Custom field filled automatically with Automation for Jira in Portfolio Hierarchy

[Marco Brundel]

We use Automation for Jira, Portfolio for Jira en Jira Software. In Jira we use the following Portfolio hierarchy:

1. Theme
2. Initiative
3. Epic
4. Story
5. Sub-task

On a Theme we have a custom field (customFieldId=10200, name = Program).

Now, from the Theme, I want to have the Program field filled automatically in the underlying issues in this hierarchy.

What is the best way to do this?


When Scriprunner offers a better possibility, I also like to hear it

[John McKiernan · Accepted solution]

Hi Marco, 

thanks for your question (and the clarity with which you have asked it!) 

With Automation for Jira, this is not something we can do at the moment. We have an existing improvement issue to support multiple levels of hierarchy. I have added a vote to it on your behalf. 

https://codebarrel.atlassian.net/browse/AUT-309

Cheers,

John 

[Edwin Stol]

Hi @John McKiernan1,

We managed to resolve it as follows, with a combo of ScriptRunner and A4J:

[John McKiernan]

Hey Edwin,

this makes a lot of sense. Glad you found a workaround and thanks also for sharing it on the community :)

Cheers,

John 

[Mike Headley]

In case anyone's looking to do this on a company-managed Jira Cloud instance: I used the same general structure of the previous answer and added on / updated a few of the queries. Interestingly, smart values seem to have come a long way and I was able to do things well outside of the documentation. For example, I was able to grab the Theme name from the Epic level using the smart value {{triggerIssue.parent.parent.summary}}

For context, I wanted to map 3 custom fields whenever any of the issues in the hierarchy update their parent link:

Portfolio = Theme

Program = Initiative

Project = Epic