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Copy data from Epic to Task

Rohith k

Hi Team,

When I link a ticket from Epic to create a Task, can I please have a check box to include everything (including attachments) from the Epic to copy to the Task.
I have created the automation; I am getting the below error.

Error Message:
Action details:

Issue condition

The following issues passed:

CP2-1287

Edit issue

Error editing issues

CP2-1287 (Given parent issue does not belong to appropriate hierarchy., Issues with this Issue Type must be created in the same project as the parent. (pid))

Thanks!!

Accepted answers

All comments

Shreeja J_th8z0r

Hello @Rohith k,

Thank you for reaching out. To address your request for copying all details, including attachments, from an Epic to a Task using automation, please follow these steps:

Fix the Project Hierarchy Issue: Ensure that the Task is created within the same project as the Epic to resolve the project hierarchy error.
Update the Automation Rule:
- Add Fields to Copy: Configure your automation rule to include the specific details you want to copy from the Epic to the Task.
- Copy Data from Trigger Issue: Set up your automation rule to pull data from the Epic (the trigger issue) and apply it to the Task, including attachments.

If you need further assistance please let me know!

Thanks,
Shreeja J

Rohith k

Hi @Shreeja J

We are creating tasks in the same project only, but we are getting same error.

Shreeja J_th8z0r

Hello @Rohith k,

Since the tasks are being created in the same project, could you please share a screenshot of the automation rule you've set up? This will allow me to better understand the issue and offer more accurate assistance.

Thanks,
Shreeja J

Rohith k

Hi @Shreeja J

Please find the automation attached:
Screenshot 2024-08-22 184046.png

Shreeja J_th8z0r

Hello @Rohith k

I wanted to check in to see if my previous reply was helpful or if there's anything else you need assistance with.

Thanks,
Shreeja J

Rohith k

Hi @Shreeja J

I have created the automation as per the screenshot, but it is not working as expected.
We are creating task form the Epic ticket.

Shreeja J_th8z0r

Hello @Rohith k,

Could you please share a screenshot of the audit log for the automation rule?

Thanks,
Shreeja J

Rohith k

@Shreeja J , please find the below audit log screenshot. The audit log was showing, issue has edited successfully, when we saw a ticket there is nothing updated from the epic
Screenshot 2024-08-26 152920.png Screenshot 2024-08-26 153059.png

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