In the Triggers configuration tab, you can find settings that let you define when your synchronization will be triggered.
Synchronization condition
This section lets you define the relationship of the issues that will be synchronized by the recipe.
Link between source and target work items
Use this option to define the link that must exist between the source and target work item to trigger synchronization. Choosing at least one link type is mandatory.
Copy existing content upon link creation
Enable this option to copy existing field values, comments, and attachments from the source work item to the target work item as soon as one of the links defined is created:
If you want to copy comments that contain embedded attachments, you must also enable the Attachments option. This ensures that the full comment content is copied correctly.
Bulk trigger
This section lets you go through the synchronization process.
First, you will need to list all the synchronizable work items (these are work items that match your recipe configuration). Then, you will be able to activate synchronization. From this moment, the field values will be synchronized as soon as they are updated.
Please note that the existing values in synchronized fields are not copied on link creation. If you need to copy the existing values in synchronized fields, please use the “Run synchronization” option in Elements Copy & Sync. Go to the recipe list and choose to run synchronization for recipe that you’ve created.
List synchronizable work items
Use this option to list all the work items that can be synchronized by the recipe. These work items must satisfy the conditions defined in the Source, Target, and Triggers tab.
Activate sync
Once the synchronizable work items have been listed, you can see which work items are currently synchronized by the recipe and which are not synchronized.
Because work items linked before the recipe has been activated are not automatically synchronized, you can apply the recipe to pre-existing linked work items with this option.
In this table, the "Source work item" column lists the work items that match the Source tab of the recipe and which are linked to work items that match the Target tab with a link defined in the Triggers tab.
The "Synchronized" column indicates whether the synchronization is currently enabled (green icon) or not (grey icon).
Clicking on the Activate sync button enables the synchronization for all the work items listed in the table.
For large volumes of work items, activation of synchronization is performed in batches. If there are more than 5,000 work items, they are processed in increments of 5,000 at a time. After each batch, the next activation must be manually triggered until all work items are ready to be synchronized when field values are updated.