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

Cloud

Server/Data Center

Version 8.x
Version 7.x
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Last updated Apr 16, 2023

Modify current issue mode

Learn how to apply templates to issues created in one project

With Create Structure you can choose between two ways of applying a template:

In both cases you’ll need to prepare your structure of templates beforehand. So, if you need an epic with stories and subtasks, just create that model structure within the Template Repository project (TEMP). Give it a recognizable template name, in order to find it easily back at this point.

Example

If your template is an epic with stories and subtasks, then while creating that epic, the stories and subtasks will be created automatically. All field values you’ve provided in your template will be copied into the right fields in the target issue, too.

Note

Create Structure will always create the entire structure of issues and override the availability settings of the particular issues. For example, when a story is set as unavailable it only means that it won’t be selectable within the Template field. However, when its parent epic gets created using the post function, the story will be created as well.

Info

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

Modify current issue (inherit template)

Steps

To enable choosing templates for newly created issues:

  1. Add the Create Structure post function to the first workflow transition (Create).
  2. Select Modify current issue as the Operation mode.
  3. Select Inherit from current issue in the Template field.
  4. Leave the default value for Subtask stage as none.
  5. Click Add.
Jira Issue Templates - Create Structure: Modify current issue (inherit template)
Issue Templates for Jira - Modify current issue (inherit template)
Note

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

Result

Users can select a template from a custom field on the Create screen.

Modify current issue (fixed template)

This mode is best for workflows where you don’t want to show users the Template custom field on the Create or transition screen. Otherwise, they might try to choose a template but they never will, because a template once selected in the post function will be applied every time and can’t be changed.

Steps

To apply a fixed template to all new issues created in your chosen workflow:

  1. Add the Create Structure post function to the first workflow transition (Create).
  2. Select Modify current issue as the Operation mode.
  3. Select the proper template from the drop-down list next to Template.
  4. Leave the default value for Subtask stage as none.
  5. Click Add.
Jira Issue Templates - Create Structure: Modify current issue (fixed template)
Issue Templates for Jira - Create Structure: Modify current issue (fixed template)

Result

The chosen template is always applied to new issues created in the workflow.

Next steps

Need help?

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