Re-creating hirerchy - automation

Jean Francois Gelinas
Contributor
October 10, 2024

Greetings,

You are all aware that JIRA decided to remove subtasks at any level in a JIRA hierarchy.  They are only available at the lowest level, under stories.  The "+" button was removed without any notice and broke our entire way of doing things.  

We use these subtasks for notes, quick tasks or to attach budget (we subtyped the subtask) at higher hierarchy.  Its a real bummer that we have to convert all this on a short period of time.  Our hierarchy was the following :

  • Priority
  • Projet - used to be linked to a multiples annual subtasks (financial informations)
  • Epic
  • Task
  • Subtasks

Our new hierarchy will simply include a new type:  "financial informations" at the level of EPIC and will be available via the "hierarchy button".   I still dont understand why having a quick subtask (for example at priority level) was a bad idea ...

Now im trying to implement the new hierarchy, but it seems that I cant create this new issues, since a field is mandatory.  Automating the creation doesnt work, since the security level is mandatory in this new issue.  Basically i want to copy the security level of the parent (the project) when i create this new issue (the financial informatin).  But I cant use an automation trigerred by "creation issue", since the field is mandatory and the issue is not created prior to the trigger.

This is all real complicated for nothing.

Is there a simplier way ?

Sorry for my poor english.

Thanks for your time

1 answer

0 votes
Trudy Claspill
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
October 10, 2024

Hello @Jean Francois Gelinas 

Let us focus on the problems you are trying to solve.

What are you trying to automate?

Are you trying to automate the creation of the Financial Informations issue?

Are you trying to automate setting the Issue Security Level of an existing Financial Informations issue?

Are you trying to automate both the creation and setting of the Issue Security Level for a Financial Informations issue?

You said there is a required field. It is possible to set a required field during issue creation in an Automation Rule, so that should not be a blocker.

If you have an Automation Rule created that is not working as you intend, please provide screen images showing the entire automation rule, the details of each step, and the output in the rule execution log file.

Jean Francois Gelinas
Contributor
October 11, 2024

The security level is mandatory.

When we used subtasks, the field was populated by security level's parent (by the system, automaticalyl).  I'm trying to replicate that.

So when I create an issue under my project, I want to populated the security field since its mandatory.

I'm trying something like this, copy security level from Parent.  But the issue is not "yet" created, so the trigger doesnt start.

image.png

Trudy Claspill
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
October 11, 2024

Hello @Jean Francois Gelinas 

How is the issue you want to modify getting created? Is that done manually, or are you trying to automate the creation of the issue?

If the issue has been created manually, then the manual creation of the issue will trigger this rule because it uses the Issue Created trigger.

If that is not happening in your environment, then there is some other problem.

If the rule is getting created but the Security Level is not getting set, that is again a different problem.

What is the output in the Audit Log for this rule when an issue of type "Financement projet" has been created?

Jean Francois Gelinas
Contributor
October 15, 2024

@Trudy Claspill The issue is created via the "hierarchy button" ... security level is not set and the automation (on creation), of course, cannot be triggered.  Maybe something is wrong in my config.

Trudy Claspill
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
October 15, 2024

Hello @Jean Francois Gelinas 

When you create the issue manually a dialog will open for you to fill in the fields to create that issue. Are you trying to automatically populate the Security Level field at this point? You cannot use an Automation Rule to update a field on the Create Issue screen.

The issue is not "created" until you save that information. Saving the information executes the Create transition within the workflow, which fires the Issue Created event, and that will trigger the Automation Rule.

To automatically fill in a field in the Create Issue dialog you would need a third party app such as Adaptavist's ScriptRunner Behaviours. However it is unclear to me if Behaviours supports managing the Security Level field.

https://docs.adaptavist.com/sr4jc/latest/features/behaviours/behaviours-supported-fields-and-products

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