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How do a set a templated task in response to completed form in the portal?

I would like to set up a repeatable task with subtasks assigned when someone completes the new employee onboarding request in the portal. Is this possible?

2 answers

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Answer accepted

Hi @Ross Cantor 

Yes absolutely, you can use automation rules to trigger on issue creation, set a condition to work only when your desired request type is used, and an action to create a new issue. Set it to be a subtask, and pre define what you want to be populated.

thanks @Stuart Capel - London . Is that in the automation setting or workflow? I am having a hard time figuring out where to drop these in. Is there an example you could point me to 

Hi @Ross Cantor 

 

Automation - https://www.atlassian.com/software/jira/features/automation

It will look something like this:

SShot5.PNG

@Stuart Capel - London This did the trick! Thank you very much!

Excellent, glad this is what you need.

@Stuart Capel - London  is there a good way to set up a subtask as dependent or blocked by another subtask via automation?

2 votes

Hi @Ross Cantor 

I've just written an article Efficient Recruitment business process using Jira and Business Process Manager, you can organize Onboarding process on the same way.

Using add-on BPM developed by my team. It allows creating a process template that includes all issues with right assignee. For each issue, you can create a custom form, need to be submitted.

Screenshot_1.png

Also, it can be applied in conjunction with Jira Automation rules to start the process due to the selected trigger.

Moreover, there is an opportunity to create a form as a quiz, if you need to test your employees' knowledge.

If you have any questions, be free to ask me.

Regards

Hey @Julia Shcherbyna {SaaSJet} 

Could I have a demo of this tool? I'm trying to create a template after to activate the add-on but it look like its not working.

Hi @Vini Bettega , yes of course! Use this link to send a request to get a demo call:

Request a demo cal

As a product, select: Business Process Manager, and note in summary that you'd like to get a demo call.

 

Also, here is a tutorial that can be useful to understand better: YouTube video tutorial 

 

If you have any questions, please write me. 

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