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Use Case
Several teams use the ePub workflow to coordinate an eBook creation process. When an eBook transitions from Open to Draft, a new sub-task needs to be created in the backlog of an “IT Services (IS)” project so the IT team’s manager can begin to forecast and assign resources.
Check out the below step-by-step instructions on how to automate sub-task creation based on the above scenario.
Steps
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| Isolate the Workflow Transitions (ID) for new Create Sub-task Post FunctionLogged into Jira as a workflow administrator: - Navigate to Project Settings → Workflows.
- Click the respective Edit link of the required Scheme, in the Actions column.
- Click the link name of the Transitions (ID) for which you want to add a Create Sub-task post function.
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| | Add Post Function- Select the Post Functions tab.
Click the Add post function link. - Select the Create Sub-task post function.
- Click the Add button listed below the options.
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| | Define Issue Fields- Select the Basic Fields tab:
- Retain the default Summary as "%parent_summary%", so we inherit the same summary as the parent issue.
- Enter "FYI - ePub sub-task workflow initiated" in the Description field.
Select the Detailed Fields tab: Within the details: Select "Sub-task" as Issue type- Under People:
- Select "Current user" as Reporter.
- Select "Parent issue's assignee" as Assignee.
- Select the Links tab:
- Select "Parent issue key" as the Create link value.
- Select "relates" as the Create link type value.
- Select "Issue key to new issue" as Create link direction.
- 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- 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, simply publish without a backup.
- Navigate to your project in Jira. In this case, 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 this 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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