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Description
Using the Create Sub-taskSubtask workflow post function will allow you to create one or more Issues 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 two steps:
Step 1 - Issue Fields
This configuration screen allows various tabs based on the following tabs:
- 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 have been grouped into
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- 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
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- 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.
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- These allow you to define the conditions under which you
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This also provides additional configuration options, such as JQL input, the acting user, etc.
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Example
In this scenario, we will introduce This scenario introduces a new Create Sub-task Subtask workflow post function to a transition step within an existing workflow.
Background
Our scenario will use uses an example ePub workflow that helps teams coordinate the publication of electronic books. While transitioning from the "Open" to "In Draft" steps, we will let us create a new Sub-task Subtask within a specific IT Services project in our Jira instance. This will create creates an Issue (sub-tasksubtask) in the backlog of our Digital Publication team, so their manager can begin forecast and assign resources.
Steps
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| Isolate the Workflow Transitions (id) for new Create Issue Post FunctionLogged into Jira as a workflow administrator: - Navigate to Project Settings → Workflows.
- Under the Actions navigation, click on Edit.
- Using the editor in "text" mode, click on the link name of the Transitions (id) that you will introduce
a Create Issue Post function against.
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| | Add Post Function- Select the Post Functions tab
Click on the "Add post function" like (right-hand side of dialog). - Select the "Create Issue" radio button.
- Click the "Add" button listed blow the options.
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| | 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 subtask workflow initiated"
Navigate to the "Detailed Fields" section: - Under Details:
- Set the Issue Type to "New-Sub-TaskSubtask"
- Under People:
- Keep the Reporter as "Current user"
- Keep the Assignee as "Parent issue's assignee"
- Under Links:
- Set the Create links 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 on the "Add" button at the bottom of the screen.
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View configuration
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| | Publish and Validate Post Function- Click on the "Publish Draft" button to publish changes to your workflow and activate
the Create Issue 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 Subtask post function
is configured. In our case, this is the In Draft step. - 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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Explore Configuration Settings
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Configuration Settings