How to use smart values based on financial year to link epic to specific parent initiative

[Wendy Chen]

Hello! For background, I'm trying to create an automation rule that says when an epic (with a certain label) is created, then a set of stories will be created under that epic. I want to link this epic back to the appropriate parent initiative, based on the financial year. How would I accomplish this with smart values? 

[Mark Segall · Accepted solution]

Hi @Wendy Chen 

What is the data point on which that financial year would be queried?  Is it a field on both the epic and Initiative or something else?

[Wendy Chen]

The financial year is a field in both the epic and initiative. The name of the parent initiative also has "FY23" in the beginning. 

[Mark Segall]

Ok - Assuming you have a single initiative for each fiscal year, you could do something like this:

• TRIGGER: Issue Created
• CONDITION: Issue Type = Epic
• ACTION: Lookup Issues
  
  • Issue Type = Initiative AND YOURFISCALYEARFIELD = {{issue.YOURFISCALYEARFIELD}}
• ACTION: Edit Issue (Parent)
  • {{lookupIssues}}

If you have multiple initiatives for a given fiscal year, you'd still need to identify another vector that would help determine which initiative that epic should be tied to.

[Wendy Chen]

How do I link the epic back to that parent initiative that it would look up? 

[Mark Segall]

Sorry I should've said parent link field.  This is not available from the drop-down of fields available on that action so you'll need to copy/paste this into the more options section:

{
   "fields": {
   "parent link": {{lookupIssues}}
   }
}

This should do the trick.

[Wendy Chen]

Thank you so much!!