How to set custom field values of parent issue in Summary field of a subtask using Create on Transition
Overview
This article explains how to set the custom field values of a parent issue in the Summary field of a subtask during the transition using the Create on Transition app.
Instructions
Perform the following:
- Log into Jira system as a Jira Administrator and click > Issues > Fields (under Custom fields).
- Navigate to the intended custom field and click > Configure. You can see the custom field ID in the address bar as shown in the following screen:
- Take a note of the custom field IDs and navigate to the workflow associated with the project.
- Edit the respective workflow as required.
- Select a transition that has the post function with the custom field values.
- Click the Post Functions tab.
- Click the pencil icon to edit the post function.
- In Create on Transition for Jira – Create Subtask(s), click Custom Fields in the left sidebar.
- To copy the parent issue custom field to the summary of the subtask, mention the parent custom field as %parent_customfield_id% in the summary of the post function.
- Click Update to update the set values. The newly created post function is added to the list of post functions.
- Publish the workflow before executing the transition. You see the custom field value set as required in the summary in the new subtask.
It is recommended to test this scenario in a test environment before implementing the same in the production.