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 Avoid manual creation of repeated issue fields across linked issues

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1. Navigate to the Diagram workflow view in your project (Project settings → Workflows → Edit pencil icon (under Actions) → Diagram) 
   
   
   

2. We will perform our automation on the 

   Status
   title in progress

    transition, so when the task moves to in progress, two sub-tasks will automatically be created!
   Click on the arrow that points inwards to the In Progress status to show the transition rule menu. Select Post Functions from the list which opens a new tab.
   
   

3. On the Post Functions tab, select Add post function.
   

   

4. Select the Create A Linked Issue (JSU)post function and then click Addat the bottom of the page.
   

   

5. Now let's configure your first post function:
   - You want your automation to be perform inside the same project, so you keep theTarget Project setting as Inside same project.
   - You want your new issue to be related via Sub-Task, so in the The new issue will be related via option, select Sub-Task.
   

   

6. Now that we got some basic configurations out of the way, it's time for a little magic!  Let's configure the values of different fields by selecting Add configurationat the bottom of the post function configuration page.
   In this case, we want to copy a field value from the original issue (our task) to the new issue (a new sub-task). Select Addfor the Copy to New operation.
   
   
   

7. In the newly added Copy to New configuration, let's copy the Assignee of the task to the Assignee of the sub-task. 

8. Next, we want to copy the value from one field to another field within the origin issue. We once again select Add configuration.
   

   

9. We want to copy the summary field of the origin issue to the description field of the origin issue, while prepending it with a dash. We select Add for the Copy within Origin operation.
   

   

10. In our second configuration, let's copy the Summary to Description. Select prepend and manually type in a dash symbol -.
    Congratulations! You've created your second configuration.

11. We are going to configure the last operation by setting a value for the summary of the new sub-task. Once again, we select Add configuration.
    

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12. Since we want to set the value for the summary of the new sub-task, we select Add for the Set operation.
    
    
    

13. In our third configuration, we set Create contract to Summary. After completing your third configuration, click Add to add the post function to your workflow. 
    

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14. On the Post Functions summary screen, selectAdd post function.
    
    
    

15. Follow Steps 4 - 11 to create another sub-task for ordering a PC.  In this case, set the summary of your new sub-task "order PC"
    After finalizing, click Addto add the post function to your workflow. 
    

    

16. Voila! We have now added all of our post functions! 
    

    

17. Publish your workflow, then let's see our setup in action.

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This was just one example of automating linked issues and field creation. Regardless of your needs, JSU's "Create A Linked Issue" post function and its operations can help you:

• copy a field value from the origin issue to a new linked issue,

• copy the value from one field to another field within the origin issue, and

• set the value of a field in a new linked issue.
  

Need more information or help? Get in touch!