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JIRA Automation for Custom field

Arvind
Contributor
January 22, 2024

Hello All,

 

We are using Initiative->Epic->User story for Jira Software Project Management.

1)  Would like an automation that whenever we are update a Custom field (for Customer name) it should be auto update the same information in Epic as well as User story.

2) When the Initiative is changed for Epic->User story then run an automation script that updates all child engagements

1 answer

0 votes
Rudy Holtkamp
Community Champion
January 22, 2024

Hi @Arvind ,

So you want to update the information down the hierarchy. What happens if the custom field is already filled? Should it be overwritten?

Anyway, you can use automation to do this.

image.png

  1. Create an automation rule which triggers on value changes for the custom field
  2. Add a branch for JQL with this JQL: issue in portfolioChildIssuesOf("{{issue}}") 
  3. Edit issue choose your custom field and copy the custom field from your trigger issue

You can add a condition if the custom field is already filled and you don't want to overwrite it.

Good luck!

Arvind
Contributor
January 22, 2024

Hello @Rudy Holtkamp ,

Thanks!

This automation is updating the custom field in child Issue (i.e Epic). however its not getting update the field automatically. I need to reassign the value in Initiative (parent) for same. which I dont want.

 

Do you have any idea about it

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