Automatically create Epics/Stories and Tasks when a new project created

[Arun Unnikrishnan]

I am looking for an automation that would help me to achieve the below. 

Whenever a new project is created with project category = ABC is created, I would like to create a Epic, a Story under the Epic and few sub-task under the story. Is this something that can be done using the automation. 

I see the trigger When Project Created in automations but no idea how to build to further to achieve the above. 

Thanks in advance

[John Funk · Accepted solution]

Hi Arun,

Use that trigger and then add a Condition for Category = ABC

Then add an action for Create Issue and select the fields you want populated and supply values. Be sure to use Epic as your Issue Type.

Then add a Branch for most recently created issue.

Under the Branch add an action for Create Issue. Use Story as the Issue Type. Add any other fields as desired. Also add the Parent field and use {{triggerIssue.key}}

[Arun Unnikrishnan]

Thanks for the prompt response @John Funk  Appreciate it. 

What do you mean by 

Use that trigger and then add a Condition for Category = ABC

I couldn't find anything related to Project category in the issue Field Condition. 

I was trying this one but it didn't work for me. I create a new Company Managed Scrum project and Share settings from an existing project so that the project category is set upon creation of the project. 

[John Funk]

Try using {{project.projectCategegory.name}} equals ABC 

[Arun Unnikrishnan]

I tried it @John Funk  but it doesn't work. 

[John Funk]

I use it in automation rules myself and it works. What is not working about it? What happens when you run the rule? Can you share the details of the audit log? 

[Arun Unnikrishnan]

It's working now @John Funk 

The smart value you shared had typo.