Automate assigning a custom field to the assignee field?

Bobby Moyini October 7, 2024

 

 

Is there a way to pull a custom field from the main issue like “Assigned Tester” to populate the Assignee field within a subtask?

 

I have an automation that creates several subtasks and I need the Assigned Tester field from the the issue to populate the assignee of the subtask. Right now I'm triggering the automation manually based on the person who triggers the automation (which is the assigned tester right now). I have attached an image of what I have right now, any help would be awesome!Assigned Tester.png

 

 

 

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Ryan M
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October 7, 2024

.

Ryan M
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October 7, 2024
Bobby Moyini October 7, 2024

I will try this in the AM and see if it works!

Bobby Moyini October 8, 2024

@Ryan M I cant get this to work for some reason using the smart values. It keeps telling me in the log "Assign issue: Issue was already unassigned" and leaves it unassigned.

 

Not sure if I'm taking the most direct path to make this , but this is what I have. 

Unassigned Issue.png

Ryan M
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October 8, 2024

Hey @Bobby Moyini 

Yeah I believe you might have to use the more options-->advanced form with JSON for this.

The exact syntax would be as follows:

{
"fields": {
"assignee": { "id": "{{issue.customfield_10102}}" }
}
}

 
Also, you don't need to do a branch. You should be able to set the values in the initial "Create New Subtask" action like this:

Screenshot 2024-10-08 at 5.47.48 PM.png

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Bobby Moyini October 9, 2024

This worked for me :)

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Bhanu
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October 7, 2024

Great!

Trigger: Manual

Condition: Assigned Tester is not Empty

Action: Create Subtask

  • Choose fields to set - Assignee Field
  • Select Copy from Parent
  • Click the Field to copy from
  • select the Assigned Tester Field.

Bobby Moyini October 8, 2024

Action: Create Subtask

  • Choose fields to set - Assignee Field
  • Select Copy from Parent
  • Click the Field to copy from
  • select the Assigned Tester Field.

I don't get the bolded options after selecting copy from parent. 

issue.png

Bhanu
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October 9, 2024

Click the three ellipses next to the end of the Copy from Parent.

Select Copy

Click on the text Copy from and you will see the following to select the field to copy the value from.

Screenshot 2024-10-09 at 21.41.52.png

 

 

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Bhanu
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October 7, 2024

Hi @Bobby Moyini 

For this, Can I know when the sub-tasks are created? During a Workflow transition?

 

Bobby Moyini October 7, 2024


I trigger them manually for now and have it check to see if assigned tester exists before it goes through the workflow to make sure unassigned tasks aren't created. The triggers for automation appear under the actions menu in the specific Jira task you are looking at (on the top right).

Manual trigger.png 

Bhanu
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October 7, 2024

Great!

Trigger: Manual

Condition: Assigned Tester is not Empty

Action: Create Subtask

  • Choose fields to set - Assignee Field
  • Select Copy from Parent
  • Click the Field to copy from
  • select the Assigned Tester Field.
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John Funk
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October 7, 2024

This is the solution.  ^^^

John Funk
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October 8, 2024

@Bobby Moyini - did you try this solution??

Bobby Moyini October 9, 2024

@John Funk 

Action: Create Subtask

  • Choose fields to set - Assignee Field
  • Select Copy from Parent
  • Click the Field to copy from
  • select the Assigned Tester Field.

I don't get the bolded options after selecting copy from parent. 

issue.png

John Funk
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Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
October 9, 2024

 Click the 3 dots menu next to the field and choose Copy. Then you should be able to do the next.

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Ryan M
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October 8, 2024

.

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