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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) for new Create Issue Post Function

Logged into Jira as a workflow administrator:

  1. Navigate to Settings → Issues → Workflows.

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

  3. Click the link name of the Transitions (ID) for which you want to add a Create Issue post function.

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Add Post Function

  1. Select the Post Functions tab

  2. Click the Add post function link. 

  3. Select the Create Issue post function.

  4. Click the Add button listed below the options.

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Define Issue Fields

  1. Select the Basic Fields tab:

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

    2. Enter "FYI - ePub workflow initiated" in the Description field.

  2. Select the Detailed Fields tab:

    Within the details: 

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

    2. Select "Service Request" as Issue type

    1. Under People:

      1. Select "Current user" as Reporter

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

  3. Select the Links tab: 

    1. Select "Parent issue key" as the Create link value

    2. Select "relates" as the Create link type value

    3. Select "Issue key to new issue" as Create link direction

  4. Select the Comments & Attachments tab:

    1. Under Comments, add the new Comment: "This issue was automatically created"

  5. Click the Add 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 Publish Draft button to publish changes to your workflow and activate the Create Issue post function. 

  2. Navigate to your project in Jira. In our case, we will navigate to the ePub project.

  3. 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.

  4. 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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