How to create an epic and to assing it certain tasks/issues automatically depending on a the titel?

[Antonina Yudina]

Hello the jira community,

I am trying to get started an automatismus for epics with a specific title, e.g. "Development of interfaces" which consist of sequence of certain tasks (kind of checklist) which will be accomplished separately (not in the same sprint/time period). Is it possible? If anyone could outline the step-by-step instruction how to create such an automatismus I l be really grateful.

Take care,

Antonina

[Walter Buggenhout · Accepted solution]

Hi @Antonina Yudina,

Your automation rule could look somewhat like this:

In the example, only 1 task is being created. You can add additional tasks in the same way. Note (on the right hand side of the screenshot) how the Parent field is filled out to ensure the created task is linked to the parent epic that triggered the rule.

If you want to handle different scenarios (e.g. different sets of tasks for different types of epics), you could use IF ... ELSE ... conditions instead of the simple "if summary contains ..." condition from this example for the different scenarios.

On a side note: I would not really recommend the approach to make your automation depending on the summary of your issue. Typos are very easily made and they will make your automation behave unreliably. If you are thinking about building a more robust, automated process, you might want to consider using e.g. a structured field (like a select list with predefined options) where your users can choose what type of epic they are creating.

Hope this helps!

[olena_tsarova]

@Antonina Yudina hi!

automation based on the issue summary might not be the best solution.What’s the final goal? Are you trying to automate a specific process with predefined tasks and checklists?

[Antonina Yudina]

hey guys, 

it worked quite perfectly!!! Thank you a bunch for your quick support. Had I posted my question earlier this day, it d save a lot of time :).

Wish you all a good day!

Cheers, 

Antonina

[Jack Brickey]

Hi @Antonina Yudina ,

While, you certainly can create a condition that checks that the summary contains a certain string. I believe that is rather error prone. You might want to consider creating a custom field that is a drop-down for specific types of epics that reflect your title. And this way you have a definitive list to be used within your condition for creating the appropriate tasks and subtasks. If you need assistance with your specific automation rule, please consider providing a screenshot with what you have come up with so far. This will give us something to work from and drive towards a rule that works for your specific scenario.