Automation for Jira - How to automatically close an Epic once all its child issues are closed

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Platform notice: Server and Data Center only. This article only applies to Atlassian products on the Server and Data Center platforms.

Support for Server* products ended on February 15th 2024. If you are running a Server product, you can visit the Atlassian Server end of support announcement to review your migration options.

*Except Fisheye and Crucible

   

Summary

The purpose of this article is to provide a way to configure an automation rule that will automatically close an Epic once all its child issues (stories, tasks, etc.) are closed.

Environment

  • Jira Server / Data Center 8.0.0 and any higher version
  • Automation for Jira 7.4.0 and any higher version

Solution

Automation rule configuration

New Trigger: Issue transitioned

  • From status: leave blank
  • To status: Done 

(info) Make sure to change the status to the one used in the workflow when an issue is closed (for example: Closed, Resolved, etc...)

Branch Rule / related issues

  • Type of related issues: Epic (parent)
  • Rule restricted to projects: <Your project name here>

(star) In the Branch:

New Condition: Related issues condition

  • Related issues condition: Stories (or other issues in this Epic)
  • Condition: All match specified JQL
  • Matching JQL: status = Done

(info) Make sure to change the status to the one used in the workflow when an issue is closed (for example: Closed, Resolved, etc...)

  • Rule restricted to projects: <Your project name here>

New Action: Transition issue

  • Transition the issue by: Selecting the destination status
  • Destination status: Done

(info) Make sure to change the status to the one used in the workflow when an Epic is closed (for example: Closed, Resolved, etc...)

Screenshot of the automation rule



Last modified on May 30, 2024

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