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Description
Using the Create Sub-task 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 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 4 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, along with Issue links.
- 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.
Step 2 - Optional Rules
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
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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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Image Removedid Issue Sub-task Post FunctionLogged into Jira as a workflow administrator: Navigate
| to to Project Settings → Workflows.
| Under the Actions navigation, click on Edit.Using the editor in "text" mode, click on the Click the respective Edit link of the required Scheme, in the Actions column. Click the link name of the Transitions (
| id that you will introducea Create Issue Post function against.Image Removed Image Removedfor which you want to add a Create Sub-task post function.
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| Image Added | Add Post FunctionSelect the Post Functions tab. Click
| on "" like (right-hand side of dialog). "Create Issue" radio button Create Sub-task post function. Click the
| "" blow Image RemovedImage Added | Image Removed
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| Image Added | Define Issue Fields | Within "" sectionKeep Retain the default Summary as "%parent_summary%", so we inherit the same summary
| Set the Description field to Enter "FYI - ePub sub-task workflow initiated"
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Navigate to the "Detailed Fields" section: Under Details: Set the Project to our example "IT Services (IS)" project.Set the Issue Type to "Service Request" in the Description field.
Select the Detailed Fields tab: Within the details: Select "Sub-task" as Issue type Under People:
| Keep the Reporter as Keep the Assignee as as Reporter. Select "Parent issue's assignee" as Assignee.
| Under Set the Create links value to Select "Parent issue key"
| Set type value to Set direction to type value. Select "Issue key to new issue"
| Navigate to the Comments & Attachments section:- Under Comments:
- Add the following new Comment: "This issue was automatically created"
Click on the "Add" as Create link direction.
Click the Add button at the bottom of the screen.
| Image RemovedImage Added View configuration | Image RemovedImage Added | Image Removed
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| Image Added | Publish and Validate Post FunctionClick
| on "" button to publish changes to your workflow and activate
| Issue post function. 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 our we will navigate to the ePub project. Create a new
| Issue issue and then transition to the step where your new Create
| Issue post function is Sub-task post function is configured. In
| our this case, this is the In Draft step. Search for new
| Issues sub-tasks within your project.
| Issue sub-task automatically created with the values you defined in the previous step.
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Explore Configuration Settings
Now that you've learned about the Create Issue post function and have seen a working example, it's time we explore the configuration settings in greater detail.
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