How to auto populate custom fields in parent tickets to subtask

[Zahin Hassan]

Hello,

Can someone provide instructions or any insight on how to auto populate custom fields in parent tickets to subtask? Is there an automation that someone is aware of.

Thanks,

Z

[Mathew Lederman · Accepted solution]

@Zahin Hassan I would recommend performing this in Automation over Post-Functions as it is far simpler to build/write and you are notified if/when errors occur. Here's how we're performing this task for Active Directory requests.

Unfortunately nothing is built-in so you have to define everything yourself, but this works very well.

[Zahin Hassan]

@Mathew Lederman 

Many thanks for that quick turnaround. Is there an option to populate previous historical data from parent tickets to subtasks?

[Mathew Lederman]

Yes, just use Scheduled as your trigger. You'll have to write out the JQL for the appropriate pieces to apply, but you can run a Scheduled automation at-will or you can let it run whenever you like.

[Zahin Hassan]

@Mathew Lederman 

Many thanks!!! This is helping me a lot with a current blocker. Thanks again for your insight and expertise!

[Craig Nodwell]

Hi @Zahin Hassan welcome to the community.  I'd suggest you put this on the Create Transition of the Sub-Task as a post function.  You could also write an automation providing you are using Data Center or Cloud Enterprise.

[Zahin Hassan]

Hello Craig,

Thanks for the warm Welcome!

We are a Data center.

Thanks,

Z

[Mathew Lederman]

@Craig Nodwell apologies for the off-topic question, but why do you mention Data Center or Cloud Enterprise? Is automation not available on the Cloud Premium version?

[Craig Nodwell]

They are but there's scaling considerations when on other offerings.

[Mathew Lederman]

Can you share a bit more detail or link me to where I can find more? We are looking to move to Cloud Premium in the coming months and are heavily dependent on automations. I can't find anything about limitations.

[Bill Sheboy]

Hi @Mathew Lederman 

Please look here for all the spirited conversations on the changes to the packaging model for automation rules:

https://community.atlassian.com/t5/Automation-articles/Introducing-our-new-packaging-model-for-Jira-Cloud-Automation/ba-p/2446099

Kind regards,
Bill

[Craig Nodwell]

Thanks @Bill Sheboy