Auto Update Subtask field upon creation based on parent issue

[kiran.gangadikar]

Hello community,

I have the following case scenario that i'm fighting with. 
When I create a parent issue (e.g. user story), we have customised field "TeamX" as mandatory to be updated. Now, i would need this field to be populated on subtasks as well whenever i creat them.

The reason is manually do not want to update TeamX field each time when they create subtasks.

I would be great if you help with the automation of this.

[Dexter de Vera · Accepted solution]

Create Automation:

When: Issue created

Condition: Issue fields condition - issuetype equals Sub-task

Condition: Related issues condition - Parent - Exists

Then: Edit issue - TeamX copy parent Issue

NOTE: both parent and child should have TeamX field.

This automation only copy the field when new subtask created have parent.

[kiran.gangadikar]

Hi @Dexter de Vera 

Thanks for the reply!

Yes i had tried this rule earlier, but the problem is "TeamX" is a mandatory field. So while creating sub task its going to ask for manual update. Is there a way to make this field mandatory only at parent level tickets and not the subtasks? If we have a way then this rule might work i think.

[Dexter de Vera]

You can update the field upon creation of ticket in automation.

ACTION - Create issue - select the field - then copy  from parent issue.

[kiran.gangadikar]

Thanks for the reply, i created an automation and it creates sub task upon creation of parent ticket. This sort of fixes a problem, however if we have more subtasks while planning a sprint, the only option is to clone and then amend it accordingly right?

Please confirm.

[Dexter de Vera]

Yes. Also you can add the automation i show you before. When subtask created - parent exist - copy parent value. You can just assign any value when creation and it will auto update base on parent value. 

[GNarsimhagowda - Empyra]

HI @kiran.gangadikar ,

I have created a simple rule to copy the field hope this works for you.

Thanks.

[kiran.gangadikar]

Hi @GNarsimhagowda - Empyra 

Thanks for the reply!

Yes i had tried this rule earlier, but the problem is "TeamX" is a mandatory field. So while creating sub task its going to ask for manual update. Is there a way to make this field mandatory only at parent level tickets and not the subtasks? If we have a way then this rule might work i think.

[John Funk]

HI Kiran - Welcome to the Atlassian Community!

Are you using the built-in Teams field in Jira? You said you have a custom field - what type of field exactly is it? Group picker? Multi-user picker? 

[kiran.gangadikar]

Hi John,

Thank you.

The customised field created is "TeamX" and the type is "Select list (single choice".

[kiran.gangadikar]

Also "TeamX" is a Mandatory field while creating tickets.

[John Funk]

Very good - that should make it very easy. Can you share the screenshot of your rule now? And what is missing/not working with the rule? 

[kiran.gangadikar]

Currently, i have setup automation rule as below -

This automatically creates sub task for parent issue and copies field value. So the rule is working fine if we consider each parent to have one sub-task. However, if we need to create more sub-tasks for a parent story, then we have to clone and amend them accordingly.