Update phase of items through the phase of your tasks

[PabloS]

Is it possible that when reaching the completed metaphase of the Task entity, the phase of the parent element (QS or US) to which the task belongs can be changed?

[Adi Kimhi]

Hi @PabloS ,

We do support this use case. can you please try the below and let me know if helps:

Update an item based on counts of related items

You can set field values when a related entity changes by creating a condition based on the counts of a related entity in a Set Field Value rule. The following counts are particularly useful: 

• children count (for features)

• child task count (for user stories)

Update the phase of a user story to Done if all its tasks are completed: 

1. Select the user story entity.

2. Select Child task count for the Field value.

3. Select the Filter operator. For details, see Design business rules.

4. Select Phase > = > In Progress, New.

5. Select the = operator.

6. Enter the value 0.

7. Click OK twice.

Thanks,

Adi

[PabloS]

Hi @Adi Kimhi ,

We will test it and let you know the result.

Thanks a lot!

Pablo

[PabloS]

Hi @Adi Kimhi ,

We create and test the rule, however, it does not cover the request of the client, who would expect to be able to update the phase of the parent entity when all the tasks it owns are completed through its workflow.

Thank you,

Best regards.

[Adi Kimhi]

Hi @PabloS ,

In this movie you can see the exact steps on how to implement this business rule. Can you please take a look and let me know if it helped?

https://www.youtube.com/watch?v=RDJq_DsC-c4&feature=youtu.be 

Thanks,

Adi 

[PabloS]

Hi @Adi Kimhi,

We will review it and let you know the result.

Thanks a lot!

Pablo

[PabloS]

Hi @Adi Kimhi 

We tested the rule successfully in the User Story entity, however, in the Quality Story entity we do not have for the action "Set field value" the timming option "When related entity changes".

Thank you,

Best regards.

[yael]

Checking re. the quality story