Selecting a template

This chapter provides information about selecting a template.

There are three ways to select a template:

• Template select
• Template custom field
• Create issue with property

Template select

The first and the most recommended way to select a template is the Template Select rendered by the ITC app.
For example, while using Create from template dialog or Apply template dialog.

Template Select allows you to search for templates using search syntax for text fields. In Template drop-down list, names of templates are displayed with issue type icons.

Match type

Under each Template Select you will find a Match type checkbox. As soon as you check Match type, templates will be filtered - only those with the same name of issue type as the target issue type will be displayed.

The Issue Templates for Jira app use the name of issue type instead of issue type ID in order to support team-managed projects.

Template custom field

You can choose a template by using Template custom field, provided by the ITC app.

Template custom field is rendered by Jira, and its design can’t be changed. Providing new features like categories or filtering is also limited, therefore we recommend using views provided by the app, where Template Select is available.

Create issue with property

You can use Jira REST API to Create issue and add to the body of the request’s issue.templates.automation property.

{ 
  "properties": [
    { "key": "issue.templates.automation", 
      "value": { 
        "applyTemplate": "TEMPLATE-1"
      }
    }
  ]
}

Provide:

• Project
• Issue type
• Summary
• other required fields from your issue type

Example

TEMPLATE-1 is an issue key of your template. As soon as you click Create, TEMPLATE-1 will be applied to the issue. It may overwrite provided summary based on your template’s scope.

Use the example below to create similar configuration.

{
    "fields": {
        "project": {
            "key": "JSA"
        },
        "summary": "Create issue from Postman",
        "issuetype": {
            "id": "10000"
        }
    },
    "properties": [
            {
                "key": "issue.templates.automation",
                "value": {
                "applyTemplate": "TEMPLATE-1",
                "variables": {
                    "MyDynamicVariable": "abc"
                }
            }
            }
    ]
}

You can also provide values for dynamic variables defined in your primary template as shown above.

Add a shortcut to Create from template view

Steps

To add Create from template button under Project:

1. Go to the Project, where you want to add direct link that opens Create from template screen and click Add shortcut.

2. Click Add next to the description of shortcut.

3. In the dialog box select the following:
   a. Provide the [Link].
   b. Type a Name of your shortcut.

4. Click Add.

Result

Your custom Create from template button is added under the project.

Link to Create issue from template

The feature makes possible to create a link that directly opens the issue creation form with Template and other fields already selected. The link can be reused by adding new item on general page or under selected project. There are two kinds of links: Project link and General link that opens Create issue from template view with and without project context (sidebar).

General link

Steps

To create a link which will open Create from template view:

1. Paste the following link to your Jira Cloud link and replace the data:

https://yourdomain.atlassian.net/plugins/servlet/ac/com.intenso.jira.issue-templates/create-issue-from-template?ac.projectKey=SCRUM&ac.templateKey=PMT-45&ac.issueTypeId=10600

2. Here’s the list of available parameters, that can be added to the link:

Result

Create from template view has been opened.

Project link

Steps

To create a link which will open Create from template view in Your Project context:

1. Go to the Project, where you want to add direct link that opens Create from template screen and click Create from template.

2. Use the link below and replace the data accordingly:

https://yourdomain.atlassian.net/projects/SCRUM?selectedItem=com.atlassian.plugins.atlassian-connect-plugin:com.intenso.jira.issue-templates__create-issue-from-template-project-page&ac.projectKey=SCRUM&ac.templateKey=PMT-45&ac.issueTypeId=10600

Here’s the list of available parameters:

Result

Create from template view has been opened in your project.