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Automation update subtask summary

Hi everyone,

I'd like to create an automation rule that changes the summary of an automatically created subtask when the summary of the parent task is changed.

The problem now is that I used a value for the names of the subtasks (e.g. {{triggerIssue.summary}} Sample QC). 

I already managed to create a rule that works for one subtask. My question now is: How do I have to set the rule that every single subtasks keeps it own name and just the {{triggerIssue.summary}} is changed? 

I would be very grateful for help!

Kind regards, 

Pauline

 

Screenshot 1: Automation that creates subtasks automatically 

Bildschirmfoto 2022-07-28 um 11.20.57.png

Screenshot 2: Automation that keeps in sync summary of parent and task

Bildschirmfoto 2022-07-28 um 11.21.27.png

Screenshot 3: Configurations of the actions for the first subtask

Bildschirmfoto 2022-07-28 um 11.21.34.png

1 answer

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1 vote
Answer accepted
Mark Segall Community Leader Jul 28, 2022

Hi @Pauline Hild - Since you're using " - " as a delimiter between parent and sub-task, you could do this smart tag to update the sub-task:

{{triggerIssue.summary}} - {{issue.summary.substringAfter(" - ")}}

This will ensure the sub-task is always prepended with the parent issue and retains the original summary (e.g. Sample QC)

Hi @Mark Segall , I have a template created so sub-tasks are automatically put when an issue is created. I need to update the sub-task name when the company's name is updated in the issue. Is there any way to do that? 

Mark Segall Community Leader Jul 28, 2022

Hi @Fabian Trejo Benitez and welcome to the community!

I would recommend asking this as a separate question so it doesn't get lost in the shuffle.  Feel free to tag me on the question so I get notified and I'll be happy to help.

Hi @Mark Segall 

thank you very much for your response. I've never worked with smart tags so I just tried to copy the smart tag you supposed into my automation rule.

The screenshot shows what happened but as I am a beginner with smart tags and automation rules I don't know what I have to change to make it work.

Kind regards, 

Pauline 

Bildschirmfoto 2022-07-29 um 12.30.25.png

Mark Segall Community Leader Jul 29, 2022

Hi @Pauline Hild - I think I see the issue:

Automation 1

Make sure each of your Create Issue components are setup like this:

{{triggerIssue.summary}} - Sample QC

Note - There's a " - " in the sub-task summary in my update.  This is important for your second automation because it's looking for that delimiter.

Hi @Mark Segall 

You were right, I added the "-" in all the subtasks and now it works. 

Thank you very much for your help, I'm very happy! :) 

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