Copy Account from Epic

[Estelle Decanis]

Hello,
I want to create an automation.

When I create an interface task from an Epic, I would like to copy values ​​from the Epic (Account, Customer, Account owner, Epic name) to the interface task.

The fields are noted in the epic.

What is surprising is "Can't find issue" :

Yet I used the specific icon :

Could you help me ?

Best regards,

Estelle Decanis

[Bill Sheboy · Accepted solution]

Hi @Estelle Decanis 

This may be a timing problem; when the issue created trigger fires it is possible all of the data is not yet available for use.  For example, the epic link value.

The way to check that, is immediately after your rule trigger add a Re-fetch action.  This will slow down the rule and reload the data before proceeding.

Kind regards,
Bill

[Estelle Decanis]

Hi @Bill Sheboy

Thank you for your answer. Re-fetch action... ie ? What do I add as an action ?

[Trudy Claspill]

[Estelle Decanis]

Thank you @Trudy Claspill I try this

[Estelle Decanis]

Thank you for the idea @Bill Sheboy ;)

[John Funk]

Hi Estelle,

Try adding a Branch before you do the Edit issue action.

The Branch should be Epic (Parent). Then place the Edit issue action under the branch. 

[Estelle Decanis]

Hi @John Funk it doesn't work

[John Funk]

Can you share a screenshot of your current rule?

And what doesn't work? Do you get an error? What doees the audit log say? 

[Estelle Decanis]

[Estelle Decanis]

@John FunkHave you an idea ?

[John Funk]

I went back to basics and it worked. 

So that tells me there is something wrong wtih a screen or a field or something like that. 

Is the Epic on the same project as the task you are creating? 

Is the Epic Link populated at the time of creation of the task? 

Are the fields being copied on both the screens for the Epic and the task (Create Screen)?

Do the fields have a context that includes the Issue Type of the task being created? 

[Estelle Decanis]

You said "The Branch should be Epic (Parent)" and it doesn't work. In your test I don't see the Epic branch. 

[Estelle Decanis]

I managed to do my automation :

[John Funk]

I took out the brand because it was not needed. 

Glad you got it working. 

[Trudy Claspill]

Hello @Estelle Decanis 

Are the issues in a Company Managed project or a Team Managed project? If in a Team Managed project try the "copy from Parent" option instead of "copy from "Epic".

[Estelle Decanis]

Hello @Trudy Claspill 

The issues are in a Company Managed project. I had tried "copy from parent" but got the same result

[Trudy Claspill]

I suggested that only for a Team Managed project, as Team Managed project issues track their parent Epic in the Parent field rather than the Epic Link field.

I haven't tried such an automation rule before, but I thought it might be looking for the Epic via info in the Epic Link field when you use "copy from Epic", and that might not work for Team Managed project issues.