Automation for the stories transition

[Sari]

Hello, 

I would like to automate the transition status of the stories from "in progress" to "done".

I went to the "Automation" field and I played with the rules, but I was not able to solve the issue. 

Basically I would like that when the linked tasks are done, then also the story is done. 

[Mark Segall · Accepted solution]

Hi @Sari - It appears that your sample story links to issues on another project so first and foremost, your automation rule needs to be a GLOBAL automation rule with either an "all projects" or "multiple projects" scope.  This will ensure that the rule can traverse into all relevant projects.

For the rule itself, you'd want it to trigger as issues move to Done.  However, you need conditional logic for the rule to understand the "master" issue.  Some examples:

• Will the issue you want automatically closed always reside on project FL2?
• Will the child always be on project SC?

Link relationship plays a critical role as well...  The automation rule can navigate up and down the link hierarchy, but for link type "Relates To", the rule would have no way of identifying which is the "master" in that relationship.