How can I create templates for issues?

[Patricia Ferrari]

Hi,

I am starting a new project in Jira and would like to create a template for the stories I would create, that displays what the issue needs to have . i.e: description, acceptance criteria, IT environment, etc.

I know that in previous versions this was available, but I wasn't able to find a way to do that with the new issue´s view. 

[Patricia Ferrari · Accepted solution]

I dont see any of the details you are sharing on the top right corner. This is the only view I have.

[Alex Koxaras -Relational-]

The cog is right next to your avater (PF). Between the question mark and your green avatar :)

[Patricia Ferrari]

Hello Alex,

ah ok :)

still, I cant find there where the "issues" are. When clicking on the cog, I only get the options from the screenshot attached.

[Alex Koxaras -Relational-]

@Patricia Ferrari if you can't see the option like the image below:

Then most likely you have to contact a jira administrator to do this work for you.

[Patricia Ferrari]

Hi Alex,

Ok, that should be it. Thank you!

B/R

Patricia

[Alex Koxaras -Relational-]

Kindly mark the answer as accepted to help others in this community :)

[Alex Koxaras -Relational-]

Hi @Patricia Ferrari 

This can be done via workflows, by adding post functions. For that to do, you need to:

• Create a separate workflow for Story (not to have conflict with other issue types)
• In the create transition add a new post function
• Click edit custom field (and make necessary changes)
  • repeat this step for as many fields as you want
• Click publish workflow when you are done

Another way to create "template" issues, is to populate one issue with all the values you need, and before clicking "OK", check the "create another" option. Then hit OK. That will keep the popup open, and will be populated will all the values you've entered.

A third way is to create an automation rule which will be trigger either manually, or with another trigger of your choice.

So, if you choose something from the above, I'll be able to help you further :)

[Patricia Ferrari]

Hi @Alex Koxaras -Relational- , thank you for your very quick reply :)

I think possibly the first suggestion should be good to go as I would like to add other fields to the story. Could you help me set it up? Where do I go to create a workflow?

Thanks 

Patricia

[Alex Koxaras -Relational-]

Assuming that you are using the CM projects and not a TM project:

• Go to cog (top right corner) > Issues
• Workflows
• Find the workflow which your story is using > ellipsis menu > copy
• Go to the copied workflow (you will find it in the inactive section, in the bottom of your screen) and click edit
• rename this workflow just to know how to find it
• Click diagram
• Find and click the "on create" transition (it will be the line right below the circle)
• Click post functions > Add post function
• Click either "update custom field" or "update field" and make all the necessary adjustments

After finishing all the above and to associate your workflow with your issue type

• Go to your project > project settings
• Workflow > add workflow > add existing
• Find your new workflow and click ok
• Choose the story issue type
• Click ok/next/finish (and let it migrate any existing issues)

There are a few more steps for the board, but we'll see that in the next steps.