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Automation: Epic Transition

Amy Chang
Contributor
April 29, 2024

Hi Community,

I want to ask some questions related to the Epic transition. Here are the scenarios that I didn't know how to do:

1) When a WIP task is removed from an Epic (A), and the rest of the child issues in Epic A are in Done status, move Epic A to Done.

2) When a WIP task is removed from an Epic (B), and the rest of the child issues in Epic B are in Open status, move Epic B to Selected for Development.

I tried to use {{#changelog.epic link}}{{fromString}} - {{toString}} to record the original parent; however, it doesn't work. 

1 answer

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Answer accepted
Dexter de Vera
Community Champion
April 29, 2024

Hi @Amy Chang ,

Try to create automation like this:

Trigger: Field value changed - parent

For: Branch rule / related issues:  JQL ->

IssueType = Epic AND Issuekey = {{fieldChange.fromString}}

      If: Related issues condition: Children - All Condition specified JQL - statusCategory = Done

          Issue fields condition: Status not equal to Done

          Then: Transition issue - Done

image.png

 

Amy Chang
Contributor
May 1, 2024

Hi @Dexter de Vera ,

It works well.

I also tried to use {{#changelog.epic link}}{{from}}-{{to}}, it works as well.

Thanks!

----------------------------------------------------------------------------

I have another question about the Epic transition.

Scenario: When I add a child issue that is not in Done to a Done Epic, the Epic automatically moves to In Progress.

However, there are some status combos not suitable for this case:

  • Closed + Open/Priority/Blocked => Selected for Development
  • Done + Closed => Done

Accepted combos:

  • Done/Closed + WIP
  • Done + Open/Priority/Blocked
  • All WIP

I don't know how to set better the condition I want for the status combination.

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