Backlog status follows Epic status – JSU use case
Do your Epics still stay on the Backlog of your Jira agile board after closing them? We know why! Besides the workflow status, Epics have an additional field called Epic status, only accessible on the Backlog screen. Only Epics with the field Epic status marked as „Done“ get removed from the Backlog.
This beecom How to video teaches you how to make Backlog status follow Epic status with JSU.
Check out the „How to“ video further below to configure your automation.
How to configure this workflow
Go to your project settings and click to edit your workflow. You can choose the transition you want to perform your post function. In this case we choose the „Done“ transition.
Go to the post function tab and click to add post function and then choose the „Update any issue field“ post function from JSU.
Finally click add.
Because we want this post function to perform only for Epics, we will need to configure a precondition.
Therefore, we set the precondition to be true at the beginning of the post function configuration. In this transition you want to have your Epic status updated to „done“.
Fill out the fields and click add.
Now it’s time to create your precondition to prevent errors when the workflow is used to non-Epic issues.
Click to add post function and choose the „Value field“ precondition. Configure your precondition by choosing Issue type to be equal to Epic and make sure the comparison type is „String“.
You can now add your precondition. Don’t forget to publish your workflow.
Now check what you have achieved with JSU. Your Epic is currently visible on the Backlog. Turn your Epic to „Done“ and go back to your Backlog.
Your Epic doesn’t show up any more!