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Step 1 - cloning option

In the More menu in any Epics you can find option Clone template.

Tip

Clone template option is available in Epic issues only.


If you click on Clone template option, system dispalys form where issues details can be edited before cloning like on in picture below. 


Step 2 - new Epic details

In first section Epic details can be edited before being cloned.


Field nameDescription

New Project

By default the target project is the same as in cloned Epic. Target project could be change for any project accessible for logged user.

New Epic Name

In that field a new Epic Name can be entered.

The field can't be empty - this is mandatory to clone issue.

New Epic Summary

In that field a new Summary can be entered.

The field can't be empty - this is mandatory to clone issue.

New Epic Assignee

In that field a new Assignee can be selected.

Up to JIRA set up, the field can be mandatory or optional. 

New Epic Due Date

New Due Date for new Epic can be chosen.

If your workflow doesn't require this field, it can be empty.

New Fix Version/s

New Fix Version/s for new Epic can be chosen.

If your workflow doesn't require this field, it can be empty.

New Epic Description

Description can be entered. To edit this field, click on option.

Step 3 - clone components

Next section is Clone components. User may make decision which issues' components must be cloned. 

Sub-tasks

If Sub-tasks option is ticked, all sub-tasks in Epic and in linked issues will be shown.


Description

You can choose which sub-tasks in Epic template you would like to clone. You can change values of specified fields.

The possibility to hide/show all sub-tasks.

Warning

Remember that all selected sub-tasks will be cloned no matter if they are hidden or not!

You can choose which sub-tasks in linked issues template you would like to clone.

You can change values of all fields – Additional fields.

Attachments

If Attachments option is ticked, all attachments in Epic, linked issues and sub-tasks (if selected) are cloned.

Watchers

If Watchers option is ticked, watchers of Epic, linked issues and sub-tasks (if selected) are cloned.

Comments

If Comments option is ticked, comments from Epic, linked issues and sub-tasks (if selected) are cloned.

If Issue Links option is ticked, issue links within cloned issues are also cloned.

Step 4 - cloning strategy

In section Epic linked issues, clone strategy can be chosen. There are two strategies available:

StrategyDescription
Linked issues cloned to the project where Linked issues already exist

Choose this strategy if linked issues should be created in the same project where template issues exist.

Use this stategy:

  1. If cloned epic and issues should be created in the same projects where template issues exist.
  2. If cloned Epic should be created in different project and linked issues should be created in the same project where template issues exist.

Take a look at the picture below - you may see the result if one select this strategy.

Linked issues cloned to the same project as Epic task

Choose this strategy if all linked issues should be created in the target project as was selected for New Epic.

Use this stategy:

  1. If you want to clone all issues (epic + linked issues) to one project even if templates issues are in various projects.
  2. If you want to clone linked issues to the same project where new epic will be created.

Take a look at the picture below - you may see the result if one select this strategy.


Step 5 - linked issues

You can decide if you want to clone all linked issue or only a few. On the left-hand side, tick all you want to clone.

Warning

Remember that if sub-tasks are hidden via  button, selecting/unselecting all issues via top checkbox will not affect them.


Step 6 - Editing

Fields selection

Before cloning, you can change issues values. You can change or remove existing values for all fields visible on the linked issues list.

Warning

Please keep in mind that if you change values in the table, source template issues will be not changed.

You can select values visible in linked issues grid table. To add values to the list, please select proper custom fields in Additional fields editbox.

Tip

For strategy Linked issues cloned to the project where Linked issues already exist, issue type can't be modified.

For strategy Linked issues cloned to the same project as Epic task, issue type can be changed.

Single edit

To change the value, just click on field you want to change and enter new value. 

Bulk edit (replacement)

If you want to provide the same value to all linked issues, you can use bulk edit option available for any fields.

To do it - just click on  pen-icone, enter the value/values and click on the "Apply to all" button.


As a result, provided value/values are filled in all linked issues. 

Warning

Remember that if sub-tasks are hidden via button, bulk edit will not affect them.

Step 7- Cloning

If epic and linked issues are ready for being cloned, just click on  button and new Epic with selected issues will be created.