Automatic create and close

Learn how to set up a template to create and close issues automatically

With this feature you can configure a special closing transition that opens the issue from the template and closes it immediately.

Configuration

Steps

1. Go to Jira Administration > Manage apps.
2. Select Configuration from the Issue Templates app navigation.
3. Open Create & Close.
4. Check the box to activate the feature.
5. Click Add to configure a workflow transition upon which you’d like to use Create & Close.

   

6. Select the target project.
7. Select the issue type.
8. Select the Transition.
9. Change the name of the button (optional). By default, the button has the label Create & Close.
10. Set up values for fields to be autofilled upon this transition.
    • Type in the details in the following format: field:value
    • Each field should be defined in a separate line (divided by an Enter).
    • Learn more about supported fields and their formats below.
11. Click Add.

    

12. In the Template Details, turn on the toggle to under Create & Close to enable it for the selected template.

    

    Note

    The toggle is not visible until you enable Create & Close in the global configuration.

Result

When the template is selected on the Create issue screen, it adds a Create & Close button and the defined required fields to the screen:

Jira Service Management

The Create & Close functionality can be particularly useful for support agents creating requests in Jira while helping customers on the phone or chat. It can be used in Jira Service Management projects, but only from the Jira side. The button doesn’t appear on the Customer portal.

Supported fields

Here are the field types that you can autofill while using Create & Close:

System fields

Custom fields