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Automation - Trying to fill in Parent field in SubTask

deseymour

I am creating an automation to create a task with 3 sub-tasks within it on a certain day. When I click Choose Fields to Set in the sub-task and choose Parent, it doesn't show up on the screen for me to fill out. It is a company managed project and I've attached screenshots of the Choose Fields to Set dropdown with Parent in it and the full screen of the sub-task I am creating. Does anyone know what I'm doing wrong? Choose fields to set dropdown.png Subtask screen.png

Accepted answers

Bill Sheboy

Hi @deseymour

In the image you posted, I see "Parent work item" noted as a field to enter. Is that the one you are looking for?

Kind regards,
Bill

All comments

Bill Sheboy

Hi @deseymour

In the image you posted, I see "Parent work item" noted as a field to enter. Is that the one you are looking for?

Kind regards,
Bill

deseymour

Ya know...I don't know. The info I was using to create this said that I needed to create a variable for the parent item and then put that in the parent field. But I can't put anything into that Parent Work Item except what is in the dropdown for it. The choices are Work Item or Trigger Work Item. I'm adding a screenshot of my whole automation with the variable I created opened so you can see what I was trying to do... Automation Rule.png

Bill Sheboy

First, let's try the smart value way:

in that parent field for Create Work Item, type in the smart value {{CEDARSSubtask}}
when it appears below the field, select it
navigate off of the rule action to save
test it

There are a few fields like this in rules where they accept a smart value, and it is not obvious how to enter it.

deseymour

Well, I tried, but I got a bunch of errors. Maybe I'm just not doing any of it correctly. Here is the Audit Log. Let me know what else might help you determine where I might be going wrong. Audit Log.png

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