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To copy custom fields to subtasks

Mario Amaya December 14, 2023

Hey guys, do you know how can I do in the automation to copy a custom field from the Issue 

 

I mean, I have an issue created, when creating a subtask from that issue, I want a custom field to be the same as the parent issue, you know?

2 answers

1 vote
Mayur Jadhav
Community Champion
December 14, 2023

Hi @Mario Amaya ,

I hope you are doing well!!

Atlassian has document on how to create automation rule to copy the parents field data to a sub-task. 

Automation : Copy custom field values between subtasks and parents

@Mark Segall mentioned in his answer just change the trigger point.

1 vote
Mark Segall
Community Champion
December 14, 2023

Hi @Mario Amaya - So you're creating the sub-task manually, and upon creation you want automation to copy field data down?

You could do something like this:

  • TRIGGER: Issue Created
  • CONDITION: Issue Type = Sub-Task
  • ACTION: Edit Issue
    • Select your field
    • Click the ... menu 
    • Select Copy
    • Change the source to Parent

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