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Automation: Copy mandatory fields from Epic

Michal Havelka July 14, 2023

Hi everybody,

we have two our own defined mandatory fields on the task level. 

Expected outcome:

When I create a task in the epic, fields are automatically copied from the Epic level.

Automation:

When issue is created, copy the values of those fields from the Parent issue.

Current behavior:

It does not work. When the issue is created, task details are popped up and I need to select those fields manually.

 

Any idea how to achieve expected outcome pls?

Screenshots:

Monosnap 2023-07-14 09-04-16 - Devel - Details - Jira.png

Monosnap 2023-07-14 09-06-30 - [DEV-3124] Product - Jira.pngMonosnap 2023-07-14 09-05-10 - [DEV-3124] Product - Jira.png

2 answers

2 votes
Manoj Gangwar
Community Champion
July 14, 2023

The fields are required so you can't create the task without filling it. 

Make the fields non mandatory then try and check, because automation only works if issue created. It can't select the value of create screen. 

Michal Havelka July 14, 2023

This is what I am trying to achieve - the automation fill them (copy from epic) during task creation.

Making fields non-mandatory is a possible workaround but we tried that and people stopped filling those fields so it didn't work.

automation only works if issue created

If I understand that correctly what I am trying to achieve is undoable with current automation capabilities, is that correct?

Like John Funk likes this
0 votes
John Funk
Community Champion
July 14, 2023

Hi Michal,

It's probably a timing issue with Automation. Maybe try inserting a Branch before the Edit Issue action for Most Recently Created Issue. Then stick the Edit Issue under that. 

If those fields are still not getting there, try adding a Log statement to see if it is seeing the fields from the parent. 

Then maybe add a couple of Re-fetch issue actions right before the Edit Issue action. 

 

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