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Coping the Account from a Story to all of it's Sub-Tasks

Terry Booth

I have tried and failed to create an automation to copy the Account field on the Story to all associated Su-Tasks. See screen shot below. When I try to set the Account at the Sub-Task level, I don't get any viable options and the automation fails. Can anyone help? Screenshot 2023-06-02 at 10.24.47 AM.png

Accepted answers

Trudy P Claspill

Hello @Terry Booth

What is the first For Stories branch for? That would have no impact on setting Subtask issue values.

In the second branch in the Edit action you have shown, click the ... button to the right of the value entry field.

Screen Shot 2023-06-02 at 11.04.06 AM.png

Select the COPY option.

That will show you something similar to this in the field (where Assignee would be Account in your view).

Screen Shot 2023-06-02 at 11.04.46 AM.png

Click on the text displayed, where I'm pointing with the arrow. This will give you a pop-up like this.

Screen Shot 2023-06-02 at 11.06.17 AM.png

Change Current Issue to Trigger Issue or Parent Issue

Screen Shot 2023-06-02 at 11.07.22 AM.png

All comments

Trudy P Claspill

Hello @Terry Booth

What is the first For Stories branch for? That would have no impact on setting Subtask issue values.

In the second branch in the Edit action you have shown, click the ... button to the right of the value entry field.

Screen Shot 2023-06-02 at 11.04.06 AM.png

Select the COPY option.

That will show you something similar to this in the field (where Assignee would be Account in your view).

Screen Shot 2023-06-02 at 11.04.46 AM.png

Click on the text displayed, where I'm pointing with the arrow. This will give you a pop-up like this.

Screen Shot 2023-06-02 at 11.06.17 AM.png

Change Current Issue to Trigger Issue or Parent Issue

Screen Shot 2023-06-02 at 11.07.22 AM.png

Terry Booth

Thank you for your input. I removed the first branch for Stories and modified as you suggested and received the following errors. The sub-tasks and account information at the story level does exist.

Screenshot 2023-06-02 at 12.49.59 PM.png

Trudy P Claspill

Does the Account field exist in the subtask issues and is the field present on the Edit screen for that issue type?

Terry Booth

Yes to both

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