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

Cloud

Server/Data Center

8.x
7.x
FAQ
Release notes
Last updated Aug 27, 2020

Fields

Define your template’s scope

In the Fields tab you can view and manage fields that will be autofilled or copied into your target issues from a template. Scroll down to see descriptions of each option:

Issue Templates for Jira - Template Details: Fields
Issue Templates for Jira - Template Details: Fields
  1. Set of Fields
    There is always a default set of fields prepared for a particular issue type. You can replace it at any time, by selecting a different set or adding single fields one by one. Start typing or click on the arrow to see available fields.

  2. Edit fields
    Click here to edit the selected set of fields by adding or removing fields.

  3. New set of fields
    Click here to create a new set of fields.

  4. Preview values
    You can preview most of the fields and their contents.

  5. Edit values
    In order to add or edit a field’s value, click on the pencil icon to the right. It will open the regular Edit issue screen.

  6. Different scope for post function
    In some complex configurations (like filling in additional fields upon a workflow transition or changing the issue’s priority after it’s escalated) you might need to change the default set of fields, so that the Create Structure post function will autofill different fields than the ones chosen for the Create issue screen (which you’ve set up in the previous step). Switch on the toggle to enable this feature.

Info

Learn more about the capabilities of the Create Structure post function here.

Availability tab

The Availability tab allows users with the Edit Issue permissions to make a template selectable on the Create Issue screen and/or the Customer Portal. They can also limit the availability of a particular template to selected projects, project’s categories, issue types, screens, groups, users or current user languages.

Steps

To change settings within the Availability tab:

  1. Go to your Template Repository project.
  2. Select a template to open the Template Details panel to the right.
  3. Go to the Availability tab.
  4. Make the changes (they will be saved in real-time).
Tip

You can check template’s status in Issue Templates panel in the issue view. Read more here.

Permissions

If you have the Edit issue permission you can:

  • assign an existing set of fields to a template
  • add single fields separately

As a Project Administrator you can:

  • assign an existing set of fields to a template
  • add single fields separately
  • create a new set of fields that can be reused in other templates
  • manage sets of fields from the global administration panel

Availability use case

Imagine you are working in several projects and two of your teams are located in different countries. You’d like to create a template available only for German- and Polish speakers.

Steps

  1. Create a template or use an existing one.
  2. Open your template.
  3. Go to Template Details > Availability.
  4. Switch on the toggle next to Create Issue Screen.
  5. Fill in the fields with context values.
  6. Select Polish and German in the Languages tab.
Note

If you want your template to be available on the Customer Portal, remember to switch on the toggle next to Request form.

Result: Template’s availability is limited to the specified language groups.

Need help?

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

*Include as much information as possible to help our support team resolve your issue faster.