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How to clone items

Marilia Ximenes de Araujo
Contributor
June 12, 2024

I need to create an automation where the fields 'description', 'assignee', and 'summary' should be cloned from the parent task to the sub-task. However, I couldn't make it work.

3 answers

3 accepted

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2 votes
Answer accepted
Joseph Chung Yin
Community Champion
June 12, 2024

@Marilia Ximenes de Araujo 

Welcome to the community.  When do you want to cloned parent issue's field values into your subtasks?  I am assuming that the subtasks were already created, but you want them to have parent issue's summary, description, and assignee to be carry over into the subtasks?

Please provide more information, so we can better assist you.

Best, Joseph Chung Yin

Marilia Ximenes de Araujo
Contributor
June 12, 2024

Thanks Joseph!
I want to clone the information at the time of subtask creation.

2 votes
Answer accepted
Manoj Kumar Gangwar
Community Champion
June 12, 2024

Hi @Marilia Ximenes de Araujo ,

You can create an automation rule to copy field values from the Parent issue to Sub-task issues.

Add Trigger- When Issue Created

Add Condition- If Issue type = Sub-task Issue type

Add New Action- Edit Issue

Select the field names and change it to copy from Parent.

Save the automation.

auto1.PNG

Marilia Ximenes de Araujo
Contributor
June 12, 2024

I did it this way (sorry for being in Portuguese. I'm from Brazil).
But it would be:
Add trigger - when the issue is created

Add condition - if issue type = subtask issue type

Add new action - clone item to
(choose the field where I want to clone to the parent item)

Captura de tela 2024-06-12 135712.png

 

That's because I want to clone it at the moment I create a new subtask.

Like • Manoj Kumar Gangwar likes this
2 votes
Answer accepted
Rebekka Heilmann _viadee_
Community Champion
June 12, 2024

Hi @Marilia Ximenes de Araujo and welcome to the Community!

Can you specify whether it's Server/DC or Cloud?

 

These Screenshots are for Cloud:

You need the Edit issue Action.

1. Under "Choose fields to set" pick whatever fields you want to copy

2. (...) change to "COPY"

3. Click on the "Copy xxx from xxx" and change to Parent issue

 

Screenshot 2024-06-12 171213.pngScreenshot 2024-06-12 171223.png

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