How do a set a templated task in response to completed form in the portal?

[Ross Cantor]

I would like to set up a repeatable task with subtasks assigned when someone completes the new employee onboarding request in the portal. Is this possible?

[Stuart Capel - London · Accepted solution]

Hi @Ross Cantor 

Yes absolutely, you can use automation rules to trigger on issue creation, set a condition to work only when your desired request type is used, and an action to create a new issue. Set it to be a subtask, and pre define what you want to be populated.

[Ross Cantor]

thanks @Stuart Capel - London . Is that in the automation setting or workflow? I am having a hard time figuring out where to drop these in. Is there an example you could point me to 

[Stuart Capel - London]

Hi @Ross Cantor 

Automation - https://www.atlassian.com/software/jira/features/automation

It will look something like this:

[Ross Cantor]

@Stuart Capel - London This did the trick! Thank you very much!

[Stuart Capel - London]

Excellent, glad this is what you need.

[Ross Cantor]

@Stuart Capel - London  is there a good way to set up a subtask as dependent or blocked by another subtask via automation?

[Julia Shcherbyna _SaaSJet_]

Hi @Ross Cantor 

I've just written an article Efficient Recruitment business process using Jira and Business Process Manager, you can organize Onboarding process on the same way.

Using add-on BPM developed by my team. It allows creating a process template that includes all issues with right assignee. For each issue, you can create a custom form, need to be submitted.

Also, it can be applied in conjunction with Jira Automation rules to start the process due to the selected trigger.

Moreover, there is an opportunity to create a form as a quiz, if you need to test your employees' knowledge.

If you have any questions, be free to ask me.

Regards

[Vini Bettega]

Hey @Julia Shcherbyna _SaaSJet_ 

Could I have a demo of this tool? I'm trying to create a template after to activate the add-on but it look like its not working.

[Julia Shcherbyna _SaaSJet_]

Hi @Vini Bettega , yes of course! Use this link to send a request to get a demo call:

Request a demo cal

As a product, select: Business Process Manager, and note in summary that you'd like to get a demo call.

Also, here is a tutorial that can be useful to understand better: YouTube video tutorial 

If you have any questions, please write me.