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Resetting cloned records using Jira Automation

In this tutorial, you’ll learn how to use Jira Automation to reset cloned records, so that you can allow users to copy records in Jira Cloud without violating compliance rules.  I find this feature helpful clearing any information that should not be copied across records, such as approvals, release notes, verification summaries, etc.

Configuration Steps

Note:  These instructions can be applied for company-managed or team-managed projects.

  1. Navigate to your project.
  2. Go to Project Settings –> Automation. 

    (Note: If you have Jira Premium, you can go to Settings –> System –> Global Automation.)
  3. Select Create rule.
  4. Under New Trigger, select Issue created.
  5. Press Save.
  6. Select to add a New condition.
  7. Under New condition, select lf / else block.
  8. Configure the If block:
    1. Run actions if:  All conditions match
    2. Condition: 
      1. Issue fields condition
        1. Field:  [Select a field in your project that should not be copied]
        2. Condition: is not empty.
    3. Press Save.
  9. Select to add a New action to the If block.
  10. Under New Action, select Edit issue.
  11. Select to edit the following field.
    • Field:  [Select the same field as above]
    • Value:
      • If the field is a read-only text field, then set the value to a new string, such as “—” or a non-breaking space.
      • Otherwise, set the field to be blank.
  12. Press Save.
  13. Repeat Steps 6 through 12 for each field that should be reset when cloned.
  14. Provide a name for your new automation.  For example, “Reset cloned fields (on create)“.
  15. Press Turn in on.
  16. Select Return to list.

Here is an example of a completed rule:

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More Information

Find more strategies like this in my Quick Start Guide for Jira Cloud:  https://www.agile-innovations.tech/part-11

For more information about Jira automation, checkout Atlassian’s documentation:   

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