How to automatically open tasks in an Epic?

[Nicolle Diniz]

I need some tasks (not subtasks) to be created when Epic is moved to specified status, and those tasks need to belong to said Epic.

With this automation I've managed to create the tasks, but they're not linked to the Epic: Automação 1 - Fluxo.png

Here is the rule detail: Automação 2 - Regras.png

And then there is the error I'm getting: Automação 3 - Auditlog.png

I've searched related posts and found this feature [JSWCLOUD-22775] Setting epic link in next gen projects - Create and track feature requests for Atlassian products., which have been implemented 2 years ago.

What have I been doing wrong?

[Fernando Eugênio da Silva · Accepted solution]

@Nicolle Diniz 

Here's a very simple way for you to do this.

TRIGGER: ISSUE TRANSITIONED:

CONDITION: issuetype = EPIC

ACTION: create issue.

The detail you should note is that you should use the "Epic link" field and not the "Epic name" field;
Also, you can directly put this EPIC LINK value when defining fields for the new issue that will be created.

Just select the option "Copy from trigger issue".

Just as Epic will be transitioned to a certain status, the issue will be created and automatically linked.

Regards,

Fernando

[Trudy Claspill]

"Copy from trigger issue" will not work to set the Epic Link of a child issue when the trigger issue is an Epic, I think. That action is trying to copy the data from the same field in the trigger issue. Epics don't have an "Epic Link" field.

[Fernando Eugênio da Silva]

The idea is not to copy the value of the "Epic link" field from Epic itself.

Edit the "Epic link" field of the created task, making it assign the Epico that was carried over.

It's a functional rule, if you do as I showed in the print you'll see that the result is safe.

[Nicolle Diniz]

@Fernando Eugênio da Silva tried that way, still getting the same error.

[Fernando Eugênio da Silva]

@Nicolle Diniz 

Go to project settings;
Screens;
View and Edit screens of the issuetype that will have the issue created;
Add the "Epic link" field.

Test again.

The error occurs because the "Epic link" field is not available on the issue screen that will be created

[Nicolle Diniz]

@Diego Fernano Cardozo Diaz it worked, thank you! :)

[Trudy Claspill]

Hello @Nicolle Diniz

Is this rule creating issues in a Team Managed project?

If so, then to add the new issues to the Epic you need to instead set the Parent field.

Refer to this post:

https://community.atlassian.com/t5/Jira-Software-questions/Automation-for-Jira-NextGen-Create-set-of-tasks-when-epic-is/qaq-p/1321233

If that doesn't solve your issue, please let us know.

[Trudy Claspill]

@Nicolle Diniz 

Additionally, the issues that you are creating will not have an Epic Name field, so you need to remove that from the fields you are setting when creating the new issue.

[Nicolle Diniz]

Hey @Trudy ! It's a company based project.