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Inherit component from parent issue

Jenni Chen November 15, 2023

I have set up an automation rule but it doesn't seem to be working. When i tried to create sub-task, still needed to manually choose the component.

 

Rule.pngComponent.png

 

2 answers

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Bill Sheboy
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November 15, 2023

Hi @Jenni Chen 

It is possible this is a timing issue.  The Issue Created trigger can fire so quickly the issue data is not available at the time the rule runs.  This can cause later rule steps to not work as expected; for example, perhaps the parent is not visible / set yet for the copy of Components.

The work-around for this is to always add the Re-fetch Issue action immediately after the Issue Created trigger.  This will slow down the rule by about a second and reload the issue data before proceeding.

Please try that to see how it impacts the results.

Kind regards,
Bill

Jenni Chen November 16, 2023

Thanks Bill, added a re-fetch issue action but unfortunately it is still working.

Refetch.png

Bill Sheboy
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November 16, 2023

Please move the Re-fetch up to immediately after the trigger, and then re-test:

  • trigger: issue created
  • action: re-fetch issue
  • condition: issue type equals Sub-task
  • action: edit issue fields for Components
Jenni Chen November 17, 2023

Thanks again Bill, tried as you suggested, still not working. 

refetch.png

Bill Sheboy
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November 17, 2023

Please show images of your Edit Issue action and the audit log details showing the rule execution.  Those may help to explain this.

Also, is this a company-managed or a team-managed project?  You may find that information at the bottom-left side of the page's expanding area.

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Marta Woźniak-Semeniuk
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November 15, 2023

After you create the issue the component should be changed to the one from parent - but the rule is only run at the moment you click create at the bottom of issue create form. 

Jenni Chen November 15, 2023

Thanks Marta, I've made the 'component' field a mandatory field to mark before creating a task, so it looks like there is no better way to do this. 

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