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Automation: Sub-task status change

Roman Zolotarevskyi
Contributor
December 13, 2023

Hi guys, I'm trying to create subtask when some issue changes the status. That's currently working - jira creates the sub-tasks with automation I configured.

The question: how to set a specific status (Retro in progress) for sub-task using the automation?
I'm attaching screen shot with automation where sub-task created and the workflow.Screenshot 2023-12-13 at 14.59.37.png
Screenshot 2023-12-13 at 15.05.16.png

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Laurie Sciutti
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December 13, 2023

Hi @Roman Zolotarevskyi ~ if I understand correctly, you want an automation rule to create a new sub-task and ALSO transition that sub-task... if so, you can do that via one of the following branch rule options:  All created issues or Most recently created issue...  HTH

 

Snag_17c17af2.png

Roman Zolotarevskyi
Contributor
December 14, 2023

Hi @Laurie Sciutti
Appreciate your reply!

In the workflow, when someone change the task from status 'Sales:Delivered to Client' to 'Lost/in Retro', I want an automation to create 2 sub-tasks. And each of sub-tasks have to have status 'Retro in Progress'.

The problem: I do not understand how, in Automation section, to automatically set 'Retro in Progress' for sub-tasks that have been created.

Could you please assist? 

Laurie Sciutti
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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 Champions.
December 14, 2023

Hi @Roman Zolotarevskyi ~ issues can only have the initial status on create (looks like "CSM: In Progress" according to your workflow diagram). Thus, you need an action to create the sub-task and a subsequent action to transition it.  My previous reply shows how to do that.

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