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Autopopulating sub tasks when they are created on a parent issue

Rocsana Chereches_zb9hxk

Hey community

I am keen to understand if it is possible to copy certain fields from the parent onto a subtask.

The way my project works is that at times, my team will created child issues onto the parent issue and many fields from the parent would be the same on the child issue. We have quite a few fields we need to fill in and this would be super time saving.

I had a play around but all I could find was how to automatically create sub tasks and copy certain fields. I don;t want that, what I want is when the team member decides to create a subtask on the parent, xyz fields will be automatically be filled in at a child issue level.

Do you know if this is possible at all?

thanks so much

Rocsi

Accepted answers

Tessa Tuteleers

Hi @Rocsana Chereches ,

you could use an automation rule for this.

If you use the create issue trigger and make a condition that is only works for sub-tasks (maybe for certain projects even), then you can edit the trigger-issue (subtask) as an action to copy values from its parent. You can look into the info and some common use cases here.

Please let me know if you get stuck somewhere!

- Tessa

Gaurav_0av1h6

Hello @Rocsana Chereches

As mentioned by @Piet Pieters automation rule is the way to achieve this. For your reference please find below a similar implementation. this can be customised based on your requirements.

Please feel free to share if need any support with the rule.

Copy Parent Data.PNG

All comments

Tessa Tuteleers

Hi @Rocsana Chereches ,

you could use an automation rule for this.

Please let me know if you get stuck somewhere!

- Tessa

Gaurav_0av1h6

Hello @Rocsana Chereches

As mentioned by @Piet Pieters automation rule is the way to achieve this. For your reference please find below a similar implementation. this can be customised based on your requirements.

Please feel free to share if need any support with the rule.

Copy Parent Data.PNG

Rocsana Chereches_zb9hxk

example automation rule.PNG

Thank you Gaurav (and Tessa)

I did try to replicate this automation rule for the sub-task to copy from the parent issue the 'reporter email' field (parent issue was already create and then I created a subtask).

The automation was successfully enable reporter email.PNG test did not work.PNG unfortunately it still does not work. Sub task does not get populated with the email from the parent issue...

Can you see anything I did wrong here?

In the next screenshot, I checked the audit log and it says that the condition was not met by the issue and subtask I created but I don't see how not.

condition not met.PNG

I would appreciate any input, thank you

Tessa Tuteleers

Hi @Rocsana Chereches ,

You are showing the action details of the issue you created, which is a task / story / ... . so you don't need the copy as it is not a subtask (NO ACTIONS PERFORMED)
Please show the next log (SUCCES).

Also, your action says: copy Report email from current issue.

Please change that to copy reporter email from parent issue (to get the value from the parent, now you just get the value from the subtask itself, which is still empty)

- Tessa

Rocsana Chereches_zb9hxk

My rule looks like this now - and it works! thanks so much Tessa.

rule updated.PNG

I did not quite get what did you mean by

"don't need the copy as it is not a subtask (NO ACTIONS PERFORMED)
Please show the next log (SUCCES). "

The rule works although not sure if I missed something since I don't understand what you meant by above.

Thank you

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