Source settings
In the Source configuration tab, you can find the settings that let you define on which Jira issues your recipe will be available.
Source issues
Only issues which satisfy the criteria in this section can be copied by your recipe.
In other words, if an issue does not satisfy all these criterias, the recipe will not be available in the issue view : it will not be displayed, and you won't be able to use it to create a copy.
Project
Use this setting to restrict the projects from which the recipe can copy issues.
If you select one or more projects, the recipe can only copy issues belonging to one of these projects. If you leave the field empty, the recipe can copy issues from all projects on your Jira instance.
Issue types
Use this setting to restrict the types of issues that the recipe can copy.
If you select one or more issue types, the recipe can only copy issues from one of these types. If you leave the field empty, the recipe can copy issues from all types.
Status
Use this setting to restrict the current status of the issues that your recipe can copy.
If you select one or more statuses, the recipe can only copy issues currently in one of these statuses. If you leave the field empty, the recipe can copy issues in all statuses.
Additional filter
Use this field to write a JQL filter. The recipe can only copy issues which satisfy the filter, in addition to all the other criteria defined in this section.
Hierarchy
Choose if you want to copy only the source issue or the entire hierarchy tree. If you select "Copy full hierarchy", for example, if your source issue is an Initiative, it will copy all the issues of the hierarchy (except the subtasks that you will need to select in the Content section).
If the option “Copy full hierarchy” is selected, the recipe configuration will be applied to all the issues of the hierarchy.
For example, this means that if during Content settings you copy the value of a custom field in the Summary field, then when the hierarchy is copied the Summary of each issue of the new hierarchy will be the specific value of the custom field for this issue.
Configuration tester
The configuration tester can be used to check the filters set up in the "Source issues" section.
Clicking on the Run test button will trigger a Jira search which returns the exact list of issues where the recipe will be available. With this tool, you can quickly check if the set up in this tab has been properly done.