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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:

1. Basic Fields - includes fields which are most commonly used when creating a new Issue in Jira.
2. Detailed Fields - includes details associated with the Issue, people involved, dates, along with Issue links.
3. Comments & Attachments - how you want to handle comments and specifics associated with attachments.
4. 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 Removed Image Added Isolate the Workflow Transitions ( id ID) for new Create Issue Sub-task Post Function Logged 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 Click the respective Edit link of the required Scheme, in the Actions column. Click the link name of the Transitions ( id ID) that you will introduce a Create Issue Post function against. Image Removed Image Removed for which you want to add a Create Sub-task post function. Image Added Image Added Add Post Function Select the Post Functions tab. Click on the " Add post function " like (right-hand side of dialog).  link. Select the "Create Issue" radio button Create Sub-task post function. Click the " Add " button listed blow below the options. Image Removed Image Added Image Removed Image Added Define Issue Fields Within Select the " Basic Fields " section tab: Keep Retain the default Summary as "%parent_summary%", so we inherit the same summary as the parent issue. Set the Description field to Enter "FYI - ePub sub-task workflow initiated" Navigate to the "Detailed Fields" section: Under Details:  Set the Issue Type to "New-Sub-Task"   in the Description field. Select the Detailed Fields tab: Within the details: Select "Sub-task" as Issue type Under People: Keep the Reporter as Select "Current user" Keep the Assignee as as Reporter. Select "Parent issue's assignee" as Assignee. Under Select the Links tab: Set the Create links value to   Select "Parent issue key" Set as the Create link type value to  value. Select "relates" Set as the Create link direction to type value. Select "Issue key to new issue" as Create link direction. Click on the " Add " button at the bottom of the screen. Image Removed Image Added View configuration Image Removed Image Added Image Removed Image Added Publish and Validate Post Function Click on the " Publish Draft " button to publish changes to your workflow and activate the Create Issue Sub-task post function.  Backing  Backing up your workflow ahead of publishing is always a good idea. However, in this case we will , simply publish without a backup. Navigate to your Project project in Jira.   In our this case, we will navigate to the ePub project. Create a new Issue issue and then transition to the step where your new Create Sub-task post function  is function is configured. In our this case, this is the In Draft step. Search for new Issues sub-tasks within your project. You should see the new Issue sub-task automatically created with the values you defined in the previous step.	Image Removed

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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