Automation: Sub-task status change

Question

Hi guys, I'm trying to create subtask when some issue changes the status. That's currently working - jira creates the sub-tasks with automation I configured.

The question: how to set a specific status (Retro in progress) for sub-task using the automation?
I'm attaching screen shot with automation where sub-task created and the workflow.

Laurie Sciutti · Answer

Hi @Roman Zolotarevskyi ~ issues can only have the initial status on create (looks like "CSM: In Progress" according to your workflow diagram). Thus, you need an action to create the sub-task and a subsequent action to transition it.  My previous reply shows how to do that.

Roman Zolotarevskyi · Answer

Hi @Laurie Sciutti
Appreciate your reply!

In the workflow, when someone change the task from status 'Sales:Delivered to Client' to 'Lost/in Retro', I want an automation to create 2 sub-tasks. And each of sub-tasks have to have status 'Retro in Progress'.

The problem: I do not understand how, in Automation section, to automatically set 'Retro in Progress' for sub-tasks that have been created.

Could you please assist?

Laurie Sciutti · Answer

Hi @Roman Zolotarevskyi ~ if I understand correctly, you want an automation rule to create a new sub-task and ALSO transition that sub-task... if so, you can do that via one of the following branch rule options:  All created issues or Most recently created issue...  HTH