I am trying to create an issue (of type task) in an epic, using Jira Automation

[sfullman]

There are quite a few examples showing how to do this by linking a task to an epic, but I want the task added to the epic.

Step 1:

A user creates an Epic. The epic has a custom field  titled Brand:

Step 2:

When the Epic is saved, with a Brand selection it triggers a rule.

Step 3:

The rule, based upon issue type = Epic, and Field Brand = [Some Value] Create one or many tasks.

This works like a champ, I can create in some instances up to 35 tasks if all the options are selected.

Step 4

What I can't get working is showing these tasks as part of the Epic in the backlog of my Kanban board.

(Slimmed down version of my rule)

*Note

I can get this to relate to the Epic fine.

However, that doesn't help to have a bunch of tasks related to an epic.

My first iteration was a custom issue with sub tasks. The sub tasks worked fine, so I guess they automatically relate to the parent issue.  My users decided they wanted to keep the Epic - Task relationship instead.

[Kevin Bui · Accepted solution]

Hi @sfullman - If I'm understanding you correctly, what you want is to have a rule that triggers when an epic is created and that epic also has a value in the field Brand. This rule must create a task and add it to this epic. Is this correct?

If so, then you should be able to accomplish this with the following:

1. Trigger: Issue created, as per your rule.

2. Conditions: I would use two instances of the Issue fields condition; one to check that Issue type = Epic, and one to check that Brand is not empty. The JQL you've used is probably fine, but I find the Issue fields condition to be easier to use and manage.

3. Action: I would use the Create issue action as you have done in your rule, but ensure that you have Issue type = Task and Epic link = Trigger issue. See screenshot below.

The rule would look like this (I used Labels, since I don't have a Brand field on my instance):

I tested this rule setup on my Scrum board, and it seems to have worked. Hope this helps! Please let me know if it doesn't.

[sfullman]

Thanks, quick question though. When I create the action to create a task, I do  not find the field [Epic Link] is available. When I search for the field I get two Epic Link entries that you see in the image below. When I run the rule they are not recognized

[sfullman]

I may have stumbled into a solution, but not sure I know why.  You can see two fields above labeled as Epic Link. I tried the first field and received an error. I went back and tried the second and it worked.  Not sure why, and it seems like those fields are custom according to the error.