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PanelbgColor#f5f5f5titleColor#ffffffborderWidth0titleBGColor#000000titleJSU for Jira Cloud
Info

This is the documentation

of

for JSU for Jira Cloud. If you are using JSU on Jira Server/Data Center, see our JSU Server/Data Center documentation.

InfoNOTE: This guide starts from the "Edit Workflow" screen of a chosen project


Goal

Eliminate repetitive tasks and save time by automatically closing parent tasks

Scenario

When your team has closed all of an issue’s subtasks, the parent issue remains open and someone has to manually move it to

Status
colourGreen
titledone
. Let’s look at how this common task can be automated with JSU.

Components

Linked Transition post function

How to configure this rule

  1. Create a draft of your project workflow. If you're

not sure
  1. unsure how to get to this page, follow the onboarding steps

for existing projects

(tick) Keep your backlog clean by ensuring that parent issues are automatically closed when all of their sub-tasks are completed

↓ Follow the step-by-step guide below to see how to configure this automation in your Jira instance. ↓

Configure the post function

  1. You can then view your workflow in Text or Diagram mode. The steps in this use case represent Diagram mode. If you haven't already, switch the workflow viewer

into "Diagram View" and ensure you are in "Edit Mode". You can enter Edit Mode by selecting the "Edit" option towards the right of your workflow viewer. 
Image Removed
  1. to Diagram mode.

    Image Added

  2. We want to close parent issues when their

' sub-tasks
  1. subtasks are done, so we need to add the rule specifically to when issues transition to the 

    Status
    colourGreen
    titleDONE
     status. Click

on
  1. the arrow that points

inwards
  1. to this status to show the transition rule options menu.

  2. We want to add a post function to this transition

, which
  1. that runs an automation after the issue has been transitioned to the target status. Select

"
  1. Post Functions

"
  1. from the

list which opens a new
  1. options list to display the Post Functions tab.

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In the Post Functions table - click "
  1. Draft workflow shown in diagram view with the options displayed for the transition to done.Image Added

  2. Select Add post function

" Choose "
  1. to view all available post functions.

Image Removed
  1. Select the Linked Transition (JSU)

"
  1. post function, and then click

"
  1. Add

"
  1. at the bottom of the

screen
  1. page.


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  1. We want the parent to automatically close when the last

sub-task
  1. subtask is closed, so let's set

"
  1. the Trigger transition on all issues related as

" to "
  1.  option to Parent /

Sub-Task > Parent
  1. Subtask > Parent (Issue in Transition must be Sub-Task)

"
  1. .

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  1. Image Added

Now
  1. Next, we

have to tell JSU
  1. define which transition and in which workflow we want to transition the parent issue we just selected.

As we
  1. We want to keep this rule simple, so we only want this rule to apply to issues in our

"
  1. JSU

"
  1. project.

So for "Transition", we

  1. Transition: We select the workflow that applies to our JSU project and the

"
  1. Done

" But remember, we
  1. transition. This means any parent issues will be transitioned to 

    Status
    colourGreen
    titleDONE
     as part of the rule we're configuring.

Image Removed
  1. Image Added

  2. We only want the parent to be transitioned to 

    Status
    colourGreen
    titleDONE
     if ALL of its

sub-tasks
  1. subtasks are also 

    Status
    colourGreen
    titleDONE
    . To configure this, for

"
  1. All other sibling issues (for example linking to the target with the same link type) must have one of the following statuses

"
  1. we

're going to
  1. set this as

"
  1. Done

"
  1. .

Image Removed
  1. Image Added

  2. The remaining fields are optional. For your reference

though
  1. we

can talk about
  1. consider how you might want to use

the remaining
  1. these fields. If you're happy as is, feel free to proceed to Step

#9
  1. 9. All of these fields are described in detail in the Linked Transition post function page of the Configuration Guide.

    1. Resolution - If you would like to add a resolution to the parent issue after the post function closes it, you can define which resolution to choose in this field.

    2. Perform as user - In Jira Cloud, all "actions" both manual and automated, must be performed by a registered Atlassian account. If you'd like JSU to impersonate another user to run its automation, you can choose that user here. It's important to note that the impersonated user must have the right account privileges to perform the action. If you're not sure, just leave this field blank. Leaving the field blank means the automation will be run as the default user, "JSU add-on user" which has elevated privileges and can perform most functions.

    3. Copy field - If you'd like to add more information to the parent issue as part of the automation, you can describe what information you'd like to add here.

  2. Now you're ready to save your new post function. To do this,

click "
  1. select Add

"
  1. at the bottom of the page.


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  1. You can now see a summary of all your post functions applied to this transition. To confirm this new workflow and test it out, you need to publish it. At the top of the

screen click "Publish Draft" and then either "Yes" or "No" if you'd like
  1. page, select Publish Draft. You can choose to save a backup

of the workflow before our changes are applied, followed by "Publish" again. 
Image Removed
  1. if required before confirming.

    Image Added

Test the post function in the workflow

Now we can go test the post function in action!

Head
  1. Go to an open issue that

has
  1. includes one or more open

sub-tasks within itNow proceed to transition
  1. subtasks.

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  1. Image Added

  2. Transition all of the subtasks to 

    Status
    colourGreen
    titledone
    .

Image Removed
  1. Image Added

Now refresh
  1. Refresh/reload the parent issue. You'll notice that it has now also been transitioned to 

    Status
    colourGreen
    titledone
     - which means our post function has worked as expected!

Image Removed
  1. Image Added


    Congratulations! You've just configured your very own automation! (star)

Feel free to continue exploring other use cases for this

Post-Function

post function, such as

"

Close parent Epic when all the issues within the Epic are done

"

, and more!


Need more information or help? Get in touch!