Originally asked by Alexandra Holom on 28 September 2020 (original question)
Hello,
I was wondering what is the easiest way to sync an epic with all containing stories from one instance to the other.
Some key facts, I am using the latest released Exalate version 5.0.3-j7 and I have 2 local Jira instances
- outgoing: 7.13.0
- incoming: 8.5.4
What is the easiest way to achieve this behavior? I tried following this article, and I noticed that only the epic is being synced, and if I sync a story manually afterwards, the story gets the correct Epic Link, but when the epic already contains stories, they are not automatically created on the remote instance. Or should it happen automatically?
I came across this article regarding the post exalate processor and syncing stories after epic, but I don’t see where this feature is located (I don’t see it under Rules - Advanced). I saw that this feature is anyway experimental and might not make it to the final release.
So could you please give me a tip on how to sync the epic with all containing stories from one instance to the other? If the Jira versions are an issue, I can update my Jira instance.
Answer by Francis Martens (Exalate) on 28 September 2020
The post exalate processor is indeed an experimental ‘dark’ feature, and can be ignored for the moment.
You’re almost there. The only thing that is missing is the automated sync of the stories and epics
You can do this by creating a trigger which will automatically sync a story as long as it is part of an epic, and all the epics.
type=epic or "Epic Link" is not empty
If you then bulk exalate the trigger, all epics and all stories will be carried over.
The Epic.send and Epic.receive methods will ensure that the link between the twin epics and stories will be mirrored. Any new epic or story will automatically be sent over
Of course this might be too much information replicated (ie, when you want to limit the epics to a certain set).
One way to do this is to select the issues which are listed in a specific board.
These issues can be selected by using the same filter as used by the board itself.
For instance
filter="Filter for HAS Board" and (type = Epic or "Epic Link" is not empty)
This will carry over all the epics, and embedded stories which are listed on that specific board.