Autopopulating sub tasks when they are created on a parent issue

[Rocsana Chereches]

Hey community

I am keen to understand if it is possible to copy certain fields from the parent onto a subtask.

The way my project works is that at times, my team will created child issues onto the parent issue and many fields from the parent would be the same on the child issue. We have quite a few fields we need to fill in and this would be super time saving.

I had a play around but all I could find was how to automatically create sub tasks and copy certain fields. I don;t want that, what I want is when the team member decides to create a subtask on the parent, xyz fields will be automatically be filled in at a child issue level.

Do you know if this is possible at all?

thanks so much

Rocsi

[Gaurav · Accepted solution]

Hello @Rocsana Chereches 

As mentioned by @Tessa Tuteleers automation rule is the way to achieve this. For your reference please find below a similar implementation. this can be customised based on your requirements.

Please feel free to share if need any support with the rule.

[Rocsana Chereches]

Thank you Gaurav (and Tessa)

I did try to replicate this automation rule for the sub-task to copy from the parent issue the 'reporter email' field (parent issue was already create and then I created a subtask). 

The automation was successfully enable unfortunately it still does not work. Sub task does not get populated with the email from the parent issue...

Can you see anything I did wrong here?

In the next screenshot, I checked the audit log and it says that the condition was not met by the issue and subtask I created but I don't see how not.

I would appreciate any input, thank you

[Tessa Tuteleers]

Hi @Rocsana Chereches , 

You are showing the action details of the issue you created, which is a task / story / ... .  so you don't need the copy as it is not a subtask (NO ACTIONS PERFORMED)
Please show the next log (SUCCES). 

Also, your action says: copy Report email from current issue. 

Please change that to copy reporter email from parent issue (to get the value from the parent, now you just get the value from the subtask itself, which is still empty) 

- Tessa

[Rocsana Chereches]

My rule looks like this now - and it works! thanks so much Tessa. 

I did not quite get what did you mean by 

"don't need the copy as it is not a subtask (NO ACTIONS PERFORMED)
Please show the next log (SUCCES). "

The rule works although not sure if I missed something since I don't understand what you meant by above.

Thank you

[Tessa Tuteleers]

Hi @Rocsana Chereches , 

The audit log you shared showed 2 "entries"

The entry you showed was the one where you created the task, the next is the one where you created the subtask, so the one you showed did indeed not pass the condition, but if you showed us the next one it would have showed that it did pass the condition. (but since your copy action was wrong it would have copied the data from empty -> empty so still not the right result. )

Glad you got it fixed, happy automating! 

- Tessa

[Alkanz Ali]

i am facing the same issue as Rocsana. I am trying to automate a rule so that parent task name can be copied to subtask name. 
here is my rule screenshot

and the below mentioned screenshot is of the audit log and it says that the condition was not met by the issue and subtask I created but I don't see how not.

Please help, your assistance will be much appreciated

[Tessa Tuteleers · Accepted solution]

Hi @Rocsana Chereches , 

you could use an automation rule for this. 

If you use the create issue trigger and make a condition that is only works for sub-tasks (maybe for certain projects even), then you can edit the trigger-issue (subtask) as an action to copy values from its parent. You can look into the info and some common use cases here. 

Please let me know if you get stuck somewhere!

- Tessa