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This is the documentation of JSU for Jira Cloud. If you are using JSU on Jira Server/Data Center, see the Server/Data Center documentation. |
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Goal | Save your team’s time and effort by automatically copying attachments to all of an issue’s subtasks |
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Scenario | Imagine you are a Manager and your team was assigned a creative project. You have prepared a Creative Document containing details of the project and have uploaded this in a Jira issue. You have also created sub-tasks for each team member to work on. To ensure that all team members are aware of the details of the project, you would like to attach this Creative Document in all sub-tasks |
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. All you need to do is configure the JSU Copy/Move attachments post function and it will copy the document from the parent issue to your team’s sub-tasks. | |
JSU Components | Copy/Move attachments post function |
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How to configure this workflow
In your project’s left side menu in Jira, select Project Settings and then select Workflows.
Select the Edit button to open a draft of the workflow.
Click Text view, then select the “in progress” Create a draft of your project workflow. If you're unsure how to get to this page, follow the onboarding steps in Edit a Jira Workflow. You can then view your workflow in Text or Diagram mode. The steps in this use case represent Text mode. If you haven't already, switch the workflow viewer to Text mode.
Select the
transition.Status colour Blue title in progress Select the Post Functions tab, then click Add Post Function.
Select the Copy/Move attachments (JSU) post function then click Add at the bottom of the page.
Configure the post function:
Choose the Parent/Sub-task issue relation since you want the post function to perform when the parent issue is transitioned and for the attachments to be copied to the sub-tasks.
Select the Always copy attachments option from the drop-down menu so that all the attachments you will add during the transition on the transition screen are copied through to the sub-tasks. You have the option to select a field of your parent issue to have a value, for the attachments to be copied to the sub-tasks. If you use this option, the attachments added on the transition screen will only be copied to the sub-tasks if that field has a value.
Follow the same steps if you want the attachments that existed in your parent issue before the transition started to be copied through as well.
Click Add.
Publish your workflow.
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Go to your issue and create sub-tasks subtasks for your team members. At this stage, you will need to assign a transition screen to the "In Progress"
transition to enable the rule you have configured in your post function.Status colour Blue title in progress Move your parent issue to "In Progress" and
then upload the creative document on the transition screen you created. Refresh the screen and see what you have achieved with JSU! Open your sub-tasks subtasks and check your attachments. The document is there, and now the whole team can start working without going back and forth to on the parent issue.Status colour Blue title in progress
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Attention! Make sure you edit the project's attachment permissions to be able to copy/move attachments. |
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How-to video
Watch this video to see all of this in action*:
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