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

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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"
Last modified on Mar 28, 2023

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