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Creating issue>multiple subtask with custom fields

Michelle Laing

First timer here!
can any one solve this challenge

working in a project/Kanban (business /company managed)

I want to create a repetitive issue type

Flow should be

Main issue created manually (automation rule to then create subtask ) (this issue is built with correct/required fields)

automate > create

subtask 1 - with pulled/copied info from main issue AND custom fields 1&2 in the subtask

subtask 2 - with pulled/copied info from main issue AND custom fields 3&4 in the subtask

I can create the issue, run automation to create subtasks BUT

the subtask don’t pull/copy info from main issue and it does not create the specific custom fields in each subtask even though I add them when building the rule

the fields are available in the global custom list

what am I missing?

Accepted answers

All comments

Trudy P Claspill

Hello @Michelle Laing

Welcome to the Atlassian community!

Are these issue in a Company Managed project or a Team Managed project? That information will show at the bottom of the panel on the left when you are looking at the project.

Please provide screen images of your complete automation rule.

Please provide screen images showing the details of the rule steps where you are creating the subtasks.

John Funk

Hi Michelle - Welcome to the Atlassian Community!

For the fields you are copying down values for from the parent, include code like: {{triggerIssue.Custom Field}} where Custom Field is the exact name of the field you are copying the value from.

Michelle Laing

Hello @Trudy P Claspill @John Funk
1. All custom global fields are available to use in the project (we tested that)

Main Issue (which we start by manually populating al the required field)

Screenshot 2024-03-01 115708.png

Rule create to create > subtasks (which does work)

Subtask .png

BUT
When the rule creates the subtask (even though i build the subtasks in automation & select fields to add)

The subtask creates BUT
No pulled over information from main issue (when we populate it)
No customer fields appear in the subtask

audit log .png

How i create the Rule with add subtasks and fields in subtask
When an issue is created > create subtask > add custom fields (to subtasks - these are all available in the global custom field list and are drop downs/check box types)

The subtasks all create fine but the custom fields are always missing from the subtask and the info from the main issue doesn't copy over to the subtask when we populate the main issue

subtask custom fields in rule .png

John Funk

A couple of things. What are you doing in that third Sub-task create? It does not look like the other 2 and appears to be throwing an error.

Next, we will need to see the details of the fields when you are creating the sub-task (show the fields and the values you have in the fields for the Create sub-task action.

Michelle Laing

@John Funk
Correct if i just action/automate create a plain subtask its fine

But what i need to is in one of the subtasks i need to add specific fields in only that subtask

When and issue is created > Create subtask 1 > Create subtask 2 > Create Subtask 3
(1,2 & 3 must pull over info from the main issue when populated such as "name" or "location" - this info is populated manually when we create the issue)

SUBTASK 4 must have custom fields

So after i have done plain subtaks 1,2,3

I go on to create subtask 4 - and ADD Fields
i choose the fields

Add Field.png

CHOOSING FIELDS

i create the rule to create another subtask but here i choose custom fields (these are all built and available in the global list and they are a mix of drop downs or check box)

i add the custom fields to subtask 4

And that's when it fails - it will create the subtask but without my custom fields

The other issue is

When i create an issue - then subtask - the info from the main issue should pull over to subtasks when populated as we build out the main issue - but this also doesn't happen

John Funk

Okay, so this is from my original message:

For the fields you are copying down values for from the parent, include code like: {{triggerIssue.Custom Field}} where Custom Field is the exact name of the field you are copying the value from.

Here is an example:

Trudy P Claspill

Hello @Michelle Laing

I see that you have added some screen images, gotten some responses from John, and replied that with the changes he suggested you are still not getting the desired results.

Please provide new images show the details of your Create Issue step where you are creating the subtasks. Please provide multiple images showing all the information in that action from the very top of the dialog for configuring that action all the way to the very bottom, so that we see every field you are setting.

Also again please provide the details from the rule execution audit log for the last run that occurred after you made your change and didn't get the desired results.

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