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Copy Subtask from one project to another

I have a project that is used to track the status of potential contracts.  Once a contract is defined, sub tasks are added.  These sub tasks are different for each task (contract).

There is a field in the task that indicates if the sub task is ready to be replicated.  It is a simple "yes", "no" list field called "Create Sub Tasks".  There is a second field called EngagementType that indicates which additional project a given sub task should be copied into (possible responses are "modeling", "data", or both).

I would like to replicate the sub task into the appropriate project based on Create Sub Tasks having a "yes" and then further defined by the value in EngagementType.  I am okay if the task needs to be copied with all sub tasks.  

I have tried various automation techniques but am not able to do this.  Is this even possible?  

I have attempted using the following 2 methods.  I do get a single ticket but it is copying the parent ticket, not the sub tasks.  

With conditions met clone.pngClone.png

1 answer

0 votes
Ashley Hudson
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Jan 26, 2023

Heya @Mary-Margret Little ,

It looks like you want to include the component "Branch Rule / related issues" within your automation. Adding this before all of the checks will allow your issues to dupe! I'd also advise you doing an "If / Else" block for the first automation so that the last part can be identified as an "Else" as right now the automation is limiting the clone into the issue. I hope this makes sense and you can get this working! :)

Kind Regards,

Ashley Hudson

Ashley Hudson
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Jan 26, 2023

FWI : You can also see what was impacted in the automation by reviewing the audit log! This can provide you some further insight to what's perhaps failing / being created! :D 

Thank you @Ashley Hudson .  

Unfortunately it is still not working.  I'm not positive I have applied your suggestions correctly.  I have looked at the audit logs but there are no errors per the automation.

Here's what I currently have:

Update to automation.png

Ashley Hudson
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Jan 30, 2023

Could I ask what project the automation is hosted on? Is it on the TRA project (goal for dupe) or is it on the other project? Additionally, it would be good to verify within global admin automation if the project scope is both of these projects? Just to double check?

Kind Regards,

Ashley Hudson

Thank you for reviewing this, Ashley.

The project the automation is hosted on captures sales opportunities.  TRA project is where the ticket needs to be duplicated under specific conditions (field values).  TRA project kicks off the work to respond to a sales opportunity.

Thank you - I'll check on the global admin automation.

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