Automation between Subtasks

[Jesse Ortega Jr]

Hello. I am trying to create automation between subtasks but the different rules I have tried have not worked. What I am trying to accomplish is... when subtask "A" is done with a CHG resolution of "Successful" then in subtask "B" the field of AutoDeployApproved is filled with "Approved" and so on to the next subtask. Below is the automation rule that I think should have worked but didn't. I am also pasting the audit log. Please help me with understanding where I am going wrong. Thanks. 

[Ste Wright · Accepted solution]

Hi @Jesse Ortega Jr 

It looks like from your audit log that it's failing when it reaches the condition...

• CHG Resolution is one of Successful

...is that correct?

If yes, I'd check these things first...

• CHG-14111 has got the right CHG Resolution (i.e retest it)
• Change the condition for this line item to equals - making it an absolute
• I'd also recommend not using Summary contains or Summary starts with - I find these can be a little fluffy, and if the information is repeatable, having it in a select list custom field is more absolute for automation

If this doesn't work, can you provide exactly what the rule should do - including...

• Trigger: Is it Sub-task closing/resolving? Is it just the field CHG Resolution being populated?
• Action: Is it always just whatever Sub-task is linked via is blocked by?

...and we can try to help further :)

Ste

[Jesse Ortega Jr]

Thanks @Ste Wright for your response and feedback.

Yes, the automation was failing in the condition of 

• CHG Resolution is one of Successful

A modification has been made to the Sub-task screen and now automation is picking up the CHG Resolution of "Successful". However, now I have run into the issue that the next sub-task "JAD:B" cannot be found. Below is the workflow I am using and the audit log.

Here is what I am trying to Accomplish

• Trigger: Sub-task "JAD:A" is completed with the CHG Resolution of Successful 
• Action: Sub-task "JAD:B" with AutoDeploy EPServer is one of EPDEV, EPNONPROD, EPPROD --> Then field AutoDeploy Approved is autofilled to Approved
• Trigger: Sub-task "JAD:B" is completed with the CHG Resolution of Successful 
• Action: Sub-task "JAD:C" with AutoDeploy EPServer is one of EPDEV, EPNONPROD, EPPROD --> Then field AutoDeploy Approved is autofilled to Approved
• And so on...

[Ste Wright]

Hi @Jesse Ortega Jr 

The branch above is the issue - For Sub-tasks is looking for Sub-tasks of the trigger issue, which there isn't any, as it's a sibling rather than a parent.

It looks like the original branch was For Linked Issues - is blocked by which would be preferable - is there a reason you aren't using this anymore?

Ste

[Jesse Ortega Jr]

That worked @Ste Wright ! Thanks for all your help!