Need to create a automation rule to auto-populate field from Epic to story

[ManuMR]

Need to create an automation rule to the auto-populate field from Epic to story. The story should be created with a single click, by the manual trigger.  

[Trudy Claspill · Accepted solution]

Hello @ManuMR 

Please show us what you have constructed for your rule so far. What part are you struggling with?

[ManuMR]

Hi @Trudy Claspill 

We have created manual trigger automation for subtask, we have followed same for epic to story. Please find the both the screen shot.

We have tried different rule but still auto-populate not happening.  

Screen shot for Subtask manual trigger. 

Screen shot for epic tp story 

Screen shot for epic to story Rule-2  

[Trudy Claspill]

Hello @ManuMR 

I am a little confused about what you are trying to accomplish.

You said you wanted to auto populate a field in a Story from a field in an Epic.

You also said that you want to create the Story automatically with a single click by a manual trigger.

None of the rules you have shown are constructed in a way that they will create a new issue. So let's first get clarification on how the Story will be created and made a child of the Epic. 

Are you creating the Story issue separately, and making it a child of the Epic separately?

Or are you trying to create an automation rule so that when you are viewing an Epic you can use the Automation Rule to create the story as a child of the Epic, and copy information from the Epic to the new child story?

[ManuMR]

Hi @Trudy Claspill 

I am trying to accomplish as child issue of the epic. Need to create a rule for this, when ever user will create a story. The fields which are associated with epic should inherent into the story and should create a story automatically without any issue creation screen pop-up as shown below.    

[Trudy Claspill]

You will not be able to use an Automation Rule to circumvent the display of that Create Issue dialog.

The dialog is coming up because there is some field other than Summary that is set as Required for the Story issue type. If Summary was the only required field, then the dialog would not display.

You cannot construct an Automation Rule that will be activated when you click the Add a Child Issue button. 

The Issue Created trigger for an Automation Rule is activated by the saving of a new issue, not be the clicking of that button.

You could use the Manual Trigger rule that would automate the creation of the child Story entirely. Then from the Epic use the Rule Execution option to access the rule and trigger it manually.

In the rule you would use the Create Issue action to create the new child issues, and set all the fields in the child issue they way you want.