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Automatically fill in two fields

André Felipe Rodrigues Lopes
Contributor
July 8, 2024

Hi everyone

 

When I create new issue types from an epic I want two fields to have their values ​​copied to these daughter issues when they are created, one field is native to Jira and the other is a custom field, how could I do this? Here is my automation and how I was trying to do it

Captura de tela 2024-07-08 164006.png

1 answer

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2 votes
Answer accepted
Trudy Claspill
Community Champion
July 8, 2024

Hello @André Felipe Rodrigues Lopes 

Do I understand correctly that you want this action to occur when the daughter issue is created?

If so, then your rule structure is incorrect.

The triggering issue will be the child issue, so use of the For Each Children branch is incorrect.

What you need is a rule like this:

Screenshot 2024-07-08 at 1.16.03 PM.png

1. Rule is triggered when a new issue is created.

2. Confirm that the newly created issue is of an Issue Type that could be a child of an Epic.

Screenshot 2024-07-08 at 1.17.55 PM.png

3. Confirm that the newly created issue has actually been made a child of an Epic by checking if a Parent exists for it.

Screenshot 2024-07-08 at 1.18.53 PM.png

4. Use an Edit Issue action to update the newly created issue. You can update multiple fields in a single Edit Issue action.

You would select the fields you want to update from the field list.

Screenshot 2024-07-08 at 1.20.35 PM.png

After selecting the fields, click the ... button to the right of the field and select COPY.

Screenshot 2024-07-08 at 1.21.26 PM.png

That will pre-populate the field with some text. Click directly on that text.

Screenshot 2024-07-08 at 1.22.40 PM.png

That will show you a pop up where you can choose the issue you want to copy from, and the field in that issue you want to copy from.

Screenshot 2024-07-08 at 1.23.42 PM.png

Pull down the "Issue to copy value from" field and choose either Epic or Parent. Then you can close the pop-up and do the same for the second field.

Screenshot 2024-07-08 at 1.24.42 PM.png

André Felipe Rodrigues Lopes
Contributor
July 29, 2024

thank you @Trudy Claspill 

Like Trudy Claspill likes this

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