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titleJSU for Jira Cloud
Info

This is the documentation

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

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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

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  1. unsure how to get to this page, follow the onboarding steps

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  1. in Edit a Jira Workflow.

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(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

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  1. to Diagram mode.

    Screenshot of the Jira workflow editor in Diagram mode.Image Added

  2. We want to close parent issues when their

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

    Status
    colourGreen
    titleDONE
     status. Click

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  1. the arrow that points

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

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

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

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  1. Post Functions

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  1. from the

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  1. options list to display the Post Functions tab.

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  1. Screenshot of the Jira workflow editor showing post functions highlighted in the transition options menu.Image Added

  2. Select Add post function

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  1. to view all available post functions.

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  1. Select the Linked Transition (JSU)

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  1. post function, and then click

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  1. Add

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  1. at the bottom of the

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  1. page.

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

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  1. subtask is closed, so

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  1. we select Parent/Sub-

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  1. task > The parent of the subtask(s).

  2. Next, we define the workflow and transition we want to apply to the selected parent issue. We want to keep this rule simple, so we only want this rule to apply to issues in our

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  1. JSU

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  1. project.

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  1. We select the workflow

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  1. for our JSU project and the

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  1. Done

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  1. transition.

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  1. Any parent issues will be transitioned to 

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

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  1. Example configuration of the Linked Transition post function.Image Added

  2. We only want the parent to be transitioned to 

    Status
    colourGreen
    titleDONE
     if ALL of its

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  1. subtasks are also 

    Status
    colourGreen
    titleDONE
    .

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  1. We set the conditional status to

    Status
    colourGreen
    titledone
    .

  2. The remaining fields are optional.

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  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 "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.

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

  2. Now you're ready to save your new post function.

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  1. Select Add 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

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  1. page, select Publish Draft. You can choose to save a backup

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  1. if required before confirming.

Test the post function in the workflow

Now, we can

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test the post function in action

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.

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  1. Go to an open issue that

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  1. includes one or more open

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  1. subtasks.

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  1. Example Jira issue with multiple subtasks in the To Do status.Image Added

  2. Transition all of the subtasks to 

    Status
    colourGreen
    titledone
    .

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  1. Example Jira issue with multiple subtasks that have been moved to the Done status.Image Added

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  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!

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  1. Screenshot of an example Jira parent issue that was moved to the Done status through a JSU automation.Image Added


    Congratulations! You've just configured your very own automation

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  1. .

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Need more information or help? Get in touch!