How to set Epic Name field to be the same as Summary on the Epic creating screen by default.
Platform Notice: Cloud - This article applies to Atlassian products on the cloud platform.
Summary
- How to update the Epic Name field same as Summary by default every time while creating an Epic.
Environment
Jira cloud
Diagnosis
Epic Name is a locked field in Jira, so we can't set the default value for such fields. This is tracked under a new requirement. On Epic Creation, Give the Option to Have Epic Name Default to Summary
Solution
Create the following 2 Automation Rules:
- Rule 1: will be based on the "Issue Created" trigger, and this will copy "Summary" into "Epic Name"
- Rule 2: will trigger "Field value changed", and this will continuously monitor any change in the Summary field, based on which this rule will update the "Epic Name"