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This configuration screen allows you to define the conditions under which you will create the Issue. The screen also provides additional configuration options, such as JQL input, the acting user, etc.

Example

In this scenario, we will introduce a new Create Issue workflow post function to a transition step within an existing workflow.

Background

Our scenario will use an example ePub workflow that helps teams coordinate the publication of electronic books. While transitioning from the "Open" to "In Draft" steps, we will create a new issue within a specific IT Services project in our Jira instance. This will create an Issue 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 Function

Logged into Jira as a workflow administrator:

  1. Navigate to Project Settings → Workflows.
  2. Under the Actions navigation, click on Edit.
  3. 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

  1. Select the Post Functions tab

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

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







Define Issue Fields

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

  2. Navigate to the "Detailed Fields" section:

    1. Under Details: 
      1. Set the Project to our example "IT Services (IS)" project.Set the Issue Type to "Service Request" New-Sub-Task"  
    2. Under People:
      1. Keep the Reporter as "Current user"
      2. Keep the Assignee as "Parent issue's assignee"
    3. Under Links:
      1. Set the Create links value to "Parent issue key"
      2. Set the Create link type value to "relates"
      3. Set the Create link direction to "Issue key to new issue"
  3. Navigate to the Comments & Attachments section:
    1. Under Comments:
      1. Add the following new Comment: "This issue was automatically created"
  4. 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

  1. Click on the "Publish Draft" button to publish changes to your workflow and activate
    the Create Issue post function. 
  2. Backing up your workflow ahead of publishing is always a good idea. However, in this case
    we will simply publish without a backup.
  3. Navigate to your Project in Jira.  In our case, we will navigate to the ePub project.
  4. Create a new Issue and then transition to the step where your new Create Issue Sub-task post function 
    is configured. In our case, this is the In Draft step.
  5. Search for new Issues within your project.
  6. 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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