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Automation rule trigger when sub task moved to any story

Mohit Jain
Contributor
November 1, 2023

Hi All

We are trying to create an automation rule, where when any subtasks moved to any story1 and having specific text...it will trigger an automation rule which will create a new story2...and there has to be a linkage between story 1 and story 2...

 

Any suggestions...it will be of great help

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Bill Sheboy
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November 1, 2023

Hi @Mohit Jain 

For a question like this, please post an image of your complete automation rule, images of any relevant actions / conditions / branches, an image of the audit log details showing the rule execution, and explain what is not working as expected.  Those will provide context for the community to offer ideas.  Thanks!

Until we see those...

What you describe seems possible with a rule.  And using automation rules requires learning and experimentation.  I encourage you to try to create the rule, and if you run into challenges the community can help.

To get you started on creating your rule, please refer to these documentation and example sources: 

Kind regards,
Bill

Mohit Jain
Contributor
November 1, 2023

@Bill Sheboy 

 

Please find attached image of rule.

 

If it is not clear then please find below high level steps.

 

1. Rule trigger when an issue is updated.

2. Project equals : P1

3. Issue type equals : sub task

4. Summary contains: specific text.

5. Creating new story on Project P2 and blocked by trigger issues.

1000026901.jpg

Now it is creating link with sub task, but we want somehow it can create link with story on Project P1.

Bill Sheboy
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November 2, 2023

Please post an image of the audit log details, showing the rule execution.  You may do that with a screen capture tool, screen print, or browser addon to capture the image.

 

And just to confirm, is the need to link the new story to the parent story of the trigger issue (subtask)?

If so, please use a smart value instead of selecting the trigger issue for the linking.  You may do that as follows:

  • type in this smart value for the linked issue: {{triggerIssue.parent.key}}
  • that smart value will appear below the field
  • when it does, select it to use for linking
Mohit Jain
Contributor
November 3, 2023

@Bill Sheboy 

 

Hi Bill

Thanks for your suggestion.

Still rule is not linking back to the parent story of sub task whose movment trigger the new story...I am not very good with rules or smart values...please find attached the way I put it hope it is correct.

Mohit Jain
Contributor
November 3, 2023

1000027408.jpg

Mohit Jain
Contributor
November 3, 2023

Audit log

 

I think I am doing something wrong with linking step only as it keep on creating link to trigger issue.

 

1000027410.jpg

Bill Sheboy
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Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
November 3, 2023

Smart values are case-sensitive.  Please try using what I suggested above for the link key:

{{triggerIssue.parent.key}}
Mohit Jain
Contributor
November 5, 2023

@Bill Sheboy 

 

Thank you so much this worked for me.

 

Thanks alot....🙏

Like Bill Sheboy likes this

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