Description

Using the Create Sub-task workflow post function will allow 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 two steps:

Step 1 - Issue Fields

This configuration screen allows 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 have been grouped into 4 common categories:

1. Basic Fields - includes fields which are most commonly used when creating a new Issue in Jira.
2. Detailed Fields - includes details associated with the Issue, people involved, dates, along with Issue links.
3. Comments & Attachments - how you want to handle comments and specifics associated with attachments.
4. Custom Fields - controls whether to copy custom fields and allows you to define values for new custom fields.

Step 2 - Optional Rules

This configuration screen allows you to define the conditions under which you will create the Issue. The screen also provides additional configuration options, such as JQL input, the acting user, etc.

Example

In this scenario, we will introduce a new Create Issue workflow post function to a transition step within an existing workflow.

Background

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

Steps

Explore Configuration Settings

Now that you've learned about the Create Issue post function and have seen a working example, it's time we explore the configuration settings in greater detail.

Configuration Settings