Automation - Trying to fill in Parent field in SubTask

[deseymour]

I am creating an automation to create a task with 3 sub-tasks within it on a certain day. When I click Choose Fields to Set in the sub-task and choose Parent, it doesn't show up on the screen for me to fill out. It is a company managed project and I've attached screenshots of the Choose Fields to Set dropdown with Parent in it and the full screen of the sub-task I am creating. Does anyone know what I'm doing wrong?

[Bill Sheboy]

Hi @deseymour 

In the image you posted, I see "Parent work item" noted as a field to enter.  Is that the one you are looking for?

Kind regards,
Bill

[deseymour]

Ya know...I don't know. The info I was using to create this said that I needed to create a variable for the parent item and then put that in the parent field. But I can't put anything into that Parent Work Item except what is in the dropdown for it. The choices are Work Item or Trigger Work Item. I'm adding a screenshot of my whole automation with the variable I created opened so you can see what I was trying to do...

[Bill Sheboy]

First, let's try the smart value way:

• in that parent field for Create Work Item, type in the smart value {{CEDARSSubtask}}
• when it appears below the field, select it
• navigate off of the rule action to save
• test it

There are a few fields like this in rules where they accept a smart value, and it is not obvious how to enter it.

[deseymour]

Well, I tried, but I got a bunch of errors. Maybe I'm just not doing any of it correctly. Here is the Audit Log. Let me know what else might help you determine where I might be going wrong.

[Bill Sheboy]

Hi @deseymour 

Well, that is a different error...seemingly because that subtask type is not setup in the project.  Some follow-up questions / requests are:

1) Please note in the audit log for the first, Create Work Item action for the Task that no issue type was selected.  What value did you use in the dropdown for that action?

2) Please post an image of one of the complete Create Work Item actions for a subtask showing what you selected / entered.

3) What is the scope of the rule in the details section at the top: single-project, multiple-project, or global?

4) If the scope is single-project, I note you are creating the items apparently all in the "Recurring Work (RW)" project.  Is that the same project as where the rule is defined?

[deseymour]

Thank you! I will look at these things, but wanted to let you know I am on vacation for the next few days. So, don't worry about checking on it until Tuesday or Wednesday next week. Thank you for all your help!