The need: create a custom clone with some fields copied, others changed, and some cleared
When copying an issue from a project to another one, some information from the source issue may need to be used in a different field in the copied issue. For example, when creating a new Task from a source issue, the Reporter of the source issue must become the Assignee of the new issue.
The solution: customized clones with field mapping
With Elements Copy & Sync, you can map some source fields to different fields in the target issue.
Tutorial
In this example, we will copy an issue with the key SUP-1.
This guide explains how to map the "Reporter" field from SUP-1 to the "Assignee" field of the copied issue.
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 Content tab.
4 - In the "Fields" section, activate the Set and synchronize fields option. The "Fields mapping options" subsection is displayed.
5 - In the Add target field option, select "Assignee", as this is the field we want to set in the target issue. The field is added to the table.
6 - In the Copy from source issue column, select "Reporter".
This means that the "Reporter" field from the source issue will be copied to the "Assignee" field in the target issue.
7 - Click on the Save button.
Result
With this simple configuration, when a user applies the "Escalate ticket" recipe from issue SUP-1, Copy & Sync will copy the Reporter from the source issue and add it as the Assignee of the new copied issue.
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