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  • ISSUE FIELDS - These issue fields allow you to define the contents of one or more fields when an issue is created by this post function. Substitution variables can then be used to populate fields. Issue Fields are grouped into the following common categories:
    • Basic Fields - includes fields which are most commonly used when creating a new issue in Jira.
    • Detailed Fields - includes details associated with the issue, people involved, dates.
    • Links - includes details of issue links and link types.
    • Comments & Attachments - how you want to handle comments and specifics associated with attachments.
    • Custom Fields - controls whether to copy custom fields and allows you to define values for new custom fields.
  • OPTIONAL RULES - Allow you to define the additional criteria for when and how to create the issue(s). Optional Rules are grouped into the following category:
    • Conditions & Configuration - Define one or more conditions for when to create the issue(s), use JQL to define substitution variables to be used to populate other fields, as well as set the acting user for the issue creation. 
  • HELP - Provides quick links to additional documentation 

Example

This scenario introduces a new Create Issue workflow post function to a transition step within an existing workflow.

Background

Our scenario uses an example ePub workflow that helps teams coordinate the publication of electronic books. While transitioning from the "OpenBacklog" to "In DraftSelected for Development" steps, let us create a new issue within a specific IT Services project in our Jira instance. This creates an issue in the backlog of our Digital Publication team, so their manager can begin to forecast and assign resources. 

Steps

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Isolate the Workflow Transitions (id) for new Create Issue Post Function

Logged into Jira as a workflow administrator:

  1. Navigate to Project Settings → Issues → Workflows.
  2. Under Click the respective Edit link of the required Scheme, in the Actions navigation, click Editcolumn.
  3. Using the editor in "text" mode, click the Click the link name of the Transitions (id) that you will introduce a Create Issue Post function against.
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  1. for which you want to add a 'Create Issue' post function.

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Add Post Function

  1. Select the Post Functions tab

  2. Click the "Add post function" like (right-hand side link on the top right corner of dialog). 

  3. Select the "Create Issue" radio button.
  4. Click the "Add" button listed below the options.

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Define Issue Fields

  1. Within Select the "Basic Fields" section tab:
    1. Keep Retain the default Summary as "%parent_summary%", so we inherit the same summary as the parent issue.
    2. Set the Description field to Enter "FYI - ePub workflow initiated" in the Description field.

  2. Navigate to the "Detailed Fields" section tab:

    Within the details: 
    1. Set the Project to our example Enter/Select "IT Services (IS)" in the Project as our example project.
    2. Set the Issue type to Select "Service Request"  as Issue type
    1. Under People:
      1. Keep the Reporter as Select "Current user" Keep the Assignee as as Reporter
      2. Select "Parent issue's assignee" as Assignee
  3. Navigate to the "Links" section tab: 
    1. Set the Create link value to Select "Parent issue key" Set as the Create link type value to  value
    2. Select "relates" Set as the Create link direction to type value
    3. Select "Issue key to new issue" as Create link direction
  4. Navigate to the Comments & Attachments section:
    1. Under Comments:
      1. Add the following new Comment: "This issue was automatically created"
  5. Click the "Add" button at the bottom of the screen.

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View configuration

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Publish and Validate Post Function

  1. Click the "Publish Draft" button to publish changes to your workflow and activate the Create Issue post function. 
  2. Navigate to your Project in Jira.  In our case, we will navigate to the ePub project.
  3. Create a new issue and then transition to the step where your new Create Issue post function is configured. In our case, this is the In Draft step.
  4. Search for new issues within your project. You should see the new issue automatically created with the values you defined in the previous step.
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