Automation create sub-task

[Tiziana Pisenti]

I hava a Issue Type calles "Raum"- In the workflow I added the transition from the Status "Bestandesaufnahme" to the same Status "Bestandesaufnahme" with a Screen. I want to create a Subtask based on the information from the transition screen. How do I do that?

I have created the following Automation:

And I get the following Error:

What is wrong with the automation? 

[Cristian0791]

Hi Tiziana,

Please go to "Then" tab and check if Summary is copied from trigger issue:

Hope this helps.

[Bandarupalli Sai]

@Tiziana Pisenti - Follow the below steps in order to create the automation rule as per your requirement

1. Configure the trigger:

   • Select Issue Transitioned as the trigger.
   • Set the From Status and To Status fields both to "Bestandesaufnahme".
   • Save the trigger.

2. Add a condition (optional):

   • If you want the sub-task to be created only under certain conditions (e.g., a specific field value), add a condition like Issue fields condition or Advanced JQL condition.
   • This step is optional and can be customized based on your requirements.

3. Add the action:

   • Click on New action and select Create issue.
   • Configure the Create Issue action as follows:
     • Project: Select the same project where the parent issue exists.
     • Issue Type: Select Sub-task.
     • Parent Issue: Click on the field and choose the option Copy from trigger issue. This will ensure the sub-task is created under the transitioning issue.
     • Fill in other fields such as Summary, Description, and any other fields you want to be populated using values from the transition screen. Use smart values to reference fields from the transitioning issue.
       
       For example:
       • Summary: Create sub-task based on {{issue.fields.customfield_XXXXX}} (replace customfield_XXXXX with the ID of the custom field from your transition screen).
     • Save the action.

4. Publish the rule:

   • Click on Save and then Turn on to publish the rule.

Let me know if this helps!

[Tiziana Pisenti]

@Bandarupalli Sai Thank you for your help. How exaclty do I use smart values to reference from the transition? I set the fields like this, but it doesn't work

[Bandarupalli Sai]

@Tiziana Pisenti - You have to select the sub-task issue type from the issue type drop down or use/select the "create sub-task" option under action as shown in the below screenshots

• Summary can be any text or can be copied from the parent issue.
• Click on "add fields" to add/copy the field values from the parent issue or some custom text or other values. You have to click on three dots to see the copy option as shown in below screenshot

FYI - You can copy any system or custom field values from parent to sub-task but in order to do that fields should be available on both parent and sub-task screens.

Hope this helps now!

[Tiziana Pisenti]

@Bandarupalli Sai Thanky you.  The fields I want in the subtask are not in the parent case. They are in the transition from the parent case and with the transition i want to create the subtask.

[Bandarupalli Sai]

If the fields are on the transition screen, you can copy the field values from parent to sub-task. However, the fields will be updated while transitioning the issue.

[Tiziana Pisenti]

@Bandarupalli Sai there is an issue with the summary:

[Bandarupalli Sai]

@Tiziana Pisenti - Can you share the rule screenshot?

[Tiziana Pisenti]

@Bandarupalli Sai here you go:

[Bandarupalli Sai]

@Tiziana Pisenti - Can you check and ensure that the Summary field is not hidden or restricted in the respective issue type Field Configuration?