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Issue Templates for Jira
Cloud Server/Data Center
Issue Templates for Jira

Cloud

Server/Data Center

Version 8.x
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Last updated Apr 16, 2023

Create new issue mode

Learn how to create new issues in different projects using templates

In some cases it’s convenient to create an issue that triggers a specific process in a different project (often handled by a different team). Create Structure allows you to create another task or a whole epic structure in a different project and link it with the original issue, so that the connection is visible for everyone.

Example

An epic organizing new members’ onboarding within an HR team can create another epic - for the IT department, to prepare all necessary equipment for the new employee.

Info

You’ll find more information about the post function parameteres and all possible configuration modes in the Create Structure configuration chapter.

Choose target project and issue type

Before you start configuring the post function, choose the target project and issue type under Context in the template’s configuration.

Steps

To set up a template to create issues in a different project:

  1. Go to your Template Repository project and select your template.
  2. Open the Context tab.
  3. Under Target project and issue type, select the project where the linked issues should be created.
  4. Choose the issue type of the new issue that should be created by your template in the target project.
Jira Issue Templates - Create Structure: Choose target project and issue type
Issue Templates for Jira - Create Structure: Choose target project and issue type

Result

Your template is ready to be used for creating linked issues of the chosen issue type in the target project.

Create new issue (inherit template)

After choosing the target project and issue type, you need to add and configure the Create Structure post function.

The standard configuration includes a template that’s inherited from current issue (which means that the template can be chosen on the screen when the issue gets created or modified).

Steps

To create issues from template in a different project:

  1. Add the Create Structure post function to the first workflow transition (Create).
  2. Select Create new issue as the Operation mode.
  3. Select Inherit from current issue in the Template field.
  4. Select the Issue linking type (choose how the current issue should be linked with the issue being created in a different project).
  5. Leave the default value for Subtask stage as none.
  6. Click Add.
Jira Issue Templates - Create Structure: Configure Create Structure to create linked issues in different projects
Issue Templates for Jira - Create Structure: Configure Create Structure to create linked issues in different projects
Tip

You may choose not to create any Issue linking, but it’s a good idea to always link your current issue with the one being created from template. This way you’ll be able to find it easily afterwards and make the issue relationship visible to everyone.

Note

Remember to add the Template custom field to the relevant screen.

Result

When the current issue gets created, another issue or a set of linked issues is created in the target project. The template can be chosen each time.

Create new issue (fixed template)

Second possible configuration is to choose one specific template to always be applied to the new issue that’s being created in the different project.

Note

Steps

To create linked issues from a fixed template:

  1. Add the Create Structure post function to the first workflow transition (Create).
  2. Select Create new issue as the Operation mode.
  3. Select the proper template from the drop-down list in the Template field.
  4. Select the Issue linking type (choose how the current issue should be linked with the issue being created in a different project).
  5. Leave the default value for Subtask stage as none.
  6. Click Add.
Jira Issue Templates - Create Structure: Configure Create Structure to create linked issues in different projects
Issue Templates for Jira - Create Structure: Configure Create Structure to create linked issues in different projects

Result

When the current issue gets created, another issue or a set of linked issues is created in the target project. The template selected in the post function configuration is applied every time and can’t be changed.

Next steps

Need help?

If you can’t find the answer you need in our documentation, raise a support request.