Template configuration

This chapter guides you through the configuration options available when setting up a new issue template in the Issue Templates for Jira app. Templates are created based on existing Jira issues and can be customized to control how and where they are used.

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Create a template

To prepare a template simply create a new issue or select an existing issue in your Repository project and enable it as a template in the issue details view.

Once your issue has been enabled it becomes a template and you can configure it according to your needs by clicking the Edit settings button.

Configure a template

You can configure your template using the following sections:

General

In this section, define the basic properties of the template:

• Template Name - Assign a meaningful name for easy identification.
  Warning

  Every logged user in Jira can access Template Name (even without browse project permission in templates repository), therefore you shouldn’t provide sensitive data here.
  Note

  If you leave Template name field empty, it will rollback to Summary’s value.
• Scope - Specify a set of fields used in a template. See Template scope for details.
• Template selection - Determine whether the template can be manually selected by users.
• Copy Subtasks - Choose whether subtasks from the source issue should be included when the template is applied.

Availability

In this section, define the availability properties of the template:

• Limit the usage of the template to selected projects - select projects that have access to this template. If you leave the select empty, your template will be unavailable in all projects. This operation is equal to disabling the template.
• Target project - select a project in which an issue will be created when it’s created as a part of a hierarchy. For example, you can configure your stories, so they are created in different projects.
  With this feature you can create cross-project epics, which involve multiple teams working on different projects.

Dynamic Variables

Dynamic variables are placeholders which you can define in your primary template in text fields. In this configuration section you can change the order in which they are displayed to users on the create screen.

Smart Defaults

Smart defaults are configurable template fields that automatically calculate and fill in values using smart expressions at the moment an issue is created, enabling automation and dynamic data population. In this section you can configure them.