Create Sub-Tasks with Automation

[Jh]

I'd like to create sub-tasks depending on the custom field values chosen when the parent issue was created. Do I have to do with with a combination of automation + JSON, if so, I'd like to see an example.

For my sub-task, I'd like to create it with this criteria:

1. Summary = "Desk Phone Required for New Hire -- Name(copy from custom field value from parent issue)

For example: "Desk Phone Required for New Hire -- Joe Schmo

2. Description =

New Hire - value of custom field from parent issue - current date in this format dd/mm/yyyy

For example:

New Hire - Joe Schmo 07-27-2020
New Hire - value of custom field from parent issue
Desk Phone Required

[John Funk]

Hi @Jh  - Yes, you should be able to do all of that with just Automation For Jira. Are you using Cloud or Server version of Jira?

Here is some basic information about Automation For Jira Cloud:

There are two types of automation:

• Global: In the Free version, you get 100 executions per product, per month
• Project: In all versions, you get unlimited executions per month

Automation Basics: https://www.atlassian.com/software/jira/guides/expand-jira/automation

You can do this via global rules to apply to all projects also. You'll need to be a Jira Admin/Site Admin, go to Jira Settings > System > Automation Rules (left-hand menu).

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

Give that a try and post back here if you need additional assistance. 

Good Luck!