Description

Using the Create Subtask workflow post function will allow you to create one or more subtasks 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 subtask 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 subtask in Jira.
  • Detailed Fields - includes details associated with the subtask, people involved, and dates.
  • Links - includes details of subtask 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 subtask(s). Optional Rules are grouped into the following category:
  • Conditions & Configuration - Define one or more conditions for when to create the subtasks(s), use JQL to define substitution variables to be used to populate other fields, as well as set the acting user for the subtask creation. 
• HELP - Provides quick links to additional documentation 

Example

This scenario introduces a new Create Subtask workflow post function to a transition step within an existing workflow.

Background

Our scenario uses an example ePub workflow that helps teams coordinate the publication of electronic books. While transitioning from the "Open" to "In Draft" steps, let us create a new subtask within a specific IT Services project in our Jira instance. This creates a subtask issue in the backlog of our Digital Publication team, so their manager can begin to forecast and assign resources. 

Steps

Configuration Settings