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Auto assign subtasks to assignee of parent task

Karen Duffy September 12, 2023

Hi

 

I can't figure out how to get the sub tasks to auto assign to the same owner as the parent task, at the moment they're unassigned when set up, and the concern is that they'll be missed.

 

I set up some automations to create sub-tasks based on the labels.

 

I've also set up an automation to auto-assign the task to whatever user sets it up. And this works fine.

 

Should I be going into the automation I set up to create the sub tasks and get it to assign to parent assignee from there? Or should it be a stand alone automation?

 

Appreciate any help.

1 answer

1 vote
Jack Brickey
Community Champion
September 12, 2023

Hi @Karen Duffy , would it be possible to share a screenshot of your automation rule?

Karen Duffy September 12, 2023

Untitled.jpgThis is what I currently have

Jack Brickey
Community Champion
September 12, 2023

Thanks. This initially looks good. When you perform a test by creating a sub task under a existing task that has the assignee set what does the automation rule audit log indicate? Can you share a screenshot of that if nothing is obvious?

Karen Duffy September 12, 2023

Test.jpg

Paul Allen
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September 16, 2024

Thank you @Karen your technique worked for me.

Jack Brickey
Community Champion
September 16, 2024

@Karen Duffy , the log shows success for the most recent trigger. If you click the "show more" it should offer the details. If you look at the issue that triggered the rule is the assignee the same as the parent?

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