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Automation to create a chain of sub-tasks that all link back to the parent?

SheLa Newburn April 8, 2024

Hey, I am wondering if anyone has any ideas on how to approach setting up an automation. I will explain the high level expectation below. A team would like the following process to happen in their project via an automation:

  1. When an Issue is created under the "Training" Issue type, then assign the ticket to John Doe. This is the parent ticket.


  2. When John Doe moves this Parent ticket to “In Progress” > Create 6 new Subtasks  (Note: Each Subtask has a unique Summary Name)

  3. When the 6th Subtask from the above is transitioned to “.Done” then create a new sub-task (Subtask7) that links back to the parent

  4. When the 7th Subtask is moved to "Done", then send an email to users in the "SME(s) field and create a new subtask  (Subtask 8) that links back to parent.

  5. When the 7th subtask is moved to "Done", then send an email to user in the "Lead" field and create a new subtask (Subtask 9) that links back to the parent.

The above basically goes on until we have a total of 16 subtasks. I have tried setting it up using separate rules for each line utilizing branching but it seems to stop linking back to the parent ticket once I get to the 8th subtask. I would appreciate any advice!

Thank you!

2 answers

0 votes
Dexter de Vera
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
April 8, 2024

Hi @SheLa Newburn ,

My suggestion base on your process is to add status in your parent issue for 7 to 16 subtask process to simplify the automation and easily to track the progress of issue.

Sample process

- when issue move to in progress

- automation create 6 ticket

- add workflow condition in transition from in progress to next status:all subtask must be in done status (this will disable the move the status if all subtask are not yet done)

- if all subtask are done, you may now move to another status - e.i "For SME" status

- automation:send mail to sme and create 1 subtask

- same workflow condition in transition from For SME to next status: all subtask must be in done status

- if all subtask are done, you may now move to next step/status e.i "For lead"

- so on and so forth.

0 votes
Kian Stack Mumo Systems
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
April 8, 2024

@SheLa Newburn

 

You should be able to set it up. Can you please share the configurations you have for the 8th Sub-task rule?

 

Thanks,

Kian

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