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Description

Using the Create Sub-task workflow post function allows you to create one or more sub-tasks when the post function is processed after a workflow transition step. The configuration of this post function is streamlined by grouping all configuration settings into various tabs for easy access:

• ISSUE FIELDS - Allow you to define the contents of one or more fields when an sub-task 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 sub-task in Jira.
  • Detailed Fields - includes details associated with the sub-task, people involved, and dates.
  • Links - includes details of sub-task 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 sub-task(s). Optional Rules are grouped into the following category:
  • Conditions & Configuration - Define one or more conditions for when to create the sub-tasks(s), use JQL to define substitution variables to be used to populate other fields, as well as set the acting user for the sub-task creation. 
• HELP - Provides quick links to additional documentation 

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Example

This scenario introduces a new Create Sub-task 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 Sub-task Post Function Logged into Jira as a workflow administrator: Navigate to to Project Settings → Workflows. Click the respective Edit link of the required Scheme, in the Actions column. Click the link name of the Transitions ( id ID) for which you want to add a ' Create Sub-task ' post function. Image Removed Image Added Image Removed Image Added Add Post Function Select the Post Functions tab. Click the Add post function link on the top right corner of dialog .   Select the Create Sub-task radio button post function. Click the Add button listed below the options. Image Removed Image Added Image Removed Image Added Define Issue Fields Select 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. Navigate to 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. Navigate to 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. Image Removed Image Added View configuration Image Removed Image Added Image Removed Image Added Publish and Validate Post Function Click 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 our 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 our 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. Image Removed Image Added

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