Template Navigator

See how you can manage your templates using Template Navigator

Overview

Template Navigator is a simple way of accessing the Template Repository. It allows you to display, edit and configure your templates.

You can find it by clicking Issue Templates > Manage Templates in the upper bar or by selecting Templates from the left-hand side navigation in the Templates (TEMP) project:

Browse and filter options

You can display your templates in many easy-to-navigate modes:

1. Group them by project, category or issue type.
2. Sort and filter the issues, search through them and change the way they are displayed.

Issue tree

Your templates are displayed in a tree structure which shows their issue type, name, issue key and relation to other issues. There are three main actions you can take from there:

1. Click on the template name to open its details in the preview area to the right.
2. Click on the three dots right to the template’s name to see the additional options.
3. Click on the template’s issue key to open the actual template issue, where you can edit its summary, description and other fields.

Selectable and unselectable Templates

You can easily figure out if a template is available or not in different contexts (either on the Jira Create issue screen or on the Customer Portal).

1. If a template has been made unavailable in at least one context, a crossed circle icon will appear next to it on the list.
2. You can find all selectable and unselectable templates by using one of the custom filters.

Bulk operations

You can use bulk editing to change some settings for many templates at once. Properties that can be configured this way include:

• Template category
• Set of fields

Steps

1. Open the three dots menu on top of the templates’ list.

2. Click Bulk operation.
   

   

3. Check the boxes next to templates to select them for a bulk operation. You can select:

   • each template separately
   • one category (the checkboxes next to folder icons)
   • all the templates at once (the checkbox at the top of the list)

4. Click Bulk edit.

   

Result

A dialog screen appears allowing you to bulk edit the category and the set of fields of the templates you’ve selected.

Bulk editing the template category

Steps

To edit the category of multiple templates:

1. Select the templates to be edited.

2. Turn on the toggle next to General.

3. Choose the category from the list.

   Warning

   Remember to check the other tab before saving the changes. If you leave the Fields toggle on, settings saved here will override your current Fields configuration in all selected templates. For example, if the selected templates have different Fields settings, then values in the corresponding fields in this dialog will be blank. So, if you leave the Fields toggle on, those empty values will be saved, resulting in the Set of fields being removed in all those templates.

4. Click Save.

Note

You can also create a new category right on this screen. In order to do so, type in the name for the new category and click Create:

Result

The chosen category is assigned to the selected templates.

Bulk editing the Set of fields

Steps

To edit the Set of fields of multiple templates:

1. Select the templates to be edited.

2. Turn on the toggle next to Fields.

3. Choose the Set of fields from the list or create a new one.

4. Configure a Different set of fields for post function (optional).

   Warning

   Remember to check the other tab before saving the changes. If you leave the General toggle on, settings saved here will override your current General settings in all selected templates. For example, if the selected templates have different categories, then the value in the corresponding field in this dialog will be blank. So, if you leave the General toggle on, that empty value will be saved, resulting in the category being removed in all those templates.

5. Click Save.

Result

The Set of fields is configured for the selected templates. You can check the result by opening any of the selected templates - the Set of fields configuration will be visible under the Fields tab.

Editing categories

Changing the category name

Steps

To change the name of a template category:

1. In the Template Navigator, group the templates by Category.
2. Click More next to the category you want to edit.
3. Select Rename category.

4. Type in the new name and leave the field.

Result

The name of the category is changed.

Deleting a category

Steps

To delete a template category:

1. In the Template Navigator, group the templates by Category.
2. Click More next to the category you want to delete.
3. Select Delete category.

4. (Optional) In the dialog box, select a new category for the templates that are currently assigned to the category you are about to remove.
   Note

   If you decide not to move the templates to a different category, you will find them in the No category assigned folder in the template list (as well in search results and in the Project and Issue type filters).

5. Click Delete.

Tip

You can preview the templates that will be moved to the different category by clicking this link:

Result

The category is deleted.