Apply template

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

Use Apply template

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

Steps

1. Navigate to the target work item and click More.
2. Select Apply template from the list. Apply template dialog appears.

   

3. Select a template.
   Tip

   If you choose the Match type option, templates with the same work item type name as target work item will be available on select list.
4. Click Apply.
   

   

Note

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

Result

A work item is updated with the values from the template.

Visibility

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

Apply template via work item property

This chapter provides information about applying template via work item property.

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

You can trigger Apply template when you create a work item 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 work item. This post function works exactly the same as apply template feature.

Before you start

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

Steps

1. To apply this template to every newly-created work item, go to Space settings > Workflows
2. Click the pencil icon to edit the chosen workflow.

   

3. 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.

4. Click Post function.

   

5. Click Add post function.

   

6. Select Apply template.

7. Click Add.

8. Select the template you want to use as default.

9. Click Add.

   

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

10. Click Publish Draft.

    

Result

When a work item 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 work item. If the template work item has children work items or linked work items, they will also be recreated.