Copy epic and its issues using the Create Issue post function

Copy epic and its issues using the Create Issue post function

Scenario

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

This tutorial explains two scenarios:

A. Copy epic and its issues to a newly created issue within the same project

B. Copy epic and its issues to a newly created issue in a different project

Steps

Consider an epic with three issues from an example project:

Scenario A - Copy epic and its issues to a newly created issue within the same project

Perform the following steps to copy epic and its issues to a newly created issue within the same project:

Step 1

As a Jira Administrator or Workflow Administrator:

  1. Navigate to the intended workflow.

  2. Edit your 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).

Scenario B - Copy epic and its issues to a newly created issue in a different project

For this scenario, follow the same steps as Scenario A and replace step 2 with:

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:

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

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