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Hi, I've tried many different things to help me achieve my goal but I just can't figure this out.
We use the following hierarchy in Jira - Initiative -> Epic -> Story/task -> Sub-task
Many of our filters are based on the 'Team' field so we need to ensure this is populated on every level in the hierarchy to keep everything working correctly.
I have an automation in place that will take the Team from the 'trigger issue' but this only works below Epic level as you can't create an epic from an initiative. We have to create the Epic and then link it to the initiative.
I'm trying to create a new automation that will take the Team value from the Initiative when the Epic is linked to the parent (on creation or after).
I've tried playing with the smart values but this one is a little beyond my capabilities. Any help would be much appreciated
Let's maybe take this a step at a time. Are you creating the Epic first or the Initiative? I assume Initiative, but want to check. Then I assume you are linking the two issues - correct?
If all of that is good, then you need to base your rule on a trigger for Issue Linked. Then choose the Link Type that you have between the Initiative and the Epic.
Then add a Branch - For Linked Issues
You can leave the Link types for All link types if you want since you have already done that with the Trigger. But setting this will let you choose which direction it is going.
Then add a new action for Edit Issue.
Then add your custom code above. Uncheck the box for sending emails.
Give a whirl and see what happens.
Hi John, thanks for your response.
You are correct. we create the Initiatives first and then over time link Epics to the Initiatives via the 'Parent Link'
I began to follow your advice but got stuck at the first point 'If all of that is good, then you need to base your rule on a trigger for Issue Linked. Then choose the Link Type that you have between the Initiative and the Epic. '
Is the screenshot below what you're referring to? It doesn't have a 'link type' option for adding a parent link.
Actually, let's go this route for when the Parent Link changes - mine was more old school.
Take a look at this: