Attached Form from Work Item to subtasks

[Colin Tammer]

Hi,

English is not my Native language, so apologies if the problem isn't clear enough.

I have build a form for users to use on the Portal. When they make a request the Form is attached to the Work Item.
Is there a way that the Form added to the Work Item, to be copied to the automatic created subtasks?

I tried the "Copy forms" within the automation but i cant seem to make it work. Is there an manual or such on how to copy the Form from the Work Issue to the Sub-Tasks?

[Marc - Devoteam]

Hi @Colin Tammer 

Welcome to the community.

Yes this can be done, but it requires a second rule, this can't be done in a sngle rule.

So create a new rule, make sure the option is checked that another rule can trigger this rule.

1. Trigger: Work item/Issue type created
2. Action: Delay for 30 seconds
3. Condition: Work Item/Issue type equals "sub-task"
4. Condition: as you require, but could be based on the request type
5. Action: Copy forms, choose the form to copy, make sure to copy from parent item.

[Colin Tammer]

Hi Marc, 

Thank you for the info, cant seem to make it work. 
It does copy the form but it copies it into the Work item/Issue again.

I tried to make the delay longer, chose for all form and/or specified the one used. 
Tried changing the Issue Type equals to a different Work Type.
Think im still missing something.

[Marc - Devoteam]

Hi @Colin Tammer 

Did you make it a separate rule?

[Colin Tammer]

Hi,

Sorry for the late answer, but i was off from work.
Yes its a separate rule just for copying the form.

 I played around with the rule with different delays, to make sure the subtasks were there before the rule would run.
Tried with "Parent work item" and "Trigger work item"

But i keeps copying the form in the main work item/issue and not in the sub-tasks.

Im starting to think its not possible?

[Marc - Devoteam]

Hi @Colin Tammer 

Can you show your full rule and images showing the details of any relevant actions/conditions/branches.

Also images showing the Audit Log details for the rule execution.