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How can I automatically fill fields when creating a TASK from an EPIC?

Krisztina TEGLASI

Dear All,

I would like to know how can I setup in the Automation the followings:

When the user creates a TASK from an EPIC, automatically fill in the Client, Type and Budget fields with same values as EPIC.

These fields are drop-down menu and radio button types.

The rule what I created is not working.

Please help.

Thank you in advance.

Accepted answers

Manoj Kumar Gangwar

Hi @Krisztina TEGLASI ,

In your automation rule, you need to copy field value from the Epic to Task.

When Issue created

If Issue Type = Task

Then Copy fields

Screenshot 2022-07-27 at 10.25.10.png

Also, Please share your automation rule for better understanding.

All comments

Manoj Kumar Gangwar

Hi @Krisztina TEGLASI ,

In your automation rule, you need to copy field value from the Epic to Task.

When Issue created

If Issue Type = Task

Then Copy fields

Screenshot 2022-07-27 at 10.25.10.png

Also, Please share your automation rule for better understanding.

Krisztina TEGLASI

Hello @Manoj Kumar Gangwar

First of all, thank you for your answer.

The 3. step is not clear, because I can not find this option "Copy fields"

Could you please share a screenshot about the last steps?

Thank you for your help.

Regards,

Krisztina

Manoj Kumar Gangwar

Hi @Krisztina TEGLASI

Sorry for the confusion.

Instead of the Copy field, it should be the Edit Issue field option. Then select the fields and copy value from Epic issue.

Krisztina TEGLASI

Thank you

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