Our company doesn't use Jira Cloud (I meant Jira Next Gen).
When I create a new story, I want the description field to default specific components/text that our team uses when creating stories.
I can do this using Automation (When: Issue created, Issue Type equals Story, Then: Edit issue fields Description), but I can't format the default text in any way (no bolding, adding headers, etc).
Also, when I Clone an issue with this automation on, it replaces the description field on the cloned story to be what's in the automation script instead of the description in the story I'm cloning.
Is there a different solutions for adding a default template into new story (not a cloned story)?
Hi @Marlita Johnson,
There are few options in Jira Cloud. It seems you already tried Automations.
If you are using team-managed project, check out this community post: The Uplimate Guide To Issue Templates in Jira
For company-managed projects (which are what most users use I believe), currently Marketplace apps are the only proper solution for this.
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Hey @Marlita Johnson welcome to the Community 👋
if you were open to using an app for this. With Templating.app you can create issue templates and description templates. In our easy to use interface could specify via drop down menu: When issue created -> issue type equals story -> then edit issue field: description
https://marketplace.atlassian.com/apps/1224664
In this video we give you a quick guide how this works with a story:
https://www.youtube.com/watch?v=9ORkPJdC_bc
Fell free to me know if you have any further questions.
Hope this helps!
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Hello @Marlita Johnson
Welcome to the Atlassian community.
When you say you don't use Jira Cloud, do you mean that you use Jira Data Center?
If so, you can add a default value for the Description field per this article:
That method does support formatting of the default text.
Only a Jira Administrator will be able to make that change in a Jira Data Center instance.
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Thank you! My page looks like this so I'm not seeing the same as what's on the page above:
Is there anything that I can do in just my Project that wouldn't affect all the other projects?
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Thank you for that screen image. That is helpful to this conversation.
Based on that image you are using Jira Cloud, which contradicts your first statement in your post.
The link I provided was relevant only to Jira Data Center.
Jira Cloud does not support setting default text for the Description field directly for Company Managed projects (vs. Team Managed projects).
There is a work around describe in the posts below where (in summary):
Posts on this topic:
Creation of a custom field and changing the which fields appear on screens requires Jira Product Admin access, which you don't have based on your screen image. So you would need to get help from your Jira Admins to implement this.
You could also use a third party app to generate template text to display in your Create Issue dialog for your Description field. This post offers a solution with an app:
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