The need: copy the status when creating a clone

Cloning an issue with the native Jira feature has several drawbacks. One of the more annoying one is that it's not possible to copy the status of an issue when it's being cloned, which means that the new issue will be created in its default status instead of the status of the original issue.

The solution: map the workflows between source and copied issues

Thanks to Elements Copy & Sync, it is possible to copy an issue entirely, including its current status. This way, your cloned issues will always be absolutely identical to their parent down to the last detail.

Tutorial

In this example, we will copy an issue with the key DEV-1 which is in the status "In Progress".

This guide explains how to create a copy of DEV-1 which will also be automatically in the status "In Progress".

Prerequisites

A recipe called "Escalate ticket" has been created, activated, and is available on issue DEV-1.

For this example, we will refer to the workflow used by DEV-1 as "Software Simplified Workflow for Project DEV".

Configuration steps

1 - As a Jira administrator, go to the "Elements Copy & Sync Cloud" administration and click on Recipes in the navigation bar.

2 - In the Recipes listing page, select "Escalate ticket" in the Active Recipes list.

3 - In the Recipe configuration page, click on the Workflows tab.

4 - Use the Source workflow option to select the workflow of the issue that will be copied by the recipe.

In this example, we want to copy DEV-1, so we need to select the workflow used by this issue : "Software Simplified Workflow for Project DEV".

The source workflow has been initialized.

5 - Use the Target workflow option to select the workflow of the issue that will be created by the recipe.

In this example, we want to create a copy in the same project as DEV-1, so we need to select the same workflow : "Software Simplified Workflow for Project DEV".

The target workflow has been mapped to the source workflow. 


6 - Use the Add mapping button to mapp the two workflows together.

Because those two workflows are identical, their statuses will be automaticall mapped to one another.


7 - Finally, enable the Apply sync on issue creation option.


This means that the mapping that was defined at step 6 will be used as soon as the issue is copied.

8 - Click on the Save button.

Results

With this configuration, every time an issue using this workflow is cloned with the recipe, the newly created issue will automatically be initialized in the same status as the original issue. 

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