Automation that clones an epic with all its stories and tasks

Michelle Rose
Contributor
July 12, 2023

I am trying to create an automation that clones an epic and all the stories under the epic, AND all the sub-tasks underneath the stories... is that possible to have all in one automation?

This is the automation so far. Cloning the epic and stories works, it's the sub-tasks part I need help with.

 

DNA automation.png

5 answers

2 votes
Trudy Claspill
Community Leader
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July 12, 2023

Hello @Michelle Rose 

There are several posts on that topic in the communities. Have you searched for and reviewed those?

Here is one such that has an accepted Answer:

https://community.atlassian.com/t5/Marketplace-Apps-Integrations/Automation-for-Jira-Clone-Epic-Story-and-Sub-tasks/qaq-p/1719652

And here is an article from an Atlassian Team Member:

https://community.atlassian.com/t5/Jira-articles/Clone-Epic-Stories-and-Subtasks-tree-with-Jira-Automation/ba-p/2316387

1 vote
Syed Majid Hassan -Exalate-
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July 29, 2023

HI,

This is Majid @ Exalate. 

There are two high level approaches to solving this problem i.e. automation rules or an integration app such as Exalate. Both approaches have their pros and cons, but with an integration app you can do much much more than just copy these Epics over. All depends on what you need. 

Hope it helps. 

Thanks

Majid

0 votes
Luka Hummel - codefortynine
Atlassian Partner
July 14, 2023

Hi @Michelle Rose

 

If you are willing to use a third-party app, our Deep Clone for Jira is able to clone whole hierarchies including Initiatives, Epics, Task, and Subtasks.

The app is highly configurable, and you can even set your field values dynamically while cloning with Clone and Edit.

0 votes
Thibaut Subra _Elements_
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July 13, 2023

Hi @Michelle Rose 

If you're not against using a third-party, you can do that with our Copy & Sync application with the option "Copy Full Epic Tree". It will clone (and synchronize if you choose to) the Epic, its children and all their subtasks with everything you need it.

And you can do that in just one rule as you just have to set your Automation with the required conditions, then use a Copy & Sync recipe to do the work.

Let me know if you need help with that!

Regards

0 votes
Evgenii
Community Leader
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July 12, 2023

Sorry, my previous answer was not correct. Without additional JQL functions it's not working.

@Trudy Claspill +1 to her answer, it will work :)

Evgenii
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
July 12, 2023

Well, it's very draft variant. I'll try to make normal example

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