Automatically Update Parent Task Based on Subtask Changes in Advanced Roadmap

Summary

This article will outline how to automatically update the parent task's start and due date when its subtasks' dates are changed via automation.

Solution

Basic steps

• Trigger: Changes to the fields 'Start date' or 'Due date'

• Condition: On work items of type Sub-task

• Then: Lookup Work items to collect all Sub-tasks of the same parent

• (Optional) Add info to the audit log

• Branch: For Parent

• Edit Work Item Fields: 'Start date' = Minimum of the dates of Sub-tasks, 'Due date' = Maximum of the dates

Detailed Steps

• Go to ⚙ > System > Global Automation

• Click on Create rule -> Create from Scratch

• Select the trigger Field value changed. Add the fields 'Due date' and 'Start date' as the fields to monitor

• Add component IF: Add a condition and select Work items field condition

  • Field: Issue Type

  • Condition: Equals

  • Value: Sub-task

• Add component THEN: Add an Action and select Lookup work items

  • JQL: issuetype = Sub-task and parent = {{issue.parent}}

• (Optional) Add component THEN: Add an Action and select Log action

  • Enter a Log message of your choosing

• Add component FOR EACH: Add a Branch and select Branch rule / related work items

  • Type of related work items: parent

• Add component THEN: Add an Action and select Edit work item

  • Select the fields 'Due date' and 'Start date' from the drop-down list

  • 'Due date': {{lookupIssues.customfield_100015.min}}

  • 'Start date': {{lookupissues.customfield_100056.max}}

• Click on Turn on rule to give the rule a name and enable it

Example

ℹ️ Don't forget to test the rule to make sure it executes as expected.