Want to use workflow to check if a story has a field like Due Date but if empty get it from the epic

[Travis Sims]

Want to use workflow to check if a story has a field like Due Date but if empty get it from the epic due date field.  there are several other fields I would like to do the same. 

[Bill Sheboy]

Hi @Travis Sims 

Are you wanting to do this with the workflow on some condition or with an automation rule on the status transition?

Kind regards,
Bill

[Travis Sims]

would like to do this with an automated rule. 

> when status goes from TODO to Dev in progress 
> check due date on story
> if empty get it from epic 

@Bill Sheboy 

[Bill Sheboy]

Thanks for that information, and I believe you have outlined the rule with the steps you note:

• trigger on the transition,
• check the issue type is a Story,
• check the Due Date with a condition,
• and when empty, copy from the parent Epic.

Have you tried creating the rule, and if so, run into any challenges?

[Travis Sims]

Yes, I cannot get the due date to copy from the epic.  It says that it could not be found.

[Bill Sheboy]

When you use the Edit Work Item action...

• select the Due Date field from the dropdown list
• on the right side of the field, use the ... menu and COPY
• select the expression shown
• and change the copy value from to the parent (i.e., the Epic)

If that does not help, please post an image of your complete rule and the Edit Work Item action as those will provide more context.  Thanks!

[Travis Sims]

I figured it out but had to go with a different approach.  Trigger > if not epic > copy field from epic field. The smart values were a little crazy since I could not test the query but it was adding the project at the end of the jql which caused it to not locate.  Also using branch to Parent it would not locate either.  Thanks for you help as I may have some questions later.