The need: automatically add a link between issues when creating a copy

As a Jira administrator, you want to automate as many steps as possible so that your users don't waste time on repetitive tasks. In ITSM, tickets raised by clients on a Jira Service Management portal (formerly Jira Service Desk) are often linked to software issues in development projects.

The solution: automatically set the link type between issues created with Elements Copy & Sync

Elements Copy & Sync can create Jira links automatically during issue escalation, so it's clear which support requests still have fixes in progress.

Tutorial

In this example, we will escalate an issue with the key SUP-1.

This guide explains how to configure your recipe so that a link with the type "blocks" is automatically created between SUP-1 and the issue created from it.

Prerequisites

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

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 Target tab.

4 - In the "Monitoring" section, use the Create a link to source issue field to select "blocks (←)".

5 - Click on the Save button.

Result

With this configuration, when a user applies the "Escalate ticket" recipe from issue SUP-1, Copy & Sync will automatically create a link with the type "blocks (←)" between SUP-1 and its copy.

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