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When Cloning Sub-Tasks, How can my subtasks inherit a variable in the parent task summary

Michelle Hirons March 30, 2021

We use Jira for onboarding employees and we have a template onboarding story with a name for example,

Employee Onboarding - {Employee Name}

Under this parent story are 30 onboarding sub-tasks that are also cloned whenever we onboard a new person.  Examples are:

Add to Slack - {Employee Name}

Announce to Team - {Employee Name}

If we onboard a guy Josh Harder the parent story summary would be:

Employee Onboarding - Josh Harder

and then when we clone it - we would LOVE to somehow have Josh Harder populate to all the subtask story summaries.  

Any ideas about how we can do this?  Right now our team is clicking into each subtask to update the employee name and it is so time consuming!

3 answers

2 votes
Alexis Robert
Community Champion
March 31, 2021

Hi @Michelle Hirons , 

 

the following rule with work fine for this : 

 

Screenshot 2021-03-31 at 09.57.14.png

 

You will need to use the following smart values in the first Edit Summary action : 

{{issue.summary}} - {{triggerIssue.fields.summary.replaceAll("(Employee Onboarding - )","")}}

 

And this one in the second Edit Summary action : 

{{issue.summary.replaceAll("(CLONE - )","")}}

 

It worked for me when the template issue looks like this : 

Screenshot 2021-03-31 at 09.59.14.png

Let me know if this helps, 

 

--Alexis

Katie Rapp
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April 8, 2021

Hi Alexis, 

I am working with Michelle on implementing this. Thanks for taking the time to write out the above solution for us!

So I am running into a few issues.

 

1. The automation is working partially but it is only populating "{Employee Name} - Employee Onboarding" to the first half or so of the subtasks. Any ideas as to why it isn't working for all the subtasks attached to the story?

 

2. Is there anyway to NOT populate "-Employee Onboarding" and just populate the name to all the subtasks? For example, the parent story is:

{Employee Name} - Employee Onboarding

and each subtask becomes:

{Employee Name} {Subtask Name}

 

Thanks so much for your assistance!
Katie

0 votes
Marlene Kegel - codefortynine
Atlassian Partner
March 31, 2021

Our cloud apps Deep Clone for Jira and Advanced Bulk Edit for Jira are able to replace text in issue summaries.

With Deep Clone you could replace the text while you're bulk cloning the issues (stories, subtasks, ...)

Advanced Bulk Edit is similar to the Jira Bulk Change feature, but offers some advanced functions.

If you have questions or feedback, don't hesitate to get in touch with our support.

0 votes
Prince Nyeche
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March 31, 2021

It would be easier if you could use an addon such as recurring task for such onboarding exercise but then again you can always use automation to copy values from one issue to another.

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