How to create Epic with child issues from an Epic Template

[karine.aittaouit]

Hi

I would like to automatically insert child issues coming from an epic template while creating an Epic.

I know that we can use the CLONE button to create the new epic with all child issues (but there is a little refresh issue, we have to press F5 to entirely refresh the page to display the child issues)

I tried automation, but i have an issue while setting up the summary of the child issues. They retrieve in a list format the summary of all the child issues coming from the template (see the screenshot i have Task 1, Task 2 for both instead of having Task 1 for the first one and Task 2 for the second one)

Any ideas on how to retrieve the summary of each item ?

Thanks for your help !

[Clara Belin-Brosseau_Elements]

Hi @karine.aittaouit

I'm not sure how to retrieve the summary with Automation so I'll let other people answer your question on this one!

However I just wanted to suggest our app Elements Copy & Sync as an alternative that should be easier and quicker to set up than Automation. The app does exactly what you're trying to achieve:

• clone an epic from a template
• clone the child issues at the same time
• retrieve the summary of the chid issue templates

This process can be done manually with a click or automatically with post-function or an Automation trigger.

Don't hesitate to try it, it's free for 30 days (and stays free under 10 users)

[Trudy Claspill]

Hello @karine.aittaouit 

Welcome to the Atlassian community.

Looking at your Create New action I notice that you are probably using the wrong smart value for the summary.

You have specified {{issues.summary}}

Try without the "s" at the end of "issues":  {{issue.summary}} 

[karine.aittaouit]

Hello @Trudy Claspill 

Already tried but not working :)

Thanks

[arielei]

Hello @karine.aittaouit 

Click the 3 dots and set "Copy" instead of {{issue.summary}} and then select to copy from the trigger issue.

[karine.aittaouit]

Hello @arielei 

Not working as the trigger issue is the created Epic so it will copy the summary of the created work item 

What I want is that for Epic 34 (screenshot) the summary of the child issues is "Task 1" and "Task 2" from my Epic modele :) 

Thanks !

[arielei]

Hello @karine.aittaouit 

Please correct me if i'm wrong:
You have an epic template with 2 work-items.

You want to clone the template and have the same values (summary) from each work-item to the cloned work-item, meaning:
Epic template summary -> Epic summary

Task 1 template summary -> Task 1 Summary
Task 2 template summary -> Task 2 Summary

Is this what you are trying to have?

[karine.aittaouit]

Hello @arielei 

I create an Epic with a given summary

and when it's created I want 

Task 1 template summary -> Task 1 Summary
Task 2 template summary -> Task 2 Summary

That's it! 

Thanks :D

[arielei]

Hello @karine.aittaouit 

Ok, and how do you fetch which templates to use? is there a label or something?

[karine.aittaouit]

Hello @arielei 

Yes I have a label on my Epic template then I do a lookup for issue = Epic and label = modele. After that I create a variable to fetch the epic template ({{lookupIssues.first.key}}) and then another lookup to fetch the child issue (parent = {{modeleEpickey}}), then do a branch "For each lookupissues" create a task. Which works. But the summary not set correctly :')

[arielei]

Hey @karine.aittaouit 

Do the following:

Run a lookup work-item and search "Labels = LABEL NAME"

then run a branch on JQL and write the following statement:

parentEpic = {{lookupIssues.key}} and Key != {{lookupIssues.key}}

Then create a work item using {{issue.summary}}.