How to improve subtask flow and fields

Question

Hi

I want to improve the subtask mechanism :

1. Remove the mandatory Unit Test Date and Solution fields from subtasks.
2. When updating the main task's status, automatically transfer the Build Integrated value from the main task to the subtasks.
3. Set all subtasks to change status automatically when the main task is marked as Integrated.

John Funk · Answer

Hi Yohan - Welcome to the Atlassian Community!

That's a lot going on there! Here is some general guidance that should help you.

1. Either Edit the Field Configuration for project for Sub-tasks to mark those fields as Optional or edit the Workflow for Sub-tasks to take out the Validators for Field Required in the transitions for those fields - not sure when it is getting set as mandatory.

2. You can do this with an automation rule based on an Issue Transitioned trigger on the status for the main task. Add any Conditions as needed. Then add a Branch for Children. Under the Branch add an Edit Issues action select the Build Integrated field. Click the 3 dots menu beside the field and select Copy. Then click on the words Current Issue, in the popup change it to Trigger Issue.

3. Basically do the same as number 2 above, except under the Branch use a Transition Issue action instead of Edit Issue. Select the appropriate status you want to transition the children to.