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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?

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Stuart C Community Leader Oct 29, 2021

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 C . 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 

Stuart C Community Leader Nov 03, 2021

Hi @Ross Cantor 


Automation -

It will look something like this:


@Stuart C This did the trick! Thank you very much!

Stuart C Community Leader Nov 04, 2021

Excellent, glad this is what you need.

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

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.


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.


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