How to... ?

Use these short step-by-step guides to learn everything there is to know about Elements Copy & Sync.

Activate and use your recipes

• Create and activate a copy recipe
• Trigger a copy recipe from a Jira Cloud issue
• Automatically copy an issue during a workflow status transition
• Copy an issue to another project based on a custom field value
• Bulk copy up to 1000 Jira issues at once
• Clone a full issue hierarchy at once
• Create multiple issues based on a template
• Create a dynamic number of Jira issues
• Trigger recipes with Automation
• Export and import your recipes configuration

Copy, initialize and synchronise your fields

• Select which fields to copy from a source issue
• Create a mapping of Jira fields between two issues
• Create issues with preset default values
• Use dynamic values to initialize fields in a new issue
• Initialize date fields with dynamic values
• Synchronise fields values between an issue and its copy
• Copy and synchronize issue checklists in Jira

Copy comments and attachments

• Copy an issue and all its comments (or attachments) at the same time
• Synchronise comments (or attachments) between an issue and its copy
• Synchronize comments from JS to JSM respecting original comment restrictions

Synchronise workflow statuses

• Synchronise the status of two Jira issues
• Copy the status of an issue to a cloned issue

Create or copy subtasks

• Copy an issue and all its subtasks
• Create many subtasks with one click
• Keep subtasks synchronised with their parent issue

Get the most out of your linked issues

• Synchronize linked issues
• Create a link between an issue and its copy automatically
• View linked issues in the Customer Portal

Restrict how and where your recipes are used

• Specify on which issues a recipe is available
• Copy issues only when they satisfy a specific criteria
• Limit the projects where an issue can be copied
• Restrict the possible issue types of a copy
• Restrict which Jira users can copy an issue