Getting started with customization

On this page:

Overview

This page provides an example of how to create a customized clone operation. Only the Jira Administrators can create a customized clone operation. You can create a customized clone operation using the Configuration user interface. It is recommended to do customizing in a test environment before moving to production.

You can customize the default clone plus operations or create a new customized clone operation. It is recommended to do simple customization on the default clone plus operations to set fieldExcludes and leave all other customization to the new customized clone operation.

In your environment, there are likely a bunch of custom fields that should not be copied when cloning issues. It is easy to exclude them by adding a global fieldExcludes line in your clone-plus.properties. This can be extended or overridden on a specific custom clone operation if necessary.

Start by doing a simple customization following the steps and one of the examples on this page. Once you are comfortable with the process, you can look at the detailed documentation for all the customization possibilities: Clone properties

Steps

 

Steps

Details

Examples

 

Steps

Details

Examples

1

Select a number from 1 to 8 to uniquely identify the customization to be used.

 

 

2

Decide whether you need a base clone or extended clone custom clone operation.

  • The base clone operations retain the project and issue type of the original issue. You can customize up to 8 of these through properties.

  • The extended clone operations allows you to change the project or issue type. You can customize up to 8 of these through properties.

 

3

Enable the module corresponding to your selection from steps 1 and 2.

For more details, see the Enable and disable clone operations page.

 

4

If you doing the customization for the first time, create a clone-plus.properties file in the Jira home directory

If you have already done the customization earlier, the file must be available in the directory.

  • Copy the clone-plus.properties example file.
    or

  • Create a new property file and copy the sections you need from the example.

 

5

The property file works based on named entries that start with a prefix.

The prefix corresponds to the selection of number and type from steps 1 and 2.

  • Use prefix 1. for customization number 1 using the base clone plus operation (not allowed to change the project).

  • Use prefix 2.plus for customization number 2 using the extended clone plus operation (that allows to change the project).

6

Set the required name of the clone operations.

 

  • 1.label = Clone

  • 2.plus.label = Clone to requirements

7

Set the condition that determines whether or not the clone operation is valid for a specific issue.

If no condition is set, the operation will not show up for any issue.

Tip: For testing, limit the clone operation to a test project until you are happy with the rest of the customization

  • Valid for all issues: 1.condition.*.*.*.* = true

  • Valid only for project XYZ: 2.plus.condition.XYZ.*.*.* = true

  • Valid only for project XYZ bugs: 3.condition.XYZ.1.*.* = true

8

Add other condition elements.

 

  • Valid only for developers and administrators:

    3.role.* = developers, administrators

9

Test the clone operation.

 

 

10

If required ddd other properties to match your requirements.

See Clone properties for all the customization points.

 

11

Test the clone operation.

 

 

Example

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