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Issue Templates for Jira
Cloud Server/Data Center
Issue Templates for Jira

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Last updated Nov 20, 2023

Apply template

This chapter provides information on how to add a template to the existing issue by using Apply template button.

Use Apply template

Apply template feature allows you to apply a template to an existing issue. You will find the link to the dialog on issue view, in the Actions menu. Apply template supports Dynamic Variables.

Steps

  1. Navigate to the target issue and click More.
  2. Select Apply template from the list. Apply template dialog appears.
    Issue Templates for Jira Cloud: Apply Template
    Apply Template
  3. Select a template.
    Tip
    If you choose the Match type option, templates with the same issue type name as target issue will be available on select list.
  4. Click Apply.
    Issue Templates for Jira Cloud: Apply Template
    Apply Template
Note

You can monitor the progress of applying template in Report dialog. Close the report to let the process run in the background.

Issue Templates for Jira Cloud: Apply Template
Apply Template

Result

Issue is updated with the values from the template.

Issue Templates for Jira Cloud: Apply Template
Apply Template
Issue Templates for Jira Cloud: Apply Template
Apply Template

Need help?

If you can’t find the answer you need in our documentation, raise a support request*.

*Include as much information as possible to help our support team resolve your issue faster.

Visibility

To select which user groups can use Apply template follow instructions in the Global configuration chapter.

Apply template via issue property

This chapter provides information about applying template via issue property.

Apply template can be used in Automation, Jira REST API.

You can trigger Apply template when you create an issue via REST API or using Automation action. There are two ways to do it:

  • First one is to use the Template custom field
  • Second one is to add properties parameter to the body of /rest/api/3/issue

We recommend the second approach, because it allows you to pass dynamic variables and doesn’t require changing your screen settings.

Apply template post function

This page provides information how to use apply template post function

Apply template post function allows you to automatically complete fields with values from a template after the transition is performed. While adding a post function you can select a relevant template, which will be applied to already created issue. This post function works exactly the same as apply template feature.

Before you start

Prepare the template, make sure to edit template’s scope.

Info
For more information, see the Template configuration and Template scope chapters.

Steps

  1. To apply this template to every newly-created issue, go to Project settings > Workflows
  2. Click the pencil icon to edit the chosen workflow.
    Issue Templates for Jira Cloud: Default templates
    Default templates
Note

If you want to apply different templates for different issue-types you need to split the workflow.

  1. Click Create to edit the initial transition.

    Tip
    You can add a post-function to different transitions and it can create sub-tasks or complex structures.

  2. Click Post function.

    Issue Templates for Jira Cloud: Default templates
    Default templates

  3. Click Add post function.

    Issue Templates for Jira Cloud: Default templates
    Default templates

  4. Select Apply template.

  5. Click Add.

Issue Templates for Jira Cloud: Default templates
Default templates
  1. Select the template you want to use as default.

  2. Click Add.

    Issue Templates for Jira Cloud: Default templates
    Default templates

As a result, it will be added to the transition.

  1. Click Publish Draft.
    Issue Templates for Jira Cloud: Default templates
    Default templates

Result

When an issue is created, the assigned template will be automatically applied. For fields defined in the template’s scope, values from the template will be copied to the issue. If the template issue has children issues or linked issues, they will also be recreated.

Note
Template is applied asynchronously, it may take a few seconds for the results to be seen.
Issue Templates for Jira Cloud: Default templates
Default templates
Issue Templates for Jira Cloud: Default templates
Default templates