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automation: tasks and subtasks creation

Hi,

I need to create tasks and subtasks of these tasks by using automation when the user creates epic.

I was able to create tasks in epic, but I don't know how to create subtasks in these tasks.

Any help?

3 answers

3 accepted

1 vote
Answer accepted

Hi, Martin.

You can accomplish the creation of tasks and sub-tasks to a single epic in a single automation rule by using the branch component "For Most recently created issue.

Make sure to set the field "Epic Link" for tasks to the parent Epic. Sub-tasks are linked to tasks only, not to epics.

Here is a visual representation of an actual rule that creates tasks and subtasks to a newly created epic:

Automation.png

What if he is in a big organization and someone creates another issue at exactly same time?

Like Kalin U likes this
Kalin U Rising Star Jun 09, 2022

Good point. I would try with "For Current issue" instead of "Most recently created issue".

@Kalin U 

how will it look (I mean those branches), when I need to create more than one task in epic?

Kalin U Rising Star Jun 09, 2022

The rule structure I use is the following:

1. If it is an epic,

2. then create task 1 and edit field Epic Link to "Copy from Current issue",

2.1. then branch on task 1 - create sub-task 1a, sub-task 1b, etc.

3. Then create task 2 and edit field Epic Link to "Copy from Current issue",

3.1. then branch on task 2 - create sub-task 2a, sub-task 2b, etc.

 

Here is an example of points 3 and 3.1:

Automation 2.png.jpg

You see it becomes more and more complex and I hate rules that do not fit on one screen.

Splitting rule to several rules makes it much more easier to support. And I think atlassian loves it because it has to run a rule on one server while it can run 10 rules on 10 different servers in cloud and finish the whole task 10 times faster.

@Kalin U 

your idea worked for me, but only when I used "Most recently created issue" for branches.

When I used "Current issue", the subtasks were created under epic and not under tasks created in epic.

1 vote
Answer accepted

Hello Martin, 

 

My approch on your problem would be to create a second automation that triggers on the creation of a task and make sub-task here.

 

Have a good day.

0 votes
Answer accepted

If you use Automation for Jira - you need second rule that will trigger on issue creation. Check summary and create subtasks.

Thanx for quick response @Sergei Gridnevskii 

 

But how do I distinguish in the second rule whether the task that was created was created by automation or by the user?

Well the easiest way - by comparing the Summary of the ticket with a predefined string. This of course make it possible that someone uses this string and triggers your rule - but you may be creative, e.g. by using something like 

[Autotask785] Check server logs

and then search for [Autotask785] in Summary

If you do not like it - create a custom field like a checkbox "Automation" and fill it when you create tasks. In second rule check if it is empty and continue if not.

Like # people like this

You can also use a different field for that. 

Labels for example or even a custom field. 

I found this option as well:

image.png

Like Sylvain Martin-Faltot likes this

I like the idea of triggering another rule for subtasks creation.

I managed to do it by one rule only, so it is triggered by itself.

image.png

Like Kalin U likes this

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