Form Automation

[Emirhan Türkay]

I copied the form in my Parent Issue to my subtask. When I make any edit to the form in the subtask, how can I make the same edit in the form in the parent issue?

[Clara Belin-Brosseau]

Hello @Emirhan Türkay

If you're seeking for an easier way to synchronize your forms between issues, you can try our app Elements Copy & Sync that allows you to clone and sync issues with all their content (summary, description, custom fields, comments, attachments, etc.) and their child issues.

 

You can check our guide here.

 You can try the app for free during 30 days (and it stays free under 10 users).

Kind regards,

Clara

[Jovin]

Hey Emirhan,

For this you'd need to make sure the fields on your Form are linked to Jira fields. You can do this on the form itself after accessing "Custom Fields" (via Settings Cog > Issues > Custom Fields).

Now, when you've set that up for new forms that are submitted you will need an automation, it'll look something like this:

1. Trigger: Forms submitted (you can specify which forms specifically)
2. Add a condition: IF > Issue fields condition
   1. Field: Issue Type
   2. Condition: Equals
   3. Value: subtask
3. Add a branch: Branch rule/related issues
   1. Type of related issues: Parent
4. Add an action: Edit issue
   1. Choose the fields you want to be edited (e.g. Summary)
   2. Click the ... and choose Copy
   3. Click on "Copy Summary from Current issue"
   4. Change "Issue to copy value from" to be "Trigger issue"
   5. Repeat sub-steps 2-4 here for every field

Done!

[Emirhan Türkay]

Thanks, but attachment field doesn' t link in form. I need to link that field.

What do you recommend ?

[Jovin]

Hey Emirhan,

For this you can create a separate automation rule (using the same conditional logic above if you wish). Following the same logic of the subtask updating the parent, I've put the steps that have changed in bold.

1. Trigger: Field value changed
   1. Fields to monitor for changes: Attachment
   2. Change type: Choose here, you can do all changes (Add/Remove) or just one of them)
   3. For: All issue operations
      1. If you change this the rule will only trigger when that operation is run (e.g. creating an issue, transitioning an issue)
2. Add a condition: IF > Issue fields condition
   1. Field: Issue Type
   2. Condition: Equals
   3. Value: subtask
3. Add a branch: Branch rule/related issues
   1. Type of related issues: Parent
4. Add an action: Edit issue
   1. Choose Attachment
   2. Click on "Copy Attachment from Current issue"
   3. Change "Issue to copy value from" to be "Trigger issue"