Description

Using the Create Sub-task workflow post function will allow you to create one or more sub-tasks when the post function is processed after a workflow transition step. We've streamlined the configuration of this post function by grouping all configuration settings into various tabs for easy access:

• ISSUE FIELDS - These issue fields allow you to define the contents of one or more fields when an sub-task 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 sub-task in Jira.
  • Detailed Fields - includes details associated with the sub-task, people involved, and dates.
  • Links - includes details of sub-task 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 sub-task(s). Optional Rules are grouped into the following category:
  • Conditions & Configuration - Define one or more conditions for when to create the sub-tasks(s), use JQL to define substitution variables to be used to populate other fields, as well as set the acting user for the sub-task creation. 
• HELP - Provides quick links to additional documentation 

Example

This scenario introduces a new Create Sub-task 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 "Open" to "In Draft" steps, let us create a new sub-task within a specific IT Services project in our Jira instance. This creates a sub-task issue in the backlog of our Digital Publication team, so their manager can begin to forecast and assign resources. 

Steps

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Create Subtask - 7.xImage Added Isolate the Workflow Transitions (id) for new Create Issue Post Function Logged into Jira as a workflow administrator: Navigate to Project Settings → Workflows. Under the Actions navigation, click Edit. Using the editor in "text" mode, click the link name of the Transitions (id) that you will introduce a Create Issue Post function against. Create Subtask - 7.xImage Added Add Post Function Select the Post Functions tab Click the "Add post function" like (right-hand side of dialog).  Select the "Create Sub-task" radio button. Click the "Add" button listed below the options. Define Issue Fields Within the "Basic Fields" section: Keep the default Summary as "%parent_summary%", so we inherit the same summary as the parent issue. Set the Description field to "FYI - ePub sub-task workflow initiated" Navigate to the "Detailed Fields" section: Within the  details:  Set the Issue type to "Sub-task"   Under People: Keep the Reporter as "Current user" Keep the Assignee as "Parent issue's assignee" Navigate to the "Links" section:  Set the Create link value to "Parent issue key" Set the Create link type value to "Relates" Set the Create link direction to "Issue key to new issue" Click the "Add" button at the bottom of the screen. View configuration Publish and Validate Post Function Click the "Publish Draft" button to publish changes to your workflow and activate the Create Sub-task post function.  Backing up your workflow ahead of publishing is always a good idea. However, in this case we will simply publish without a backup. Navigate to your Project in Jira.  In our case, we will navigate to the ePub project. Create a new Issue and then transition to the step where your new Create Sub-task post function is configured. In our case, this is the In Draft step. Search for new sub-tasks within your project. You should see the new sub-task automatically created with the values you defined in the previous step.

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