creating sub-task, field defaults from leading story before save.

Deleted user July 30, 2021

After I execute "Create Sub-Task" within a story, I like to have for some Sub-Task Fields  default values coming from story, but already before save the Sub-Task (required fields). 

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Alex Koxaras _Relational_
Community Leader
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July 30, 2021

Hi @[deleted] and welcome to the community!

You could that either by automation, or with a Post Function within the current sub-task workflow. However, these fields will be populated AFTER you hit the submit button for creating the subtask, and not prior. You can't populated them before, since the screen that opens is used to input data.

You possibly could do that on a later stage on your workflow (but you have to have already copy these fields to the subtask on a prior stage). 

Let me know if you want more info.

Alex

Deleted user July 30, 2021

Hi Alex,

thx for response so quickly. May be you have some screen shot's how to do?

regards

Werner

Alex Koxaras _Relational_
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
July 30, 2021

The automation would be something like this:

rule01.png

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