Is it possible to use automation to create a sub-task if “yes, Desktop” is selected on a form and th

[Joanna Whitley]

Hello

We are creating a Resource Request form.  Is it possible to use automation to create a sub-task if “yes, Desktop” is selected on a form and then ad that selection entry to sub-task summary?

Does user need a computer

• Yes, Desktop
• Yes Laptop
• No

[Marcus Jones · Accepted solution]

Hi Joanna, 

I would try:

- Create a custom field "Does user need a computer" and assign that field to your project screen. 

- Create your form and map the form field to your custom value

- Run the automation - When an issue is created, check the "Does User Need a computer" field, if there is a match then create a new subtast, copy the parent summary and description, and set the "does user need a computer" field.

[Mikael Sandberg]

Just to add to @Marcus Jones answer, I would trigger on field value changed because the form may not have been added when the issue created would trigger. Also note that there is an API coming for forms that would allow you to bypass using a custom field to store the answer, instead you can use the API to get the answers in the form and then act on that.

[Joanna Whitley]

Thank you @Marcus Jones

Your solution worked for auto creating subtasks, also I was able to use if/then to make the project name reflect the selection when there was only signal selection radio button.  but I will still keep searching for answer of how to bring in form answer from Checkboxes where the end user could select up to five items.  My hope is to pull the answer out of the form and add it to the subtask. 

[Marcus Jones]

Hey Joanna,

You should be able to do that. You can map your form field to your Jira custom field. The custom field will need to be a multi-select. When a user submits the form, the data will be input into your Jira field and then can be copied over to your subtask with automation. 

[Joanna Whitley]

Thank you again

All custom fields in the form are linked jira fields.  I am guessing coping the responses I will need to use JSOn  under  more options, additional fields

Thank you

Joanna