Once a field is updated in the EPIC I want the same field for all tasks in the epic to be updated.
1) Is there a way to do this without doing a "bulk change"? I have attempted to write automation for this and based on the audit log it states successful, however when I go to check the field within the task it is still empty.
2) Is there a way to transition a specific issue to a different status once a field has been updated?
P.S i have no formal training on writing these so if you could please provide a solution in the simplest way possible lol
thank you all in advance!
2 answers
2 accepted
Hello @Darrian Castillo
When looking at the Audit Log for an Automation Rule you can get more details about what happened when the rule executed by clicking the Show More link. Please click that on the last successful execution of the rule and share what it says with us.
Can you also provide screen images that show the details of each step in your automation rule?
Regarding your second question, yes, it is possible to automate changing an issue status when a field in the issue changes.
- Do you want the status changed regardless of how the field is updated?
- Does the transition depend on any field being updated, or a specific field?
- When you say a "specific issue" what do you mean? Are you talking about a very specific single issue, or are you talking about a category of issues, or ?
- Are there any workflow limitations that would block transitioning the issue to the desired status?
Thank you for your quick response. Please see screenshot below of the "show more". This reflects it updated all of these issues, which is exactly the issues that need to be updated.
For example: If the EPIC field "Greenlgiht Date" (which is the date picker format) is updated - I want all issues with the same field "Greenlgiht date" within the EPIC to be updated.
Additionally, here are images of the details for each step.
- Do you want the status changed regardless of how the field is updated? I want the status to change once a date is added to a specific field for specific issue. For example: In addition to the above requests, I want the issue "FPFV" to transition to the status "Scheduled" once the field "Greenlight Date" is updated from the EPIC - I hope that makes sense
- Does the transition depend on any field being updated, or a specific field? A specific field.
- When you say a "specific issue" what do you mean? Are you talking about a very specific single issue, or are you talking about a category of issues, or ? A single issue within the EPIC
- Are there any workflow limitations that would block transitioning the issue to the desired status? no.
Hi again!!
Thank you again for assisting me with my first question about updating a field within the EPIC to update the same field in the related tasks! That has been a success.
I have figured out my second question - but want to add one more additional condition to do a second transition to "done." Please review the screenshot below - this current automation is successful, however, I want to see if after the scheduled SIV date has been reached. For ex: SIV date is 04/12/2021 on 04/13/2021 transition issue to "Done".
Is that possible to do?
The workflow is as follows "Not started" - "In Progress" - "Scheduled" - "Done"
To have an issue automatically transition on a date based on how that date compares to a date stored in a field in the issue you will need to create an automation rule that runs on a schedule (i.e. daily), look for the issues where SIV Date is in the past, and then transition the issue.
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