Automation update subtask summary

[Pauline Hild]

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 

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

Screenshot 3: Configurations of the actions for the first subtask

[Mark Segall · Accepted solution]

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)

[Fabian Trejo Benitez]

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]

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.

[Pauline Hild]

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 

[Mark Segall]

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.

[Pauline Hild]

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! :)