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Use Case
Several teams use the ePub workflow
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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
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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 RemovedidID) 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 (
| idID) for 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 the Add post function link
| on the top right corner of dialog. Select the Create Sub-task
| radio buttonpost function. Click the Add button listed below the options.
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| Image Added | Define Issue FieldsSelect 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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| Image Added | Publish and Validate Post FunctionClick 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 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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