Automating Creation of Scheduled Daily Parent Task & Associated Child/Sub Tasks

[Genevieve_Green]

Using "Scheduled Issues" we have created a scheduled Task to be created daily, along with child tasks linked to it.

However, we also wanted to include the Smart Values in the ticket Summary's to auto-generate the date, so each ticket is unique in Summary :

Main Task:

Summary: {{now.format("dd/MM/yyyy")}} - Daily Tasks

Main goal here is to have a Parent task ticket, and 3 linked Child SubTask tickets, each day (M-F) which have unique names from including the date of creation in the Summary.

It appears the Smart Values do not work in "Scheduled Issues", so we next looked at setting this up instead in "Automation for Jira".

The Smart Values DO return the correct dates, which is great, but we can't figure out how to configure the Automation to create a Main Task each day, and 3 SubTasks, which are automatically linked as children to the Main Task Parent.

We've tried as 1 Automation:

Trigger= When/Scheduled (Mon-Fri, 6am)

Action= Create a New Task, Create a New SubTask (x3)

However, we cannot see a way to link the SubTasks as Children to the Task created within the automation. It appears we can only link them if the Parent is part of the Trigger, so, we tried 2 Automations:

1) Daily Task Creation - works fine.

2) Then to create the SubTasks as Children of the Task created in Automation1:

Trigger is Creation of a ticket with the Condition of the Summary contains text or description from the Task created in Automation1, where the Action is the creation of 3x SubTask.

But this does not trigger, despite numerous Tasks being made which meets the condition set up (tried both Summary contains (string) and Description contains (string).

Could someone please outline the steps required to make this possible?

[Bill Sheboy · Accepted solution]

Hi @Genevieve_Green 

To add subtasks to the newly created task, please add a branch to the most recently created issue.  That helps the rule understand which issue is needed for subtask linking. 

For example:

• trigger: scheduled
• action: create issue for the Task
• branch: to most recently created issue
  • action: create subtask, with the parent as "current issue"
  • ...

Kind regards,
Bill

[Genevieve_Green]

Thanks @Bill Sheboy that worked perfectly!
I wasn't too sure how the Branches worked in Automation so didn't attempt to use them previously.
We've got this all set up and working as intended now so I appreciate the quick reply!

[John Funk]

Hi Genevieve,

Can you post the actual automation for Jira rule that you have so far (screenshot)? Then we can help you from there. 

[Genevieve_Green]

Thanks @John Funk , Bill's answer confirmed everything we needed to get this working as required.