- Get started
- About
- Quick guide
- Use cases
- Glossary
- Migration
- Configuration
- Global configuration
- Project configuration
- Repository
- Template configuration
- Template scope
- Manage templates
- Supported fields
- Permissions
- Using templates
- Create issue from template
- Create issue structures
- Apply, clone, recreate
- Use template custom field on issue create screen
- Default templates
- Direct link
- JQL searchers
- Variables
- Static variables
- Dynamic variables
- App Integrations
- Team-managed projects
- Jira Software
- Jira Service Management
- Advanced Roadmaps
- Issue Checklist for Jira
- Advanced
- Automation
- Legacy automation action
- REST API
- Create issue and apply template with Jira REST API
- Security
- Security statement
- App permissions
Create from template
This chapter provides information about Create from template feature.
Create from template dialog
Try live demo below:
Steps
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Click Apps dropdown, in the Jira Cloud’s main navigation bar.
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A dialog box appears, select:
- Project - it can’t be the Templates repository project.
- Issue type for the new issue created from a template
- Template source
- Template name
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Click Next and go to the next step.
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Fill the fields that are configured in your template.
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Click Create, applying template will continue and other issues (including sub-tasks, links) will be generated based on your template data.
You can monitor the progress of applying template in Report dialog. Close the report to let the process run in the background.
When a template is used the order of actions is as follows:
- Required fields are copied upon create action.
- Other fields from template’s scope are filled upon update. At this point, the change is atomic meaning that all fields are updated at once
Create from template view
Link that opens Create from template view can be found in the project sidebar of every project (besides Template Repository). This feature works exactly the same as Create from template dialog.
You can monitor the progress of applying template in Report dialog. Close the report to let the process run in the background.
Visibility
To select which user groups can use Create from Template follow instructions in the Global configuration chapter.
Match issue types
This chapter provides information on how issue types are matched.
Which issue type will be used to create issue from my template?
For primary template it will be the issue type you explicitly selected, e.g. issue type selected in Create dialog.
For secondary templates, we will choose the best matching issue type from the target project.
Issue types matching steps
There are three steps, used by the Issue Templates for Jira app, to match issue type from template with issue that will be created from it:
- By ID - app picks an issue type in the target project with the same ID as set in template. If there’s no match, then it looks:
- By name - useful for team-managed projects, where issue types are local and always have different ID as against other projects
- By type - useful for subtasks; if there’s no match in previous steps, then the ITC app picks the first found subtask type from the target project