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Add realated + copy fields

  • 1.  Add realated + copy fields

    Posted 03-14-2019 11:50
    Hi all,

    I need to add a related Item from an existing one and copy some fields (different item types). Which is the best way? I do not want to sync.
    Example: Stakeholder Requirement to be refined by a derived System Requirement. Some fields are identical.

    For identical Item types you can just reuse with a rule (reuse options -> advanced).
    How can I do it with different types? I would like to to have such a feature in order to avoid a lot of copy-paste.

    I have only found the option:
    1. Reuse the original Item with adding a relationship to the original Item, copying the desired fields and selecting a target destination
    2. Convert the reused item to the new item type
    3. eventually change the relationship type, if needed.

    Is there a shorter way?

    Best regards,


  • 2.  RE: Add realated + copy fields

    Posted 03-22-2019 11:22

    Apologies, this post somehow escaped me. Have you looked at our Duplicate functionality? It allows you to just copy the item's name, description, test steps (if applicable), and the ability to choose to include tags, attachments, and links without all the added options of syncing and creating relationships.


    Chloe Elliott
    Jama Software
    Portland OR