When the Epic of a story changes, how can I use Automation to update the Story Points of the Epic?

[Ni Zhang]

For example:

Story B under Epic 1, it has 3 story points, Epic 2 has no story points been entered

Change Story B from Epic 1 to Epic 2

Check Epic 2, will its story points have been updated to 3

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Check Epic 1, its story points will be updated to 8 instead of 11

In this case, I know configure Scheduled in Automation can implement it. But I find once config Scheduled, I have to set it how often the it will be triggered. Even if during the time, no one story has any its Epic' changes. As long as the set trigger time arrives, this rule will be automatically triggered.

In order to save resources, I would like to implement this rule to be triggered only when the Epic of the story is updated. How should I configure this automation?

Thanks all guys' responses!

[Bill Sheboy]

Hi @Ni Zhang -- Welcome to the Atlassian Community!

Your rule could use the field value changed trigger, watching for changes to the Parent field, and then use the changelog smart value to update the new and old parent Epics using branching and the Lookup Issues action.  This is a very common community question, and if you search will find several example rules.

And, please note well: what you describe is only one of the possible scenario.  There are several others, so decide which ones you want to handle as the different rules will have different triggers and logic.  For example:

• when a Story is created with a parent Epic, update the parent
• when an existing Story has the parent Epic set the first time, update the parent
• when a Story is changed from one parent Epic to another, update both the old and new parents
• when a Story is deleted...
• when the Story Points are updated in a Story with a parent Epic...
• when someone manually changes the Epic, recalculate from the child Stories
• etc.

Kind regards,
Bill

[Ni Zhang]

Hi @Bill Sheboy 

Thanks your reply. 

• when a Story is changed from one parent Epic to another, update both the old and new parents
  
  Could you please share a link to this? Thanks