Automatic association to epic

[Matteo Gabanini]

Hello everyone!

I need to create a automation that set a particolar epic based on the value of a custom field (a dropdown list).

For example:

• if the custom field has value A, the epic should be XX-1
• if the custom field has value B, the epic should be XX-2
• ...

Thanks for your help!

[Manoj Gangwar · Accepted solution]

Hi @Matteo Gabanini ,

I suppose that you want to set the epic based on the custom field value when the issue creates

Select Trigger- Issue create 

Select New Condition - select If/Else block

Add Issue field condition- customfield-xxx = abc

Select New Action - select Edit field

Put Epic key

then again use the else condition .

[Matteo Gabanini]

It works! Thanks @Manoj Gangwar 

[Bill Sheboy]

Hi @Matteo Gabanini 

There are several ways to do this:

• use a series of if / else conditions to test and set the field
• use an inline conditional statement to do this in one step
• use a lookup table to map the values to the epic keys

What do you want to do if the selection field has no value?  Deciding that will impact how you apply the different solution approaches.

Kind regards,
Bill

[Matteo Gabanini]

Thanks for your anwser @Bill Sheboy

[Christian]

Hello Matteo

This should be fairly simple to do. 

1. Create an automation with the "Field Value Changed" trigger and set it to your dropdown list. You can choose which operations will apply to activating this trigger

2. Create an IF or Else condition

3. Set the first IF as dropdown = Value A, then parent equals XX1

4. Make an Else If for each other value the dropdown could be, associating with the appropriate epic. 

If I understand your problem correctly, this should solve it.

Let me know if that works or if you have any other questions.

Christian 

[Matteo Gabanini]

Thanks @Christian for your help! I used the EPIC LINK, the PARENT field doesn't worked =(