How to Clone an Epic with Tasks and Subtasks

Nacho García-Robledo
Contributor
January 25, 2023

What I want:

Clone following Epic with following structure of Tasks and Subtasks (inside a Team-Managed Project):

capt1.png

 

What I have so far: 

Via Automation, I get the Epic Cloned and also the Tasks but I cannot get the subtasks too:

CAPT8.png

Automation Logic:

capt2.pngcapt3.pngcapt4.pngcapt5.pngcapt6.pngcapt7.png

4 answers

2 votes
Julien Peyrade _ Elements
Atlassian Partner
January 26, 2023

Hello @Nacho García-Robledo 

If you don't mind testing an add-on, Elements Copy & Sync lets you do exactly that.

Full disclosure, I'm the Product Manager of the app.

With our app, you will be able to clone Epics with all their issues, including subtasks, and keep the hierarchy.

It is as easy as clicking on two options, which are explained in our tutorials:

The app is free for 30 days, (and stays free if your instance is under 10 users), so feel free to give it a try, and don't hesitate to tell reach our Support if you have any question.

Kind regards,

Julien

Nacho García-Robledo
Contributor
January 26, 2023

Thanks @Julien Peyrade _ Elements , unfortunately we are not allowed to bring any add-on which has an impact on cost.

In any case thanks for your time!

Julien Peyrade _ Elements
Atlassian Partner
January 26, 2023

That's perfectly understandable, you're welcome. :)

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0 votes
simarchhabra232 May 5, 2024

Can I have a final on automation how to clone an epic with its tasks since its a team managed project

Trudy Claspill
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
May 5, 2024
simarchhabra232 May 5, 2024

This is with label contain can you share one without label condition 

Trudy Claspill
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
May 5, 2024

Given that the original post is over a year old, please start a new Question in the community to get additional help with your scenario. That will make your request for help visible to more community members, rather than notifying only the community members involved with this one Question 

If this Question and/or the other post I referenced are relevant to your scenario, in Clyde links to them in your new Question.

Also explain how your scenario is different.

Please include images of the rule you have created and note how it is not meeting your requirements.

0 votes
Michael Cerantola June 19, 2023

Hi there @Nacho García-Robledo 

 

I just tried to copy paste what you have and at first I got errors, and then I got a purple status 

 

auditlog.png

 

Here is my automation.

I would love to see where I potentially went wrong. automation.png

Nacho García-Robledo
Contributor
June 19, 2023

Hello @Michael Cerantola , could you please expand ("Show more") the details of these fails?

Thanks

Michael Cerantola June 20, 2023

Thank you @Nacho García-Robledo .

 

Here's the error. It talks about having an error in the clone issue for the parent not belonging to an appropriate hierarchy 

 

error.png

Nacho García-Robledo
Contributor
June 20, 2023

I have checked mine again and it works, with the problems I mentioned before. 

The structure of Epic/Task/subtask I have is:

Captura.PNG

0 votes
Trudy Claspill
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
January 25, 2023

Hello @Nacho García-Robledo 

Please show the rule Audit Log details for an execution of this rule where the subtasks are not cloned.

Nacho García-Robledo
Contributor
January 26, 2023

Hello @Trudy Claspill , here it is the log file:

Captura de pantalla 2023-01-26 092507.png

 

as per my understanding I have here 2 problems:

1. The variable is not taking really the key for the subtask as it takes the one for the issue that triggered the point

2. it does not iterate, therefore it will generates only 1 subtastk

Trudy Claspill
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
January 26, 2023

Between 2 and 3 you are starting a branch to iterate through the child issues of the Epic. The branch clones the child issues.

Between 3 and 4 you have a Condition to check for Subtasks. A Condition is not a Branch, so there is no iterating over the Subtasks in the original child issue that was cloned.

Automation for Jira does not currently support having a Branch within a Branch. So, within the iteration of cloning child issues you cannot add another branch to iterate over the original issue's subtasks and clone them also.

I have not worked out all the details, but I believe you may need a separate rule to clone the subtasks. I'm sure there are other posts in the Atlassian Jira communities on this topic. If I find one that presents the solution, I'll post a link.

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Trudy Claspill
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
January 26, 2023

This post includes an answer where the person does the cloning in two rules. A status change triggers the rule, but you could modify that trigger to something else.

I have not worked through the automation rule myself, so I can't attest that it works as written. If you try to replicate the two rules and run into trouble, post what you have and we can help debug.

Nacho García-Robledo
Contributor
January 27, 2023

Thanks a lot.

I have copied the automation rules from the post you mentioned and only the first automation works.

 

The problem is that the second does not get triggered; in principle it should kick in after detecting that a label has changed, but it does not when the label is changed by the first automatism.

If I change it myself manually it works :S

Trudy Claspill
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
January 28, 2023

On the Rule Details page for the second rule did you check the box that says "Check to allow other rule actions to trigger this rule."

Erik Reiter
Contributor
October 11, 2023

@Nacho García-Robledo did you get your automation to work, to clone your Epics with Stories and the Stories Subtasks?

 

I am looking for the same thing, preferably withouth extra cost.

If you succeeded it would be really great to see how you've done it

 

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