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Info |
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This is the documentation |
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for JSU for Jira Cloud. If you are using JSU on Jira Server/Data Center, |
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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. |
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You have also created |
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subtasks for each team member to work on. |
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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 |
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function |
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and it will copy the document from the parent issue to your team’s |
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subtasks. |
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JSU Components | Copy/Move attachments post function |
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How to configure this workflow
On the left side menu, go to project settings and choose the option Workflows. Then on the right hand side, click the edit button to edit your workflow. In this case, we will configure the post-function on the “in progress” transition. Move to the post-functions tab, click to add post-function and then select the "Copy/Move attachments" post-function from the menu
- Choose the Parent/Sub-task
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/Subtask 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
subtasks.
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
subtasks. 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.
Test your new post function
Go to your issue and create
sub-taskssubtasks for your team members. At this stage, you will need to assign a transition screen to the
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"Status colour Blue title in progress
transition in orderto enable the rule you have configured in your post
-function
"copy/Move attachments added during transition". Configuring screens is a functionality offered by Jira out of the box and here is a quick way of doing it for this case.Turn your parent issue in progress and.
Move your parent issue to
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-tasksStatus colour Blue title in progress subtasks and check your attachments. The document is there, and
nowthe whole team can start working without going back and forth
toon the parent issue.
Note |
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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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This was only a bit sample of JSU in action. Subscribe to our YouTube channel and Access access more JSU use cases.
See also the app documentation for some more examples and configuration screenshots.*The video is created on the Jira Server environment.
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Need more Information information or help? Get in touch!