- Template management
- Create a template
- Template Navigator
- Template details
- Direct links
- Use as a template
- Delete a template
- Using template
- Create Structure
- Apply template
- Comment field support
- Default template
- Global configuration
- Set of Fields (Scope)
- Template Repository Management
- Event log
- JQL Searchers
Decide where your template should be visible.
In this tab you can configure your template’s availability. When the toggle is switched on, your template will be selectable accordingly:
- on the Create Issue Screen
- on a Request Form (in the Customer Portal)
For each place (whether on the Create Issue Screen or on the Customer Portal) you can specify the exact context in which your template is available. For example, it can be visible only to users from one particular group or project, to people using a specific language, etc. Expand the drop-down list by clicking the arrow and choose the conditions.
The changes are saved in real-time.
Here are some examples of the availability limitations:
|Project||Template will be available only in one project.||Human Resources|
|Projects Categories||Template will be available only for one category.||HR|
|Issue Type||Set the issue type, where your template will be available.||HR Request|
|Screens||Choose a screen, where your template is visible.||Create Issue Screen|
|Groups||Specify, which group can use a template.||jira-servicedesk-users|
|Users||Specify, who can use a template.||John Armstrong|
|Languages||Template will be available only for users speaking the chosen language.||English|
As an administrator you have access to a range of additional availability settings. Read more about it in the Template Repository Management chapter.
Availability use case
Imagine you are working in several projects and two of your teams are located in different countries. You’d like to create a template available only for German- and Polish speakers.
- Create a template or use an existing one.
- Open your template.
- Go to Template Details > Availability.
- Switch on the toggle next to Create Issue Screen.
- Fill in the fields with context values.
- Select Polish and German in the Languages tab.
If you want your template to be available on the Customer Portal, remember to switch on the toggle next to Request form.
Template’s availability is limited to the specified language groups.