Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Tip

New Feature Announcement

Global Checklists are currently in BETA and will be available in Issue Checklist for Jira

Status
colourBlue
titleenterprise
once released. Contact our support team if you currently use Issue Checklist for Jira
Status
colourPurple
titlePRO
would like to participate in the Beta.

...

Excerpt
nameElementsConnect
Note
  • This example refers to Company-managed (Classic) Jira projects only.

  • If you are using Checklist for Jira

    Status
    colourBlue
    titleENTERPRISE
    , note that this method will not work for Global Checklist. Global Checklists are not saved to the Checklist Text custom field and therefore will not be copied and/or synced.

Elements Copy & Sync is a Jira app used to clone and sync Jira issues. You can use Elements Copy & Sync to copy issues with their checklists and the checklist’s current statuses. Alternatively, you can copy the issue and checklist without the checklist status, or you can synchronize to keep the checklists on both issues in sync.

To copy an issue with checklist item statuses:

  1. Ensure that the Save local checklist items to Jira custom fieldsglobal setting is enabled.

  2. Go to the Elements Copy & Sync Cloud administration and click on Recipes in the navigation bar.

  3. In the Recipes listing page, select Escalate ticket in the Active Recipes list.

  4. Click on the Content tab on the Recipe configuration page.

  5. In the Fields section, activate the Set and synchronize fields option. The Fields mapping options subsection is displayed.

  6. Click on the "..." button at the right of the Add target fields option, and select Issue Checklist for Jira.

  7. Save the recipe.

When the recipe is triggered from an issue, it will copy all the checklists in the source issue to the target issue, including the status of the checklist items.

To copy an issue with checklist items cleared (all items open/incomplete):

To copy the issue with the all checklist items marked as open/incomplete (regardless of the item status on the source issue), check the Clear Checklist checkbox.

To copy an issue with checklist items synced:

To copy the issue with the all checklist items synced (each time an item is marked as done in the checklist of the source issue, the same item will automatically be marked as done in the checklist of the copied issue) enable the Synchronized toggle.

For more information, see Elements Copy & Sync documentation.

...