Automation to assign sub-tasks to user in "tester" field

mbrewer@amfam.com May 1, 2020

How do I create automation for assigning sub-tasks to the user in the "Tester" field??

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John Funk
Community Leader
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May 1, 2020

Hi mbrewer@amfam.com  - Let me see if I follow you. When the card is updated with a value for the Tester, you want to copy that value to the Assignee field?

Or is there something else that triggers the copy?

mbrewer@amfam.com May 4, 2020

Yes. When we are in planning I want to fill out the person who will be testing it in the tester field and then have that assignee be automatically assigned to the subtasks as well

John Funk
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
May 4, 2020

You should be able to do that with Automation For Jira. If you are using Jira Cloud:

  1. Go to Project Settings > Project Automation (on left-hand menu)
  2. Press Create Rule in top-right corner
  3. Select the Trigger "Issue Created" and press Save
  4. Next Select to add an Action, and choose "Edit Issue"
  5. Select the field Label
  6. Select the options icon (3-dots) - and choose "Add/remove values"
  7. Enter the value you want as a default and press Save
  8. Name your Automation and turn it on

Now when each issue is created, it will add the desired default label as long as the issue is created in that project. You might need to refresh the page after each issue creation to see it.

You can do this via global rules to apply to all projects also. You'll need to be a Jira Admin/Site Admin, then instead of going to Project Settings, go to Jira Settings (cog icon on left-hand navigation bar) > System > Automation Rules (left-hand menu).

For more on using Automation For Jira see these help pages.

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