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Use Automation to create stories based on keyword

Alicia Morgan December 1, 2023

I would like to automatically create the necessary child stories for certain epics with more routine needs. 

For example:
Epic:  Nightly Dishwashing

Story #1 : Rinse and stack the dishes
Story #2 :  Add dish soap and run water in sink

Story #3: Adjust the temperature and add dishes

Etc..

Keyword needed to trigger auto creation of  child stories would be *dishwashing*

The minute a Epic is create and transferred to my project and title mentions dishwashing the associated stories are created.  Is there automation that can help me implement this? (screenshots please as I am new to automation) TIA.

2 answers

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Jerrold - Empyra
Community Champion
December 1, 2023

Hi @Alicia Morgan

If a epic is moved to your project  with keyword dishwashing in the summary of  the epic then  three issues will be created under that epic in your project . 

I have created a automation to perform the above action how the automation for this works is if a issue is moved as trigger from any project to your specific project and two conditions first one checking whether the issue type is epic, second one  whether the  summary contains dishwashing then action is create issues under that we have selected same project  and issue type as story and epic link as copy from trigger issue. 

ACP-1.PNGACP-2.PNGACP-3.PNG

* select epic link in choose fields to set in the actions and give copy from trigger issue 

ACP-4.PNG

Thank you 

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Bill Sheboy
Rising Star
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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.
December 1, 2023

Hi @Alicia Morgan 

Using automation rules successfully requires learning and experimentation.  Rather than asking for screen images of a completed rule, I recommend trying to build the rule first.  And if you run into challenges, post images of your rule and describe what is not working as you expect to ask for help.  Otherwise it will be difficult to use and maintain such rules as you may not understand them.  (For example, the examples provided in other posts have errors.)

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

Kind regards,
Bill

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