Automation For Jira - Writing a rule that updates a parent issue (Initiative) based on an update made to its Child issue (Epic)
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 show how to configure a rule meant to update a parent issue (such as a field update, transition to a new status...) when its child issue is updated, in the case the parent/child relationship is based on the hierarchy level configuration which is a feature from Advanced Roadmap, and which is dictated by the Parent Link field.
It is important to note that the Parent/Child relationship is different from the Parent/Sub-Task relationship which is documented in configuring sub-tasks. The Rule Branches can only be used to search for the Parent of a sub-task, or the Epic a Story is linked to. However, the Rule Branches don't have an option to search the Parent of an issue when the parent/child relationship is based on Hierarchy Levels.
This is the reason why implementing such use case can be a bit tricky, which is why this KB article was written.
Environment
- Jira Server/Data Center on any version from 8.0.0 (Or Jira Service Management from 4.0.0)
- Automation For Jira on any version from 7.4.0
Solution
For this solution, we will provide an automation rule that will copy the Priority field of a child issue (Epic) into its parent issue (Initiative) when this field is updated.
We will also assume that the parent/child relationship is configured as below:
- The hierarchy levels are configured so that the Initiative issue type is a parent of the Epic issue type:
- With such hierarchy level configuration, we will have the Parent/Child relationship described in the examples below:
- The issue SCRUM-55 is a parent issue of the issue SCRUM-25 (as shown in the Child Issues panel):
- The issue SCRUM-25 is a child issue of the issue SCRUM-55 (as configured via the Parent Link field):
- The issue SCRUM-55 is a parent issue of the issue SCRUM-25 (as shown in the Child Issues panel):
Rule configuration
The automation rule will be configured like this:
- Add the Field Value Change trigger
- Fields to monitor for changes: Priority
- Add an Issue fields condition with the following settings:
- Field: Issue type
- Condition: Equal
- Value: Epic
- Add a Branch rule component with the following settings:
- Un-tick the option Only include issues that have changed since the last time this rule executed
- Type of related issues: JQL
JQL: use the JQL query below:
key in parentIssuesOf("{{triggerIssue.key}}")
- Inside the Branch rule component, add the Edit Issue action with the following settings:
- Choose Field to Set...
- Select "Priority"
- Select "Copy from trigger issue"
- Choose Field to Set...
The automation rule will look like this: