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How to copy field values from subtask to parent task when entered or edited

Robert Ban July 21, 2023

I am using Jira Work Management (Cloud) and a team managed project.
Via automation I can create 2 sub-tasks when the issue is transitioned.
User populates fields in the sub-tasks. What should happen then (and when the user edits the field) is that the field values should be copied to the corresponding field in parent issue.
I cannot use dynamic fields in the parent because I would need to change all the existing issues to have sub tasks which is not the case yet.
Is this possible?

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Trudy Claspill
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July 21, 2023

Hello @Robert Ban 

There are triggers for Automation Rules for Field Value Changed and for Issue Updated. You would use one of those to detect that the subtask was changed.

You would then add the following steps:

Condition: to check that the changed issue is a subtask

Branch: For Related Issues / Parent

  Action: Edit issue - this will edit the parent of the subtask

    set fields here to copy from Trigger issue

One question I would ask though is if your issue has multiple subtasks, wouldn't each subtask potentially overwrite information in the parent issue from other subtasks?

Kevin Christmann July 21, 2023

I second what Trudy said and have done similar things myself.

Like Trudy Claspill likes this
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Robert Ban July 26, 2023

Many thanks to you guys and sorry for the late response.
I haven't had time to check this out yet and will do once I am back from leave on the 8th of August. Will let you know.
Each subtask is assigned to a different team and only includes the fields relevant to them so no no risk to overwrite anything.
Many thanks,
Robert

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