Automation Trigger for Board Column Change

[Anna Luszcak]

I manage a Now, Next, Later style Project Roadmap board (displays Epics from multiple Projects). We utilize a Custom Field to assign a Now, Next, or Later field within the Epic to assist us in reporting and other business documentation.

I am looking to set up an Automation from my Project Roadmap that, if an Epic is moved columns (ie, from Now --> Done, Next --> Now, Later --> Next), it automatically updates the Custom Field within the Epic to reflect the Roadmap columns.

If needed information, these columns do contain multiple statuses

[Aaron Williams]

Hey @Anna Luszcak 

This seems very interesting. Could you assist with a few screenshots? Mainly of the columns in use? 

Is this now, next, later also used for statuses of the epics? Or not? 

Thanks

Aaron. 

[Anna Luszcak]

Hi @Aaron Williams

Please see the included screenshot of the Roadmap columns: Later, Next, Now, Done:

Within the Epic, we use a Custom Field 'Roadmap Horizon' as shown below:


We do NOT use Now, Next, or Later for the status of the Epics, nor will we going forward. It is not a viable option for our workflow.

[Aaron Williams]

Ah I see, so you want the column to dictate what enters that custom field? Almost like a status mapping to each column? 

[Anna Luszcak]

Correct. It would be helpful if I could move an Epic to a different column, the Custom Field would adjust to reflect that, instead of having to manually assign. Hoping to shave off time from the manual assignment and reduce errors.

Big picture: Our company utilizes a Now, Next, Later (and recently completed) Roadmap for monthly reporting internally to relay progress and upcoming changes as well as a dynamic table that displays our Now, Next, Later Epics in a more visual manner for stakeholders so they can see what features and changes are upcoming as well outside of release notes. These reports and visuals are tied to JQL queries that refer to the custom field.