Pre-fill Jira Create form with Parent field

[Rich Allen]

Hi all,

Very specific question for the community, I still don't think it can be done without a 3rd party app, but hoping a fellow guru knows otherwise.
Scenario -

• Standard hierarchy exists between Epic --> Task
• Attribute 'Work Code' is a required field at both Epic and Task level
• Ideal process is to create Epic level first, then child Task work items

Challenge

When creating a Task (which has 'Work Code' as a required field), how to populate the 'Work Code' attribute on initial form appearance, with the value from the parent Epic - if parent exists and 'Work Code' not empty.

To clarify, the challenge is not about setting the 'Work Code' attribute once the Create action has been performed and form submitted.

Not all Tasks will have a parent so a Create trigger cannot be relied on, then potentially 'Work Code' is left blank.

The goal is to gain time efficiencies and limit user error in manually selecting an incorrect 'Work Code' compared to the Epic.

Thanks in advance, looking forward to any insight.

[Trudy Claspill]

Hello @Rich Allen 

To the best of my knowledge there is not a method to get data from a parent issue into a Create Issue form without a third party app.

Do you have any apps that allow you to customize the workflow? 

An alternative to making the field required by Field Configuration settings for the Task would be to have a Conditional Validator for the Work Code field in the workflow. Several apps provide that capability. You would configure the Validator to require the Work Code field when the Parent field is not empty. Otherwise you could use an Automation Rule to fill the field after creation when the parent field is not empty.

Other cases you may need to consider are:

1. The Parent of a Task is changed from one issue to another.
2. The Parent is removed from a Task after the Task is created.
3. A Parent is added to a Task after the Task is created.
4. The Work Code is changed in the Parent after both the Parent and Task are created.