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Scenario

When you are transitioning an epic, there can be a scenario where you want to create a new epic in the same project with all the epic issues copied from the original epic. Create Issue post function provides a way of accomplishing this scenario instead of adding issues individually to the newly created epic.

Steps

Consider an epic with three issues from an example project:

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Step 1

As a Jira Administrator or Workflow Administrator:

  1. Navigate to the intended workflow.
  2. Edit your ePub workflow to create a draft version. (Transition To Do → In progress is considered in this scenario.)
  3. Select the Post Functions tab.
  4. Add a Create Issue (Bob Swift) post function.


Step 2

Within the Issue Fields screen:

  1. Select the Detailed Fields tab.
  2. Select the following from the respective list of available options:
    • Project - "Original project"
    • Issue type - "Epic"
    • Copy issues in epic - Turn On
  3. Click Add to save your changes.



Step 3

Publish your workflow. It is always recommend to save a backup
of the previous workflow when prompted.



Step 4

  1. Navigate to the epic from the example project.
  2. Transition the epic from To Do to In progress.
    You notice that the newly created epic contains all the issues created in the Issues in Epic section (similar to the issues in the original project).



Info

If you want create a new epic in a different project with all the original epic issues copied to the newly created epic, modify step 2 to the following:

In the Detailed Fields tab:

  • Project - "[IP] iPhone project" (Example project different from the original)
  • Issue type - "Epic"
  • Copy issues in epic - Turn On

These settings result in the following output in step 4:

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Note that the issues highlighted here are similar to the source epic issues and are now a part of the target project.