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Copy Summary to Epic Name field

Alagu Murugan Krishnan July 24, 2025

How to set Epic Name field to be the same as Summary on the Epic creating by default.

2 answers

2 accepted

6 votes
Answer accepted
Walter Buggenhout
Community Champion
July 24, 2025

Hi @Alagu Murugan Krishnan,

Create an automation rule that fires from the issue created event. Add an action edit issue and copy the summary into the Epic name field.

Hope this helps! 

Alagu Murugan Krishnan July 25, 2025

Step - Add an action edit issue - can see this,

but then copy the Summary into Epic Name field is missing or not available. 

 

AutomateEditIssue.png

Walter Buggenhout
Community Champion
July 25, 2025

If you click on Epic Name in the sentence "Copy Epic Name from Current Issue" you should get a pop-up where you should be able to select a different field, e.g. summary for your case.

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0 votes
Answer accepted
Gor Greyan
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July 25, 2025

Hi @Alagu Murugan Krishnan

1. Choose the Epic Name field in edit work item actions.
2. Press 3 dots in the right side and press copy.
3. Then select Summary in the "Field copt value from" section.

Have a look on the provided screens.111111.png
222.png

Alagu Murugan Krishnan July 25, 2025

thank you @Gor Greyan  Awesome help. thanks

Gor Greyan
Rising Star
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Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
July 25, 2025

@Alagu Murugan Krishnan

You are very welcome.

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