How to automate a form triggering an issue that contains subtasks?

Question

Hello,

I have an existing issue that contains many subtasks that we use for onboarding that is simply cloned for each new person/instance. However, we want to improve this by using a form, that then creates an issue using a template of the one that we already have, including all of the subtasks. I already know how to use a form to create an issue, but I don't know how to make the new issue basically clone from the existing one we have. Is this possible?

Thank you!

Joseph Chung Yin · Answer

@[deleted]-

Welcome to the community.  One option is for you create an automation rule to be triggering off "Issue Created" event, after the issue is created, then setup actions to create your subtask(s).

Take a look at the following reference links on automations -

https://support.atlassian.com/cloud-automation/docs/jira-cloud-automation/

https://www.atlassian.com/software/jira/automation-template-library#/rule-list?systemLabelId=all&page=1&pageSize=20&sortKey=name&sortOrder=ASC

In the actions, you can prepopulate each subtask's metadata in the automation rule.  The rule will continue to be executed as per your design.  So, you don't have to clone the existing issues.

Hope this helps.

Best, Joseph Chung Yin