Automatically assign sub-tasks based on sub-task title

[Kellie Bower]

We have a project where most of the stories have the same set of 9 sub-tasks. Not all sub-tasks get assigned to the same user; however, the same title of a sub-task will get assigned to a specific user (ie “Domain Unit Tests” will get assigned to one person, while “Final Validation” gets assigned to someone else). Is there a way to automatically assign a sub-task to a user based on the title of the sub-task? 

[Bill Sheboy · Accepted solution]

Hi @Kellie Bower -- Welcome to the Atlassian Community!

Yes, you could do that with automation rules.  For example if you wanted to do this when the issue is created, it would be something like this:

• trigger: issue created
• action: re-fetch (to reload the data)
• condition: issue type is a subtask
• if/else condition...with an advanced condition to check if the Summary contains "Domain Unit Tests"
  • action: assign to the person
• else/if...for another Summary...

You could create another rule to handle changes to the Summary field.

To get you started on creating your rule, please review this documentation and examples:

• https://www.atlassian.com/software/jira/guides/expand-jira/automation 
• https://support.atlassian.com/cloud-automation/docs/jira-smart-values-issues/ 
• https://www.atlassian.com/software/jira/automation-template-library#/rule-list?systemLabelId=all&page=1&pageSize=20&sortKey=name&sortOrder=ASC

Kind regards,
Bill

[Kellie Bower]

This is exactly what I was looking for. Thank you so much!!

[Eman Yaseen]

@Bill SheboyI did the exact steps that u have mentioned, but the subtask is not getting assigned. Could you please help more if there is something that I should take care of to avoid common mistakes?

[Bill Sheboy]

Hi @Eman Yaseen 

As this is an older thread, I recommend creating a new question to ensure the maximum number of people see it to offer suggestions.  Perhaps include a link back to this thread for context.

When you create your question, please include:

• an image of your complete rule
• images of any relevant actions, branches, conditions
• an image of the audit log details showing the rule execution

Until we see your rule...I suspect that one of the conditions is not matching and so the assignment does not happen.  Reviewing the rule and audit log may confirm that.

Kind regards,
Bill

[Eman Yaseen]

I created a new question and this is the Link:

https://community.atlassian.com/t5/Jira-questions/Automatically-assign-sub-tasks-based-on-Sub-Task-Summary/qaq-p/2704040?utm_source=dm&utm_medium=unpaid-social&utm_campaign=P:online*O:community*I:social_share*

Thanks