Automation: Form creates an issue - create new epic - link form issue to epic as child

Question

Sort of what the title says.. I am trying to make an automation that will create an epic when a new issue is made (via a form) and then link the new issue to the epic as a child issue. I have a form that requires a protocol upload and when the form is submitted it will create an issue, "Protocol" in the project. When this happens, I want Jira to create an epic, "Study", and then I want the "Protocol" to be added as the child to the "Study" epic.

I am not sure whether to use the "link issues" command or the "Epic Link" function for this. I don't like how you have to specify the link type when linking issues, I just want the link to be parent/child

I will attach my automation flow

Trudy P Claspill · Answer

You will need to set the field using the smart value for the created issue key.

https://support.atlassian.com/cloud-automation/docs/jira-smart-values-issues/#--createdIssue--

When you have the Create Issue action in your rule you can reference information in the created issue using the {{createdIssue}} smart value the same way you would use the {{issue}} smart value to reference information in the issue currently in context.

Are you familiar with using smart values?

Eoin Sode · Answer

Hi @Trudy P Claspill

Thanks for your answer!

When I edit the issue field to include the epic link, there isnt an option for the most recently created issue. Could I assign a variable to the new "study" and then edit the protocol issue to link to the variable?

Trudy P Claspill · Answer

Hello @Eoin Sode

Welcome to the Atlassian community.

If you want to make the Protocol issue a child of the new Study issue then the Link Issue action is not the right action to use.

You would need an action to update the Protocol issue Epic Link field with the issue key of the Most Recently Created Issue.

You would not use the Branch to accomplish that. The branch you have would be used only if you want to update the new Study issue your created.