Hello, I want to create an automation. When I create an interface task from an Epic, I would like to copy values from the Epic (Account, Customer, Account owner, Epic name) to the interface task. The fields are noted in the epic. What is surprising is "Can't find issue" : Yet I used the specific icon : Could you help me ? Best regards, Estelle Decanis

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Copy Account from Epic

Estelle Decanis

Hello,
I want to create an automation.

When I create an interface task from an Epic, I would like to copy values from the Epic (Account, Customer, Account owner, Epic name) to the interface task.

Capture d’écran 2022-01-25 150439.png

The fields are noted in the epic.

What is surprising is "Can't find issue" :

Yet I used the specific icon :

Could you help me ?

Best regards,

Estelle Decanis

Accepted answers

Bill Sheboy

Hi @Estelle Decanis

This may be a timing problem; when the issue created trigger fires it is possible all of the data is not yet available for use. For example, the epic link value.

The way to check that, is immediately after your rule trigger add a Re-fetch action. This will slow down the rule and reload the data before proceeding.

Kind regards,
Bill

All comments

Trudy P Claspill

Hello @Estelle Decanis

Are the issues in a Company Managed project or a Team Managed project? If in a Team Managed project try the "copy from Parent" option instead of "copy from "Epic".

Estelle Decanis

Hello @Trudy P Claspill

The issues are in a Company Managed project. I had tried "copy from parent" but got the same result

John Funk

Hi Estelle,

Try adding a Branch before you do the Edit issue action.

The Branch should be Epic (Parent). Then place the Edit issue action under the branch.

Trudy P Claspill

I suggested that only for a Team Managed project, as Team Managed project issues track their parent Epic in the Parent field rather than the Epic Link field.

I haven't tried such an automation rule before, but I thought it might be looking for the Epic via info in the Epic Link field when you use "copy from Epic", and that might not work for Team Managed project issues.

Bill Sheboy

Hi @Estelle Decanis

This may be a timing problem; when the issue created trigger fires it is possible all of the data is not yet available for use. For example, the epic link value.

The way to check that, is immediately after your rule trigger add a Re-fetch action. This will slow down the rule and reload the data before proceeding.