- Configuration
- First steps
- Project setup
- Sample templates
- Migration to Cloud
- Supported fields
- Permissions
- Jira Service Management
- Template management
- Create a template
- Template configuration
- Variables
- Template Navigator
- Delete a template
- Use as a template
- Set of Fields - advanced features
- Using template
- Autocomplete
- Default Template
- Apply template
- Use Template in Jira Automation
- Automatic create and close
- JQL Searchers
- Direct links
- Create Structure post function
- About Create Structure
- Create Structure configuration
- App integrations
- REST API
- ScriptRunner and Groovy scripts
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
- Go to Jira Administration > Manage apps.
- Select Configuration from the Issue Templates app navigation.
- Open Create & Close.
- Check the box to activate the feature.
- Click Add to configure a workflow transition upon which you’d like to use Create & Close.
- Select the target project.
- Select the issue type.
- Select the Transition.
- Change the name of the button (optional). By default, the button has the label Create & Close.
- 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.
- Click Add.
- 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:
The required fields will be filled in upon the issue creation.
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
Field | Field name | Format of the value |
---|---|---|
Assignee | assignee | username of the Assignee |
Description | description | any text |
Due Date | duedate | date in the format that is set in Jira (jira.date.picker.java.format) |
Custom fields
Field | Format of the value |
---|---|
Date Picker | date in the format that is set in Jira (jira.date.picker.java.format) |
Multi Group Picker | group names separated by a comma |
User | requires a user key (userKey) |
Number | requires a numeric value decimal numbers need to be specified with a period as decimal symbol |
Multi Select Picker | option ID or option name |
Select Picker | option ID |
Text Field (single-line) Text Field (multi-line) any other text custom fields |
any text |
If you can’t find the answer you need in our documentation, raise a support request.