Create sub-task from checkbox selection on Epic

Chris Delgado

Basically what I need is the following:

 

1. Create Epic - if value/s is selected in Field 1 (Value1, Value 2) 

2. Then create a subtask for each value selected in the Epic. 

     a) In this format: 

Subtask 1

Title: Value 1 - (Epic Title)

 

Subtask 2

Title: Value 2 - (Epic Title)

 

No other values needed.

 

 

Let me know if this is possible with Jira Cloud.

 

 

Ty

Petter Gonçalves

Hello @Chris Delgado

Thank you for reaching out.

Per your description, I understand that you would like to create two child issues of an Epic (Not Sub-task) automatically when two specific values are added to a specific field of an Epic during its creation. Is that correct?

You can achieve this by using an automation rule and adding smart values to copy the Epic summary to the child issues. You will need to create three IF conditions in the automation to achieve this:

1. One will trigger when both value value1 and value2 are added to the epic, so two child issues are created - Ignore this if only a single value can be selected in the checkbox
2. Another will trigger only when the value1 is selected in the Epic, so only the "Value 1" child issue is created
3. Another will trigger only when the value2 is selected in the Epic, so only the "Value 2" child issue is created

These would be the steps:

1. Navigate to your Jira project > Project settings > Automation
2. Click to create a new rule - Select Global administration if the rule should include multiple projects
3. Create the following automation rule:
   

The rule background would be the following:

1. Trigger - The rule is triggered when a new issue is created
2. Field value Condition - Check if the issue created is an Epic
3. IF condition - Check if both value1 and value2 are selected for the Epic checkbox
   1. Add two actions to create two issues with the following fields - In case the IF is true:
      
      • First issue: Summary = Value 1 and Epic link = {{triggerissue}}
        
      • Second issue: Summary = Value 2 and Epic link = {{triggerissue}}
        
        
        
   2. Add the action to re-fetch issue data
   3. Add a branch to consider Stories (Or other issues in the Epic)
      1. Inside the branch, add an action to edit the issue summary with the following smart values:
         {{issue.summary}} - {{issue.epic.summary}}

The rule above will properly create two issues if the two values (Value1 and value2) are selected in the Epic. Now, you should use the same IF-else condition in the automation rule to follow the same logic, and consider the other two scenarios:

1. When only value1 is selected in the Epic, create the "Value 1" issue:
   
   
   
2. When only value2 is selected in the Epic, create the "Value 2" issue:
   

Let us know if you have any questions.