How can we require a Template be selected on Create?

Paul Madison

We are working on the workflows for our Change Requests.  We have a field called 'Change Type' (Standard, Normal, Emergency)  For Standard changes we want to require a Template be selected from pre-approved change templates.

I can't find a simple way to do this because the 'Template' field is not a simple custom field.

Daniel Ebers

Hi Paul,

for a very similar use case we used in the past "Issue Templates" from Deviniti.
I am only a bit unsure because of your statement "the 'Template' field is not a simple custom field" - does this mean there is some mechanism already in place to which it would be required now to have attention paid or does that only mean you were not able to fulfill the requirement using the built-in custom fields?

When it comes to "Issue Templates" my question would be if you need to have all this working on customer portal or in Jira itself ("agent view") - basically when using the create button.

For the customer portal I am not able to tell right away if this approach would work there also.

Probably you could describe a bit further the setting as well as say something to the open questions, I think a solution should then be easier to find

Regards,
Daniel