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Description

Using the Create Issue workflow post function allows you to create one or more issues when the post function is processed after a workflow transition step. The configuration of this post function is streamlined by grouping all configuration settings into various tabs for easy access:

• 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.

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Example

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

Background

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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 issue 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 issue creation based on the above scenario. 

Steps

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Image Modified Isolate the Workflow Transitions (id) for new Create Issue Post Function Logged into Jira as a workflow administrator: Navigate to Settings → Issues → 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 Issue post function. Image RemovedImage Added Image Modified Add Post Function Select the Post Functions tab Click the Add post function link on the top right corner of dialog.  Select the Create Issue radio button. Click the Add button listed below the options. Image RemovedImage Added 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 workflow initiated" in the Description field. Select the Detailed Fields tab: Within the details:  Enter/Select "IT Services (IS)" in the Project as our example project. Select "Service Request" 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 Select the Comments & Attachments tab: Under Comments, add the new Comment: "This issue was automatically created" Click the Add button at the bottom of the screen. Image RemovedImage Added View configuration Publish and Validate Post Function Click the Publish Draft button to publish changes to your workflow and activate the Create Issue post function.  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 Issue 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. Image RemovedImage Added