Creating scrum tasks when the state of Story changes from Draft/Ready to Work in Progress.

vijayender_s · ‎04-14-2025

Hi.

I am trying to create 2 scrum tasks for every story that gets created and moved from Draft/Ready state to Work in Progress State.

Can someone suggest me the best approach and the possible solution.

Shree_G · ‎04-14-2025

Hello @vijayender_s ,

It would be advised to use the flow Designer to achieve this for scalability :

Trigger condition based on "rm_story" table as below:

In Actions Choose : Create Record for "rm_scrum_task" table as below:

Make sure to add below fields to have these tasks populate in the related records of the Story.

1. Parent : Story Record

2. Story : Story Record

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Jaspal Singh · ‎04-14-2025

Hi Vijayender,

You need a BR that runs when state changes to create 2 tasks. Did you try something already? Where are you stuck?

vijayender_s · ‎04-14-2025

Hi Jaspal,

I have actually not tried anything yet. I want to try the best possible way to complete the task. So reached out here for possible solutions.

Does creating BRs automate the process of scrum tasks creation whenever the story state changes?

Jaspal Singh · ‎04-14-2025

Creating BR will not automate things unless you have a logic in place to do something (in your case create task).

Whenver story state changes to Work in Progress from Draft you can have the BR triggered.

Sample BR logic can be looked at link.

Dr Atul G- LNG · ‎04-14-2025

Hi @vijayender_s

I would suggest going the low-code way for this issue. Use the Flow Designer instead of Business Rules (BR). Create a flow on the BR, set the conditions, and as soon as the story changes, the task will be inserted into the story. It’s a low-code solution and easy to implement.

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