- Template management
- Create a template
- Template Navigator
- Template details
- Direct links
- Use as a template
- Delete a template
- Using template
- Create Structure
- Apply template
- Comment field support
- Default template
- Global configuration
- Set of Fields (Scope)
- Template Repository Management
- Event log
- JQL Searchers
Set of fields (Scope)
Learn how to modify your template’s scope.
Templates use fields or/and custom fields, defined by user. You can decide which fields should be auto-filled or copied into your target issues.
Once you create a set of fields, you can re-use it in other templates.
To create set of fields:
- Open your global administration settings.
- Click Set of fields in Issue Templates section on the left sidebar.
- Click Add below the list of fields.
- Add a name for your new Set of fields.
- Add fields to the list.
- Choose fields from the multiselect list and click Add.
Add Epic link to Scope only if you create an issue (story or task) that should be linked to an existing epic.
Don’t add it to scope if you are creating a structure of issues using the post function Create Structure, though. (The connection between story and epic will be reproduced automatically in this case, so adding Epic link to Set of Fields might only cause configuration problems).
Please remember that the epic you’re linking to must be an actual issue (not a template).
There are few options at the top of each field.
- By switching on Read-only, you disable editing specific field after autocomplete.
- While Applying template, Overwrite will automatically replace field’s value in issue with value from template. Switch the toggle to on, if you want to use Overwrite for concrete field.
- With Alternative source feature, you are able to modify source (template) value by using values from parent or another issue. With Alternative Source you are able to modify source field’s value also by adding postfixes and prefixes.
Switch on an Alternative source to start configuring each field. A pop-up window appears.
- Select no alternative source if you don’t want to change value. Fields will remain the same as in template.
- Choose a parent issue, if you’d like to implement values from the parent template.
Parent issue option is dedicated for sets of fields used in sub-tasks.
- Other issue option allows to select an issue from which the value will be copied.
To complete first field, type the Key of target issue. Select a field from which the value will be applied. Add a prefix, in case you want to enter a text before the copied value. Add a postfix, in order to enter a text closing the value.
In Alternative source there are fields, that have additional options:
There’s a random option in Assignee field, which allows to add a random user from given group. Type the name of group to the tab.
Alternative source allows to copy attachments to issue. Switch the toggle to define an alternative source for attachment. You can re-use it from parent issue or choose one of available in other issue.
- Due Date
With alternative source, you are able to set the Due Date as in parent or other issue. It is also possible to set the current date to a Due Date field. Type the number to the Shift by tab - given number will be added to the date.
While selecting a field in a pop-up window, you can choose another type of field as an alternative source.
For example: you’d like to add a summary to the Set of fields, but re-use a text from another issue’s description. Both fields can be selected from the drop down list, even tough they’re different.
Check the table below to see, which fields are compatible with each other.
|text||Summary, Description, Environment, Textfield (single and multi line)|
|user||Assignee, Reporter, Request participants, User Picker (single and multiple users)|
|date||Due Date, Date Picker, Date Time Picker|
|other||Other fields (custom fields)|
Use following mapping scheme, to properly configure your alternative source:
text <- text
user <- user, text
date <- date
x <- x (where x is some custom field)
Configured sets are visible in Set of fields section in Issue Templates Details.
Set of fields in Issue Templates Details
There is also another method to configure Set of fields.
Autocomplete allows to fill in issue fields with pre-defined template values. Once you select a template in issue, all fields from Set of Fields for Autocomplete fill in automatically. Read more about Autocomplete here.
In Autocomplete, you are able to choose a Set of fields from the list or create new one.
To add your own Set of fields:
1. Click ‘+’.
2. Type the Name.
3. Choose fields.
Attachments can only be copied by Copy Values post function.
Copy allows to fill in fields in new issue with pre-defined values from template. Once the issue passes a concrete transition in workflow, values are automatically copied from the template.
In Copy, you can also use existing Set of fields or create new one. Procedure of creating a Set of fields is the same as in Autocomplete subsection.
- Click ‘+’.
- Type the Name.
- Choose fields.
- Click Save.
For basic configuration, we recommend to use Set of fields for Autocomplete and Copy in Issue Templates Details.
Each sub-task in template can have own set of fields. You can select a set of fields configured previously or create a new one. Each sub-task can copy different set of fields.
Remember, that Summary is a mandatory field in sub-task’s scope.
If you can’t find the answer you need in our documentation, raise a support request*.