Clone an Entity

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The Clone feature allows you to quickly create a copy of an existing entity without manually recreating it and copying field values one by one. Cloning creates a new entity with a new ID while preserving key data from the source entity, following the same permission and workflow rules as standard entity creation.

You can clone an entity when you need to:

  • Create a similar entity based on an existing one
  • Reuse existing fields’ values and references
  • Avoid repetitive manual data entry

Cloning is especially useful for recurring work items, templates, or entities that share a common structure.

How to clone an entity

  1. Click Detailed View to open the entity you want to clone.
  2. Click the horizontal ellipses (⋯) icon in the top-right corner of the entity details page.
  3. Select Clone... from the dropdown menu. clone
    Alternatively, you can also clone an entity from lists or boards:
    • Right-click the entity in the list or board view.
    • Choose Clone… from the context menu.
  4. In addition to the regular lists and boards, you can clone an entity from inner lists.
    • Open the entity's inner list.
    • Right-click the entity shown at the list.
    • Select Clone… from the context menu to create a duplicate.
  5. You can also use the Clone function in JavaScript-based Automation Rules. See Action commands for details.

What happens when you clone an entity

When an entity is cloned, the system performs the following actions:

  • Creates a new entity with a new ID
  • Prefixes the name with Copy of
  • Assigns the same reference connections as the source entity
    • No option is provided to change parent(s) or project during cloning
  • Copies field values, including:
    • Native fields
    • Custom fields
    • Team Assignment
    • ExD primitive attribute fields
  • Sets the workflow state of the cloned entity to the initial state of its workflow. For example: A cloned User Story starts in the New state.
    Note: Clone is created as the current user:
    • All automation such as Metrics, Automation Rules and Validation Rules are executed the same way as for the created entity
    • History shows the entity as created by the user

Permissions and Access Control

Cloning an entity follows the same permission rules as creating one.

  • If a user does not have permission to create a specific entity type, the Clone option will not appear in the UI for that entity type.
  • Permissions are evaluated dynamically, ensuring consistent and secure behavior across the system.

Unsupported entity types

The Clone option is not available for the following entity types:

  • User
  • Team
  • Requestor
  • Project
  • Program
  • Team Iteration
  • Iteration
  • Release
  • Impediment
  • Test Case
  • Test Plan Run
  • Milestone
  • Non-visible non-assignable many-to-many (m-m) entities

The following content is also excluded from cloning:

  • Relations (from Relations tab)
  • System Custom Fields’ values
  • Calculated Custom Fields’ values
  • Child entities and collections, including Attachments and Comments
  • User Assignments
  • Value Stream, Solution Train, Agile Release Train assignments

These scenarios are currently out of scope and may be considered for future enhancements.