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Copy attachment from Task to Epic

Camille February 27, 2023

Hello!

I'm working within an organization and use a task management board ("Kanban") in my day-to-day with JIRA automation. We are working with contractors outside of the organization and send them projects through JIRA.

Our process is:

Epic created (us) => task assigned (to contractor). When they are done with the task, they add an attachment to the task and mark it as DONE.

I would like to find a way to grab this attachment and add it to the related Epic. So something like this:

When Task transitioned to DONE, if Task has attachment, Copy attachment and add it to Parent task.

I was not able to find a way to do this with the current automation. Would you have an idea of how I could do this?

1 answer

0 votes
Patricia Francezi
Community Champion
February 27, 2023

Hi @Camille welcome to the community

You will need to select the attachments fields to copy from your issue in the "create issue" action. 

Then it will copy the attachments

Camille February 27, 2023

Thank you so much for the warm welcome, Patricia! :) 

So currently, I have a rule created from my Epic to my tasks (when Epic is marked as IN PROGRESS, copy over attachments from Epic to all tasks).

But what I'd also like to do is the opposite: once our contractor uploads an attachment to the task and mark it as done, I would like their attachment to be copied over back to the Epic.

It did not seem possible to do so in the Automation rules that are currently in place. The only option I can find is the "delete attachment" - see below

Automation Attachment.PNG


Patricia Francezi
Community Champion
February 27, 2023

Hi @Camille 

There is no specific action for copying attachments.

This is available in "Create, Edit issue, Clone, etc" actions - so you will select the attachment field in the list, then it will be copied. 

IN this case the branch should be related issues, as the issue already exists 

Like Camille likes this
Camille February 27, 2023

Thank you @Patricia Francezi ! Really appreciate your help on this!! :D

So if I understand correctly, I should Edit the current issue and copy it?
But then how do I copy it over back to the parent task (Epic)?

 

Automation Attachment_Edit.PNG

Patricia Francezi
Community Champion
March 1, 2023

Hi @Camille 

You have to change the branch to this 

 

image.png

There would be better to have 2 different rules, as you have both scenarios

From epic to story

From story to epic

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