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How to create Epic with child issues from an Epic Template

karine.aittaouit

I would like to automatically insert child issues coming from an epic template while creating an Epic.

I know that we can use the CLONE button to create the new epic with all child issues (but there is a little refresh issue, we have to press F5 to entirely refresh the page to display the child issues)

I tried automation, but i have an issue while setting up the summary of the child issues. They retrieve in a list format the summary of all the child issues coming from the template (see the screenshot i have Task 1, Task 2 for both instead of having Task 1 for the first one and Task 2 for the second one)

Any ideas on how to retrieve the summary of each item ?

Thanks for your help !

Accepted answers

All comments

arielei

Hello @karine_aittaouit

Click the 3 dots and set "Copy" instead of {{issue.summary}} and then select to copy from the trigger issue.

karine.aittaouit

Hello @arielei

Not working as the trigger issue is the created Epic so it will copy the summary of the created work item

What I want is that for Epic 34 (screenshot) the summary of the child issues is "Task 1" and "Task 2" from my Epic modele

Thanks !

Trudy P Claspill

Hello @karine_aittaouit

Welcome to the Atlassian community.

Looking at your Create New action I notice that you are probably using the wrong smart value for the summary.

You have specified {{issues.summary}}

Try without the "s" at the end of "issues": {{issue.summary}}

arielei

Hello @karine_aittaouit

Please correct me if i'm wrong:
You have an epic template with 2 work-items.

You want to clone the template and have the same values (summary) from each work-item to the cloned work-item, meaning:
Epic template summary -> Epic summary

Task 1 template summary -> Task 1 Summary
Task 2 template summary -> Task 2 Summary

Is this what you are trying to have?

karine.aittaouit

Hello @arielei

I create an Epic with a given summary

and when it's created I want

Task 1 template summary -> Task 1 Summary
Task 2 template summary -> Task 2 Summary

That's it!

Thanks

karine.aittaouit

Hello @Trudy Claspill

Already tried but not working

Thanks

Clara Belin-Brosseau_Elevatic

Hi @karine_aittaouit

I'm not sure how to retrieve the summary with Automation so I'll let other people answer your question on this one!

However I just wanted to suggest our app Elements Copy & Sync as an alternative that should be easier and quicker to set up than Automation. The app does exactly what you're trying to achieve:

clone an epic from a template
clone the child issues at the same time
retrieve the summary of the chid issue templates

This process can be done manually with a click or automatically with post-function or an Automation trigger.

Don't hesitate to try it, it's free for 30 days (and stays free under 10 users)

Luka Hummel - codefortynine

Hi @karine_aittaouit,

If you want to automatically create an Epic together with all its child issues based on a predefined structure, our app Deep Clone for Jira offers a flexible and powerful solution.

With the Epic/Tree Clone feature, you can:

Clone an Epic along with its entire hierarchy of child issues (e.g., Stories, Tasks, Sub-tasks)
Retain the original structure and issue links
Optionally move the clone to a different project
Edit field values during the cloning process (e.g., update summaries, assignees, due dates)

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