Pre-populating summary on Sub-Task

Issue #638 resolved
Scott McDonald created an issue

Hello -

Does your add-on provide the functionality to pre-populate the Summary/new field in a Sub-Task based on the summary in the Task?

Use Case: Create a task to track assets and then create sub-tasks for each responsible party. We would like the summary/new field of each sub-task to have the same value as the summary/new field in it's task.

Comments (6)

  1. Fidel Castro Armario repo owner

    Hi @scottjmcdonald,

    Yes, it can be done. A have a pair of question in order to be able to explain how to do it:

    1. Are the sub-tasks created manually, or are they created automatically using post-function "Create issues and subtasks"?
    2. What do you mean by new field? Do you mean a certain custom field you want to keep also synchronized with parent task?
  2. Scott McDonald reporter

    Hello.

    1. They are being created manually.
    2. By new field, I mean if summary doesn't work then I could create a new field.

    Thank you.

  3. Fidel Castro Armario repo owner

    Do you want to overwrite the Summary entered by the subtask creator, or do you want to add the parent summary as a prefix or suffix or the original subtask summary?

  4. Scott McDonald reporter

    I like them all! For this case, the parent summary would be used as the prefix but in the event we want it as the original, what does that look like as well?

  5. Fidel Castro Armario repo owner

    Hi @scottjmcdonald,

    You can do it inserting "Copy a parsed text to a field" post-function in Create Issue transition of your sub-task's workflow with any of the following configurations:

    1. Overwrite the original summary with the one of parent issue

    • Target field: Summary
    • Parsing mode: basic
    • Text to be parsed: %{00029}

    2. Use the parent's summary as prefix or original sub-task's summary

    • Target field: Summary
    • Parsing mode: basic
    • Text to be parsed: %{00029} - %{00000}

    Note that:

    • %{00000} is field code for Summary.
    • %{00029} is field code for Parent's summary.
    • Post-function "Copy a parsed text to a field" should be added AFTER post-function "Creates the issue originally."
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