Learn how to configure default templates for different projects, issue types, and transitions
The Default Template feature allows you to select a template that will be automatically applied to chosen issue types in a project. Here’s what you can configure:
To configure a default template:
Open the project where you want use templates and select Project settings.
Select the template from the drop-down list.
Choose the issue type the template should be associated with.
Choose the workflow transition upon which the template should be applied.
Selected templates are set as defaults for the defined issue types and will be applied upon chosen transitions (or on selected screens).
If you make a template unselectable in the Availability tab, a warning icon will appear next to the template name.
Default Template allows you to automatically apply selected templates on request forms. You can define a different template for each request type.
Learn more about this feature in the Default Template chapter.
To configure Default Template on the Customer portal:
Selected templates are set as defaults on the Customer portal for defined request types.
If you disable a template in the Availability tab, a warning icon appears next to the template name.
Say, we have a software development project called New App, and we’d like to auto-populate all Bug issues with some basic information.
First, we need to prepare a Bug Template that we’ll use as the default template. In order to do so, we need to create it under Issue Templates > Manage Templates:
Read more on creating templates in the Create a template chapter.
Now that our template is ready, we can associate it with the Bug issue type in our project. Let’s go to the New App project settings and select Issue Templates > Default Templates.
There, we’ve got three steps to follow in order to make it work for us:
Let’s not forget to add the Template field to the Create issue screen in our project.
The last thing to set up is if the template can be edited. If you don’t want your users to be able to change the template, you may leave this option disabled. Otherwise, you can go to Issue Templates > Configuration > Default Templates and check the box to Allow the change of applied template. This state applies only when an issue uses a default template.
If you don’t set a default template, users can still change values. The template selection field will be visible for a user, but they won’t be able to change it. If a user has variables in this template, they can still fill them.
Remember that this setting affects all projects in your Jira instance.
Depending on the visibility settings, we may have two different results:
Default Template is applied automatically in the background and can’t be changed (Allow the change of applied template option is disabled):
Default Template is applied automatically but users can change it by selecting a different template from the list (Allow the change of applied template option is enabled):
If you can’t find the answer you need in our documentation, raise a support request.