Global configuration

Global configuration page offers a few tabs that will help you configure necessary options in Issue Templates for Jira:

• Repository
• Global scopes
• Variables
• UI Configuration
• Visibility
• API Tokens
• Template Reports
• Advanced

Repository

Template repository is a space that stores your templates. You can either create a separate space for your templates or use one of your existing spaces to store them. The Repository tab lists all spaces that are set as repositories.

See the Repository chapter for details.

Global scopes

This is a configuration tab for scopes. A scope lets you decide which fields are copied from a template to a work item that is created based on this template. It’s used during the process of creating new work items or applying a template to an existing work item. With a scope you can set which optional fields are copied.

See the Template scope chapter for details.

Variables

This tab allows you to configure variables. Variables are placeholders in a template that are filled with actual values supplied by the system where each variable refers to a specific field of the JIRA instance while the work item is being created.

See the Static variables and Dynamic variables chapters for details.

UI Configuration

In this tab you can enable UI modification, which is required to use the Create from template feature on Jira Native screen.

UI modification:

• supports up to 3000 UI modifications and each UI modification can define up to 1000 contexts. The same context can be assigned to a maximum of 100 UI modifications.
• doesn’t support Jira Service Management spaces yet. To apply a template in such a space use the create from template button in that space instead of applying the template to the native create screen.
• doesn’t support the Create linked work item screen due to Atlassian limitations.

See the Create from template chapter to see how it works.

Visibility

Visibility settings allow Jira admin to specify who will be able to see the elements of the Issue Templates Cloud interface, such as Create from template, Apply template and Recreate issue.

All options are visible for everyone by default. To disable it, follow the steps below.

Steps

1. Navigate to Jira Settings > Manage apps.
2. In Issue Templates for Jira section, select Configuration.
3. Open Visibility tab.
4. Set visibility of UI elements:
   • Visible for every user
   • Visible only for specified user groups
   • Hidden for all users

Result

Options are restricted according to the visibility settings.

API Tokens

With Issue Templates for Jira you can use external software to trigger different events in Jira and apply a template immediately.

See the API Tokens chapter for details.

Template Reports

In the Advanced Edition of Issue Templates for Jira, you gain access to Template Reports, a way to track and analyze how your templates are used across spaces.

With Template Reports, you can see:

• Last usage date for each template.
• Work items created from a specific template, with full traceability.
• Usage trends over time, showing how many work items were created on which dates.

See the Reports chapter for details.

Advanced

Permissions

There are following options to enable/disable in this tab:

1. Customer portal templates toggle. Turn the toggle on to apply values from a template in a customer portal created work item. See Jira Service Management for details.

2. Templates applied by marketplace apps. Turn the toggle on to enable marketplace apps to apply templates. It’s used to import work items to Jira with other apps and apply a template on these work items.

   A template is applied by setting it in the template custom field. By importing a work item to Jira with an external tool you can choose a template using the template custom field. Once the toggle is turned on, apply template works.

   Example

   You can use a connector app that creates Jira tickets with a template field set in the template that will be applied based on the issue ID of our template (check Atlassian documentation to find out the issue ID). Once the work item is created, template values are applied.

3. Enforce work items order for structures. You can enable this option if work item order is important in your structures. It will increase time needed to recreate structures.

Data Residency

This section informs what region your data is stored in. For more details, see Security statement.