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

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Server/Data Center

Version 8.x
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Last updated Apr 16, 2023

User variables

Learn about user variables and their configuration options

User variables are placeholders you can create and configure yourself. Additionally, as the administrator of the Template Repository (TEMP) project you can make them available in all the templates.

Overview

To manage User variables you need to open a particular template. In order to do so, select the template in the Issue Navigator and click its issue key:

Jira Issue Templates - Variables panel
Issue Templates for Jira - Variables panel

Here are all the possible actions you can take there (scroll down to read their descriptions):

Jira Issue Templates - Variables panel
Issue Templates for Jira - Variables panel
  1. Search for available variables.
  2. Preview variables added to this template.
  3. Configure the variable (option available only for administrators of the Template Repository (TEMP) project).
  4. Expand additional options.
  5. Add a new variable (available for project administrators).
  6. Manage variables in the Variables Library (available only for Jira administrators).
Note
  • Some configuration options are only available for administrators of the Template Repository (TEMP) project.
  • If you only have the Create issue permission, you can still create your own user variables - only in this case you need to create the variables separately for each issue.

Configuration options

This panel opens up after clicking New variable or Configure variable. Scroll down to read descriptions of the configuration options:

Jira Issue Templates - Variables
Issue Templates for Jira - Variables
  1. Define variable
  2. In other words, give it a name. You will be able to search for your variable using the key typed within square brackets.


  3. Field type
  4. Here you can select the type of the field that should appear every time you use the variable in issues built on your template. There are four types available:


    • Text (single line)
    • Text (multi-line)
    • Select
    • Multi-select
    • Cascading select

  5. Options
  6. If you decide to use select or multi-select, you can define which options should be available. You may also rearrange them by drag and drop.


  7. Label
  8. It's a good idea to add a label to your variable in order to make your templates look more elegant. Example: to avoid showing a generic START_DATE in your final issue, just type in Start date in here and it will be replaced in all the issues built on your template.


  9. Description
  10. You may want to give other users a hint about what your variable does. The description will appear right below the variable's field.


  11. Required on create screen
  12. Use this option if you want to make your variable mandatory on the create screen. Then, every user creating an issue using your template will be prompted to fill in the variable's field with the required information.


  13. Available in other template issues (option available only for administrators of the Template Repository (TEMP) project)
  14. By switching the toggle you can share your variable across all template issues. It will then have the label "GLOBAL" next to it, but it doesn't mean it's now available in all projects - just in templates (TEMP).


Panel options

After saving, your new variable will appear in the Variables panel. You can apply some options directly from there, too:

Jira Issue Templates - Variables
Issue Templates for Jira - Variables
  1. Copy
  2. Copy your variable's key to clipboard. You just need to paste it wherever you want to use it.


  3. Enable for all template issues (option available only for administrators of the Template Repository (TEMP) project)
  4. Change your variable's status to "GLOBAL", which means that it will become available for all templates in your Template Repository (TEMP).


  5. Remove from Create screen
  6. Use this option if you don't want the variable to be mandatory every time someone creates an issue using your template.


  7. Reorder variables
  8. Drag and drop this element to change the variable's position. The order specified here will be reflected on the Create issue screen.


Note

Most of the options are also available in the User variables tab in the Template details view.

Using user variables

Here’s how to insert system variables into a template:

Steps

  1. Open the template by clicking its issue key.
    Jira Issue Templates - Using system variables
    Issue Templates for Jira - Using system variables
  2. Select User in the Variables panel.
  3. Copy the variable to clipboard by clicking the copy icon.
  4. Paste it into the Summary, Description or any other text field.
    Jira Issue Templates - Using user variables
    Issue Templates for Jira - Using user variables

Result

After selecting the template on the Create issue screen, a form with your chosen variables will be displayed. There, users will be able to provide values for the variables.

Default values

As an Administrator, you can set default values in the variables’ fields. They will be displayed to your template’s users as recommended input. It can be a simple word or a longer Multi-line text, for example a “Thank you for contacting us” note:

Jira Issue Templates - Variables
Issue Templates for Jira - Variables

You may also set default values in the Select and Multi-select fields. For example, suggest the most commonly used options in a list of available applications. You just need to click Set as default on the chosen field:

Jira Issue Templates - Variables
Issue Templates for Jira - Variables
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