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JSU for Jira Server/Data Center documentation. If you are using JSU on Jira Cloud, see our JSU Cloud documentation. |
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The 'Create a Linked Issue' feature is available from JSU 2.0
Description
This post function will create creates a new issue. The new issue will be , linked to the origin issue (the one , which triggered the 'Create a Linked Issue' that triggers the post function). Any number of fields can be copied to the new issue and within the origin issue.
See the Testing and Fixing Bugs use case for an example of how several some of our customers are using this post function. The video on that page shows you the following sample configuration in action.
Configuration
Create Linked Issue is a very powerful post function. It has several sections for its configuration. See also further down.
Precondition
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The configuration then has several sections, as described in the following sections:
Function Execution Control
Here the idea is, that you have a use this post function.
Configuration
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Function Execution Control
Precondition
If you are using preconditions with a JSU post function, you can use the following options to define how the precondition is evaluated:
Ignore precondition (default): Every precondition is ignored which means that the post function will always be performed
True: Precondition must be true to execute a post function
False: Precondition must be false to execute a post function
Learn more about preconditions in Workflow Preconditions.
Custom Field that enables linked issue creation
Select the custom field that enables the creation of the linked issue. For example, you have a ‘Create bug?’ checkbox custom field on the transition screen, so the user can control some of the functionality.For example a checkbox 'Create Bug?' might be configured as 'Custom Field that enables linked issue creation'. Only if it is ticked, a new issue will be created. If you set this field for this option, the issue will only be created if this checkbox is selected on the transition screen.
Typically this checkbox custom fields field won't appear in on the normal screen of the issue. Also at the end you might You can later set them back to the original (default) value (see Copy within the Origin Issue).
Copy or Move Attachments added during the Transition
Instead of letting the allowing a user to choose to copy /or move the attachments, you can also configure it to either never /or always copy them.
Tip: You might choose 'Move Attachments added during Transition'. The user then adds some attachments If you select the Move option, it will appear that attachments added on the transition screen of the origin issue . However since they are moved to the newly created issue, it feels as if he added the attachments were added directly to the new issue.
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If you use 'Move Attachments added during Transition' it is important that the 'Create Linked Issue' Post-Function is before JIRA Post-Function 'Update change history for an issue and store the issue in the database'! |
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Due to a Bug in Jira JRASERVER-65939, 'Copy or Move Attachments' functionality, which is added through a Transition Screen, does not work in Jira 7.5.x & 7.6.0. If you require this functionality, please upgrade to minimum Jira Version 7.6.1!
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Mandatory Values for the
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New Issue
Here you must configure some always the mandatory fields for an issue. Be aware that your Jira configuration might have additional required fields (; you should set them with Copy from the Origin Issue to the New Issue.
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The Summary will always be copied from the origin issue to the new issue. The reporter of the new issue will always be set to the user who triggered the current transition (and thus therefore this post function). However, you might could overwrite them again later with Copy from the Origin Issue to the New Issue
Target Project
Target Project You can be set the target project to:
Inside same project
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: A new issue will be created in this same project
Project variables
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: If you use the workflow with the 'Create a Linked Issue' post function in several
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Jira projects, you might choose 'Project variables'. You then can configure in each of those Jira
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projects a different target project for the newly created issues.
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See Project Variables to learn more.
The format
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of the project variables is
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Code Block createLinkedIssueTargetProjectKey.<Workflow Name>.<Workflow Transition Nummer>=<Projekt Key>
Workflow Name and Workflow Transition Number are optional.
Example
From project A, you might create new linked issues in project X. But from project B, you might create new linked issues in project Y. But both use the same workflow.
Project Variable in project A: createLinkedIssueTargetProjectKey=X
Project Variable in project B: createLinkedIssueTargetProjectKey=Y
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The new issue will be created with the same user
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who triggered the transition on the origin issue. If that user does not have the necessary permissions in the target project
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they will
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encounter an error.
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Similarly, if some validators prevent the creation of the new issue.
Selected Project
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A new issue will be created in the selected project
Defined by custom field selectionAnchor target-project-by-cf target-project-by-cf
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A new issue will be created in a project
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defined in the selected custom field.
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Available fields of types: single select, radio buttons, project pickers
Example
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You can create a field "Destination Project" with several different values which will represent the project key (only capital letters) or project name (capital and small letters are supported).
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Create
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New Issue as User
If you don't specify anything heredo not specify a user, the create operation will be performed under the same user , who triggered this post function on the origin issue. Thus that That user must have the necessary permissions to create the new issue. However, in In some restrictive setups that , the user might not be allowed to create new issues in the target project. He ; they might not even see the target project!.
With 'Create new New Issue as User' you can specify a different user account that owns the necessary permissions. Usually, this user account is assumed to be only technical, with broad permissions, but not used to log into Jira by in life personsfor normal activity.
This Issue will be related via
Since JSU 2.1.0 the 12682147 The Create a Linked Issue post function allows you the create new issues , which that are connected not only with an issue link , but instead also in a parent / sub-tasksubtask, as well as epic / issue in epic relation.
See Related Issues for more explanation on this topic (especially for creating sub-tasks)details.
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Issue type can be set to:
Selected issue type
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: A new issue type will have a particular issue type.
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The issue type you configure here must be available in the target project.
Defined by custom field selection
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: Similar to Target Project, an issue type can be defined by the value selected by the user in a dedicated custom field.
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The issue type you provide in this custom field must be available in the target project.
The user will be able to A user can select which issue type should be created.
As a Jira administrator, you also have to must create this custom field (in the sample screenshots: , for example, Destination Issue Type). Take care of correct . Carefully note the values of this custom field. These values have to match with the issue types available in the target project.
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Configure
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fields
With JSU’s Create Linked Issue post function, you can define configurations in order to modify fields on the origin and new issue, only available for Create Linked Issue Post function.
Definition of
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terms for the
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This chapter provides you with definitions of the basic terms in Configure Fields.
configure fields objects
Origin issue: Issue that triggered the post function
New issue: Issue to be created by the post function
whichthat was triggered on the origin issue
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Choose your
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field configuration
Click the "Add Configuration" button and insert select the operation you want to execute. The following operations are available:
Organizing
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operations
You can configure any number of configurations. They are executed sequentially. You can rearrange the configurations by dragging in the line using the handle on the left.
You can also disable a configuration by unchecking the enabled flag next to the delete Delete button. Your operation will remain on your configuration but will be ignored.
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Example
Let's say you are a Hiring Manager and you are onboarding a new Marketing Assistant.
Your tasks to complete the onboarding would then include include:
Create new contract
Order new computer
First, you create your origin issue which you’ll call Hiring a Marketing Assistant. Instead Instead of manually creating linked issues and copying/setting field values, JSU’s JSU’s New Set of Operations can help automate these tasks.
On adding the "Create Linked Issue" post-function to the "In progress" transition, configure the fields you prefer with the help of the three New JSU operations:
Copy a field value from the origin issue to a new linked issue
Copy the value from one field to another field within the origin issue, and
Set the value of a field in a new linked issue
First, you can copy a field from the origin to the new issue. Let's copy the assignee of the task to the assignee of the sub-task. Thensubtask. Then, you can copy a value from a field of the origin issue to another field of the origin issue. We'll try it by copying the summary to the description and prepending it with a dash. Configure Configure the last operation by setting a value for the summary of the new issue. We'll set it to "Create contract"
When you are done with have completed your configuration, add your post functionclick Add at the bottom of the page. You can do the same for as many sub-tasks as you want to have automatically created. Finally, publish your workflow and go back to your issue. Put it Move the issue to
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Position of the
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post function
‘Create’ transition
If you use this post function in the create transition (transition leading to Status "Open"), but you have to make sure to position the post function after "Creates the issue originally" and before "Re‘Create’ transition, position it after Jira’s ‘Creates the issue originally’ post function and before ‘Re-index an issue to keep indexes in sync with database.". As the create transition behaves differently than other transitions, the copying and/or moving attachment and copy field within same issue functionalities are not available in this case.In any case, if the database.’
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You can’t use Copy and/or move attachments added during Transition or Copy field within the same issue featuresfor the ‘Create’ transition. |
Any other transition (not 'Create)
If you use 'Move Attachment ' (see below) added during Transition' you must position the post function before 'Update change history for an issue and store the issue in the database.'
You can add this post function several times in one transition.
Example
See the Use Case Testing and Fixing Bugs for a nice an example , of how several some of our customers use it. The video on that page shows you the following sample configuration in action.
Supported
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field types
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