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Automation Triggers to auto set an account when creating a sub task

Hi, 

I'm looking at setting up an automation to trigger to auto set the value in the "Account" field when creating a Sub-task from the parent task. 

 

I've tried using when Issue Transitioned or When Issue is created but unfortunately I'm stuck. 

Appreciate it if anyone can assist to shed light on this, please?

 

Thanks, 

 

Earl 

1 answer

1 accepted

0 votes
Answer accepted
Fazila Ashraf Community Leader Jan 20, 2021

Hi @Earl Kabiling 

I use tested it like this and it works. 'Change type' is a select list field in this example. 

Also make sure you have the field Account on the subtask screen.

image.png

awesome @Fazila Ashraf , it worked perfectly...thanks again.. much appreciated..

 

This is how I've set it up

automation.jpg

Like Fazila Ashraf likes this

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