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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. We've streamlined the configuration of this post function by grouping all configuration settings into various tabs for easy access:

  • ISSUE FIELDS - These 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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Isolate the Workflow Transitions (

id

ID) for new Create Issue Post Function

Logged into Jira as a workflow administrator:

  1. Navigate to

Project

  1. Settings → Issues → Workflows.

Under

  1. Click the respective Edit link of the required Scheme, in the Actions

navigation, click Edit

  1. column.

Using the editor in "text" mode, click

  1. Click the link name of the Transitions (

id

  1. ID)

that you will introduce

  1. for which you want to add a Create Issue

Post

  1. post function

against

  1. .

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Add Post Function

  1. Select the Post Functions tab

  2. Click the

"

  1. Add post function

" like (right-hand side of dialog)

  1. link. 

  2. Select the

"

  1. Create Issue

" radio button

  1. post function.

  2. Click the

"

  1. Add

"

  1. button listed below the options.

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Define Issue Fields

Within

  1. Select the

"

  1. Basic Fields

" section

  1. tab:

Keep

    1. Retain the default Summary as "%parent_summary%", so we inherit the same summary as the parent issue.

Set the Description field to

    1. Enter "FYI - ePub workflow initiated"

Navigate to the "Detailed Fields" section

    1. in the Description field.

  2. Select the Detailed Fields tab:

    Within the details: 

Set the Project to our example

    1. Enter/Select "IT Services (IS)" in the Project as our example project.

Set the Issue type to

    1. Select "Service Request"

 

    1. as Issue type

    1. Under People:

Keep the Reporter as

      1. Select "Current user"

Keep the Assignee as

      1. as Reporter

      2. Select "Parent issue's assignee" as Assignee

Navigate to

  1. Select the

"

  1. Links

" section

  1. tab: 

Set the Create link value to

    1. Select "Parent issue key"

Set

    1. as the Create link

type value to

    1.  value

    2. Select "relates"

Set

    1. as the Create link

direction to

    1. type value

    2. Select "Issue key to new issue"

Navigate to

    1. as Create link direction

  2. Select the Comments & Attachments

section

  1. tab:

    1. Under Comments

:Add

    1. , add the

following

    1. new Comment: "This issue was automatically created"

  2. Click the

"

  1. Add

"

  1. button at the bottom of the screen.

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View configuration

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Publish and Validate Post Function

  1. Click the

"

  1. Publish Draft

"

  1. button to publish changes to your workflow and activate the Create Issue post function. 

  2. Navigate to your

Project

  1. project in Jira.

 

  1. In our case, we will navigate to the ePub project.

  2. 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.

  3. Search for new issues within your project. You should see the new issue automatically created with the values you defined in the previous step.

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