Automation - Linking to Trigger Issue

Becky Drake June 12, 2023

I have setup an automation to create a new subtask on the parent ticket when the status for a previous subtask has changed to a specific value. How can I set it up so the new subtask created is linked to the previous subtask? I've tried several different ways and I can't seem to get it to work. The new task will be created just fine but the two subtasks won't link to each other. 

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JM Perrot
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June 12, 2023

Hello Becky,

What kind of link do you have between these both subtasks ? Are they children of the task ?

In this case did you try to copy Issue link from the parent ?

Else let me know more informations about your problem

Regards,

JM

Becky Drake June 12, 2023

Hi JM, 

Yes, they are both children tasks on the same parent. I was able to successfully create a link between the new subtask and the parent but that's not what I wanted. I want the subtask that had a status change (that triggered the creation of the new subtask) to be linked to the new task, not the parent. 

JM Perrot
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
June 12, 2023

OK I think you failed to do it because there is no direct link between these two sub-tasks (you need to pass by the parent).

A solution, if you get only these two issues in your parent task, is to create your both subtasks in the same rule, to link the first created to the other with the "most recently created issue".

Screenshot 2023-06-12 at 18.07.34.png

With a rule like that.

I hope this answers to your problem :)

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Becky Drake June 12, 2023

JM, 

Thank you, however, there are other subtasks in this parent ticket so I don't know that that'll work. 

JM Perrot
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
June 13, 2023

With this rule, you will link all subtasks to the new one. 

You can do what @Bill Sheboy said if you want to be more specific. In this case don't forget to add "Linked Issue" to the create screen.

Screenshot 2023-06-13 at 09.56.40.png

Else if you don't want add "Linked issue" to the create screen, you can do that :

Screenshot 2023-06-13 at 09.59.46.png

Becky Drake June 13, 2023

Thanks, JM. I tried to mimic what you have above and got this error. 

Screenshot 2023-06-13 091845.jpgScreenshot 2023-06-13 091909.jpg

JM Perrot
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
June 13, 2023

Yeah I get the error : 

try this, it works for me :)

Screenshot 2023-06-13 at 15.37.35.png

Use smart value to set the parent without creating new branch

Becky Drake June 13, 2023

JM, 

Thank you so much! I got it to work successfully. It worked by removing the branch and using a smart value instead. Thanks again! 

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Bill Sheboy
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June 12, 2023

Hi @Becky Drake 

For a question like this, it helps to post images of your complete rule and the audit log details showing the rule execution.  Those will provide context for the community to offer ideas.

Without seeing your rule, I suspect the challenge is the order of branching and linking.  Perhaps something like this would help:

  • trigger: issue transitioned to your-status-of-interest
  • condition: issue type is subtask
  • branch: to the parent of the subtask
    • action: create a new subtask, and add a link to the Trigger Issue

Kind regards,
Bill

Becky Drake June 13, 2023

Hi @Bill Sheboy 

Thanks for the suggestion! It would make more sense to show screenshots, you're right. I've included screenshots for my latest unsuccessful attempt above in my comment to JM. I have to do this a little differently since there are other subtasks in my parent ticket. I'm having to isolate a Status change for one subtask in particular. 

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