can find the 'Linked issues' of a trigger issue, or you could find the Epic of the trigger issue etc.

Hope that helps!

Cheers,
Andreas

Thanks @andreas.

You know what the "parent" option for related issues stands for?

@andreas can´t make it work to transition Epic status based on Epic's linked issues status.

Any help is much appreciated.

 Captura de pantalla 2017-10-13 a la(s) 14.07.55.png

Like ShonMark ODonnell likes this

@andreas any news on my question above?

Epics I want to transition are on "Operation" projects only.

Linked issues can be of any type (bug, task, story, incidents and subtasks) and from different projects "Web Crawling" and "Application" with same workflows statuses.

I have Global rule config and all are on create screen already.

I tried with this other rule not on an Epic but on any Task, Story, Incident or Bug to transition from one status to another depending on his linked issues statuses, but is not working.

I branch out for elseif conditions the "For Current Issue" to apply on different status for his linked issues.  

Captura de pantalla 2017-10-16 a la(s) 14.07.20.png

 

Thanks

Andreas, how do you implement the same solution in the Cloud version of Jira?

Like Mark van Leeuwen likes this

Interested as well...

@andreasSame for our company. If you could tell us how to implement this workflow on Jira Cloud it would really help us a lot.

Would be interested as well

@Martin Mayerhofer  @Mark van Leeuwen  

I work on a cloud version and this works fine for me:

We have a parent project called "Operation" and have several software factory related projects (Web, Data, Crawling, App) that transition the parent status issue based on their status issue.

 

(1) Rule must be global

Captura de Pantalla 2019-09-08 a la(s) 17.19.43.png

If issue matches JQL transitioned is in any other project than the parent project "Operation" and is not an Epic (we use them on App, Web Crawling, Data, and others) then:

For Linked Issue (Types: can be "blocked", "is blocked by", "causes" relationships):

 

If: Issue matches JQL condition takes out the parent project and the "status" of the parent issue is going to be transitioned: 

Captura de Pantalla 2019-09-08 a la(s) 17.23.03.png

Based on some of the statuses of the related issues:

(for example, we change the parent status to "In Progress" if some related software factory issues transition to "QA", "Code Review", "In Progress", etc)

Captura de Pantalla 2019-09-08 a la(s) 17.23.29.png

Captura de Pantalla 2019-09-08 a la(s) 17.23.29.png

Captura de Pantalla 2019-09-08 a la(s) 17.23.29.png

@andreas - I tried this, but it does not work on the Jira Cloud version. Please advise.

does not work 

 I am trying to so something a little different. I have a project that when it needs to be escalated it creates a new ticket in another project and automatically links the two. the issue i am hitting is, that i want the linked ticket (the child) when moved, to update the status of the original ticket ( parent). 

 

I may be missing something, but i cannot get it to work. @andreas any help would be great!!!! 

I am trying to change the status of the Jira Service Desk (linked issue) when the status is changing in Jira Software. Searched the web, but couldn't find any reference.

We are now using the JMWE plugin, way better for things like this and their support is amazing!

Totally disagree with you @Ashlee Toney never seen better user-non-programmer-friendly interface with automation and their support never fails. Keep your comments like this somewhere else.

Thanks  

I was simply stating my experience with Automation for Jira and JMWE. Please keep this professional. We are all allowed to provide our opinions and support in the Community to help one another choose the right option that works for our companies.

In my opinion, as you say you should help others providing feedback, experience and how it worked for you from one tool to another rather than a 1 line comment adding 0 value.  ;)

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