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Setting up automation rules in Jira to update a parent issue's status based on its child issues' statuses is an effective strategy for maintaining project organization and ensuring accurate high-level reporting.

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  1. Status
    titleTo Do

    1. Trigger - Scheduled every {interval}week. Time may be different depending on project but will be before 7am. It will query for project category and issuetype (Initiative, Epic) in order to reduce the number of issues it targets.

    2. Condition 1 - For each Initiative and Epic it will look at all child issues and determine if ALL Child are in

      Status
      titleTo Do
      status category

    3. Condition 2 - Checks if the Initiative or Epic and will determine if that issue is NOT in

      Status
      titleTo Do
      status category

    4. Action - If both conditions are True, the Initiative or Epic will be updated to

      Status
      titleTo Do
      .

  2. Status
    colourBlue
    titleIn Progress

    1. Trigger - Scheduled every {interval}week. Time may be different depending on project but will be before 7am. It will query for project category and issuetype (Initiative, Epic) in order to reduce the number of issues it targets.

    2. Condition 1 - For each Initiative and Epic it will look at all child issues and determine if ANY Child are in

      Status
      colourBlue
      titleIn progress
      status category

    3. Condition 2 - Checks if the Initiative or Epic and will determine if that issue is NOT in

      Status
      colourBlue
      titleIn Progress
      status category

    4. Action - If both conditions are True, the Initiative or Epic will be updated to

      Status
      colourBlue
      titleIn Progress
      .

  3. Status
    colourGreen
    titledone

    1. Trigger - Scheduled every {interval}.week. Time may be different depending on project but will be before 7am. It will query for project category and issuetype (Initiative, Epic) in order to reduce the number of issues it targets.

    2. Condition 1 - For each Initiative and Epic it will look at all child issues and determine if ALL Child are in

      Status
      colourGreen
      titledone
      status category

    3. Condition 2 - Checks if the Initiative or Epic and will determine if that issue is NOT in

      Status
      colourGreen
      titledone
      status category

    4. Action - If both conditions are True, the Initiative or Epic will be updated to

      Status
      colourGreen
      titleDONE
      .

  4. Mixed statuses of

    Status
    titleTo Do
    and
    Status
    colourGreen
    titleDONE

    1. Trigger - Scheduled every {interval}.. Time may be different depending on project but will be before 7am. It will query for project category and issuetype (Initiative, Epic) in order to reduce the number of issues it targets.

    2. Condition 1 - For each Initiative and Epic it will look at all child issues and determine if ALL Child are NOT in

      Status
      colourBlue
      titleIn Progress
      status category

    3. Condition 2 - Checks if the Initiative or Epic meets the following JQL - "Percent Complete (Issue Count)" !~ 100 and statuscategory != "To Do"

    4. Action - If both conditions are True, the Initiative or Epic will be updated to

      Status
      titleTo Do
      .

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