Automatically create Epics/Stories and Tasks when a new project created

Arun Unnikrishnan February 27, 2024

I am looking for an automation that would help me to achieve the below. 

Whenever a new project is created with project category = ABC is created, I would like to create a Epic, a Story under the Epic and few sub-task under the story. Is this something that can be done using the automation. 

I see the trigger When Project Created in automations but no idea how to build to further to achieve the above. 

Thanks in advance

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John Funk
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February 27, 2024

Hi Arun,

Use that trigger and then add a Condition for Category = ABC

Then add an action for Create Issue and select the fields you want populated and supply values. Be sure to use Epic as your Issue Type.

Then add a Branch for most recently created issue.

Under the Branch add an action for Create Issue. Use Story as the Issue Type. Add any other fields as desired. Also add the Parent field and use {{triggerIssue.key}}

 

Arun Unnikrishnan February 27, 2024

Thanks for the prompt response @John Funk  Appreciate it. 

What do you mean by 

Use that trigger and then add a Condition for Category = ABC

I couldn't find anything related to Project category in the issue Field Condition. 

I was trying this one but it didn't work for me. I create a new Company Managed Scrum project and Share settings from an existing project so that the project category is set upon creation of the project. 

Screenshot 2024-02-28 125250.png

John Funk
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
February 28, 2024

Try using {{project.projectCategegory.name}} equals ABC 

Arun Unnikrishnan February 28, 2024

I tried it @John Funk  but it doesn't work. 

John Funk
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
February 28, 2024

I use it in automation rules myself and it works. What is not working about it? What happens when you run the rule? Can you share the details of the audit log? 

Arun Unnikrishnan February 29, 2024

It's working now @John Funk 

The smart value you shared had typo. 

Like John Funk likes this

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