Prepare your target project for using templates.
Issue Templates can be used in any kind of Jira project. Depending on the project type there are different steps to be taken in order to prepare it for the use of templates. Here we describe all the basics but you’ll find many more configuration ideas in the further chapters.
There are two basic requirements for a template to work:
We’ve made it easy for you, allowing you to add both in a single step on this onboarding screen.
Kep in mind that adding a post function to an existing workflow might interfere with some more complex configurations. If you are not sure how it would affect a particular project, we advise you to configure it separately later on. You’ll find it all explained in the next sections.
Issue Templates provides a dedicated field called Template. It is a Select List (single choice) custom field containing all the templates available in a given context (learn more in the Availability chapter). It allows users to select a template that will be applied on the screen.
The Template field can be added to:
You’ll need to add the Template field to all the screens where you wish to apply a template.
To add the Template field to a screen:
Go to your target project > Project settings.
Open the Screens configuration page.
Expand the Screen Scheme section.
Start typing and select Template (Deviniti [Issue Templates] - Template Selection).
We advise to place the Template field to near to the top of the screen, as it often autofills the upper issue fields, such Summary and Description. When the Template field is near to the top, the users will instantly see what changed after applying the template.
The Template custom field is added to chosen screens. Users can select a template to be applied on the screen.
You can change the name of the Template custom field and add a description, just as you would do with any other custom field.
This change will affect all the projects where templates are used.
Go to Jira Administration > Issues.
Open the Custom fields configuration page.
Search for the Template custom field.
Provide a new Field Name.
Provide a Description (optional).
The name of the custom field has changed.
If you can’t find the answer you need in our documentation, raise a support request.