How to limit the which issuetypes can be created under an Epic

[Shree Jantre]

Hello,

I am looking to restrict the issue type in specific status through creating issues "Issues in Epic".

via the "+" sign near the "Issue in Epic" area

how I can achieve this?

Thanks in advance!

[Pavel Junek]

Hi Shree,

When adding issues to an Epic via the "+" sign in the "Issues in Epic" section, Jira does not provide an out-of-the-box way to restrict which issue types can be selected directly in the Epic view. However, with a combination of the below-mentioned workflow conditions and automation rules, you can restrict the transitions and the types of issues that can be added.

By customizing the workflows and automating processes, you can control the flow of issues within Epics and their transitions to specific statuses.

In Jira Data Center, restricting specific issue types to certain statuses when using the "Issues in Epic" section is not a direct built-in feature. However, you can achieve this by using a combination of workflow conditions, issue type schemes, and Jira automation.

Here’s how you can approach this:

1. Workflow Condition to Restrict Issue Type Transitions

To restrict specific issue types from transitioning into certain statuses, you can modify the workflow for the issue types you're working with. Here’s how:

1. Go to the Workflow Editor:

   • Navigate to Jira Administration > Issues > Workflows.
   • Find the workflow associated with the issue types you're concerned with.
   • Click on Edit to modify the workflow.

2. Add a Condition to Status Transitions:

   • In the workflow, select the transition where you want to restrict the issue types.
   • Add a Condition that checks the issue type. For example, if you only want certain issue types (like a Bug or Task) to transition to a certain status, you can add a "Issue Type" condition that restricts the transition based on the selected issue type.
   • Save the workflow and publish the changes.

2. Issue Type Schemes for Epics

If you’re managing issues within Epics and want to control which types of issues can appear in that Epic (and thus manage the transition possibilities), ensure that you have properly set the Issue Type Scheme:

1. Navigate to Jira Administration > Issues > Issue Type Schemes.
2. Ensure that the issue types allowed for the Epic are appropriately configured for the projects in question.
3. This configuration won’t restrict transitions, but it ensures only relevant issue types are tied to the Epic in the first place.

3. Jira Automation to Enforce Issue Type Constraints in Epics

You can also use Jira Automation to enforce rules for specific issue types appearing under "Issues in Epic" and their transitions.

1. Go to Project Settings > Automation.
2. Create a new rule, such as "Issue Created" or "Issue Transitioned".
3. Use a Condition to check for the issue type and a Branch Rule for issues in Epics (you can do this by using the "Related Issues" > "Issues in Epic" condition).
4. Set an action to prevent the issue from being moved into a status if it doesn’t meet your criteria (e.g., if the issue type is restricted).