How to create automation subtask with specifict Epic Name

[Rico Suhanta]

Hi, I would like to know for automation. I have 3 different epic name and want create subtask with a specific name, I try to use the same value with my epic's name but it's still fail to create the subtask automatically 

[Sam Nadarajan]

Hello @Rico Suhanta and welcome to the Community!

I am not sure what your automation rule looks like, but if you are looking to create a sub-task in an Epic and to use the name of the Epic in the sub-task you could do the following configuration:

When you add an action, select the "Create sub-tasks" option, then the "Add fields" option. For the summary field (or any other text field), click the triple dots on the right side of the field and select "Copy From", then click on the bold values to change to "Epic Name" and "Trigger Issue".

Hope this Helps

[Rico Suhanta]

Hello @Sam Nadarajan Thanks for the response. But the case is not when I create Epic 

I already have some epics with a specific name is 'Data Visual'

When I create Task with Epic Name 'Data Visual' I want the sub task is create automatically.

[Sam Nadarajan]

Thanks for the response, You didn't give me much to go on so I took a stab on the trigger but you aren't fixed to that trigger if that's not what you need.

If you change your "Issue Fields Condition" to an "Advanced Compare Condition" and use the smart value {{issue.epic.Epic Name}} for comparison it should work (just worked for me).

Keep in mind that with this approach the rule will only create the sub-task if you set the "Epic Link" field on the Task that you are creating. Tasks that are created with no association to an Epic (as you illustrated) won't create the subtask.

Hope this helps

[Rico Suhanta]

Hi, I try that but it didn't suceed. Below the audit log

[Sam Nadarajan]

Hello @Rico Suhanta 

When you created the task as part of testing, did you set the "Epic Link" field? Based on the automation rule you posted initially, it looked like you were expecting to set the "Epic Link" field when creating a task.

Also, you'll want to make sure that when you're creating an issue it's of the "Task" issue type, not "Epic" issue type for the rule to work.

[Rico Suhanta]

Could you guide me with some picture maybe regarding the Epic Link? 

Also when I create an issue, I already make sure that the type is Task 

[Sam Nadarajan]

Sure,

To associate other issues to your Epic, you'll have to set the Epic Link field:

Do you see the "Epic Link" field when creating a Task?

[Rico Suhanta]

I can't find the "Epic Link" but can I try like this?

[Sam Nadarajan]

Can you show me a screenshot of what your Create Issue screen looks like?

[Kian Stack Mumo Systems]

@Rico Suhanta, 

Can you please clarify what you are trying to do? It's not clear from your post. A screenshot of the current automation rule configurations would help too.

Thanks,

Kian

[Rico Suhanta]

So I want to crate this type of automation rules. Where I create a task and the epic name is 'Data Visual' It will create a sub task. But it always fail for the second condition. Any insight of this?

[Kian Stack Mumo Systems]

@Rico Suhanta, 

The issue is that Tasks don't use the Epic Name field. That is a field reserved for Epic Issue types. Try switching it to the "Epic Link" field instead.

[Rico Suhanta]

Can you guide me step by step using picture? For example if I create task with Epic Name of 'Data Visual' then it will automatically create Sub Task

[Kian Stack Mumo Systems]

I got this to work. The manual trigger was just for testing. You can make it work using the issue created event as well.

[Rico Suhanta]

I try that but it didn't work, maybe should I add if condition for Issue type?

[Kian Stack Mumo Systems]

hmm, that's odd. It worked for me! Can you ensure that the task you created was linked to the Epic you wanted?

[Rico Suhanta]

Yes, this one right?

[Kian Stack Mumo Systems]

That looks fine. I'm not sure why it isn't working as it does for me.

[Rico Suhanta]

Do you think I should make like this? and What is the summary field I shoud write?

[Kian Stack Mumo Systems]

No, that won't work. Instead of creating a task, try it like this.

You'll need to make sure when you create the task that you set the "Epic Link" field.