Can you create individual templates for specific sub task ?

[Octavian Nistor]

Hey, 

I'm working on a project where I've automated task creation to also include 4 specific sub-tasks but I would like to create a specific template for each of the subtasks. 

These sub-tasks will always be the same for new tasks. For example:

Task A will have subtasks 1,2 & 3

Task B will have subtasks 1,2 & 3

And I need Subtask 1 to have a specific template and the same with the other ones. I'm aware I will need some automation to call for those but I'm unsure if I need to set the template up in the Issue Type area or somewhere else.  

Thanks in advance for your help. 

[Christian Kreß]

Hello @Octavian Nistor

What you seek is possible via Jira Automation.

1. First thing you'll need is a trigger. You could use Issue Creation, which creates the Subtasks right after creating the parent issue.
2. The second thing is a condition for the subtask template. There you could use any kind of field, which allows you to distinguish between your different templates. I would recommend using the labels field, where you could easily create a label for "Template_A" and "Template B".
3. For each condition you'll need the "create sub-tasks" action. You can add more than one subtask for this action and even add fields which you can prefill right within the automation rule or fill with information from the parent issue.

I tested a prototype of the rule, and it just worked fine:

Hope this helps.

Kind regards,

Chris

[Octavian Nistor]

Thank you Chris. 

I was working through your explanation and I was wondering if the labels need to be manually allocated to each sub-task. Is that the case?

Best,

Octavian

[Christian Kreß]

Hi @Octavian Nistor

For the automation above, the label needs to be manually allocated to the task for which you want the subtasks to be created. If I understand you correctly, you want to create different subtasks (with different description and other fields) for different issues of the issuetype "task". Therefore, you'll need a criterion to distinguish between the different kind of tasks.

Please note: Using the label is just a suggestion, you also could use another criterion which the specific tasks have in common. For example, if they always contain the same summary or description, you could also use this as a condition and don't need to add a label.

Hope this helps for clarifying. Feel free so share your full automation for further assistance. :)

Kind regards,

Chris

[Octavian Nistor]

Thank you Chris. 

The Label won't work as I am trying to remove the manual interaction but will try the condition as they will have the same summary.