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Templatizing Descriptions

Knia Robinson

Hi! My organization wants to empower all teams to submit jira tickets, but needs the "description" section to follow a standard format to include specific details. Is it possible to create template that would appear in the description once someone selects a project or issue type?

Screen Shot 2022-10-18 at 4.27.57 PM.png

Accepted answers

All comments

Sayed Bares [ServiceRocket]

Hi Knia,

Welcome to the community.

There is no direct way of setting a default value for description filed in Cloud. However, you can utilize few methods to achieve your use case.

Using Automation or Third-party apps:

You can use the automation app or any workflow automation based third-party apps (Like JSU or JMWE) to populate the description field. This way the issue will be created based on your favourite template and the users just need to add the values.

Using Field Configuration Scheme

For each project or issue type you can add a filed configuration scheme and then set the Descriptions fields's description parameter by clicking on "edit" to set a template:

description 2.png description 1.png

This way you will see the template at the bottom of the Description field:
description 3.png

Andrew Laden

We use issue templates for jira to do this.

https://marketplace.atlassian.com/apps/1211044/issue-templates-for-jira?hosting=cloud&tab=overview

(I use the on prem version, I would think the cloud version looks the same.)

Basically, after picking a issue type, the user can select a template.

2 way to go from there.

1: You can use issue template variables to basically make a "form" that the user can fill in, and then use that form to generate the pre-formatted description,

2: Have a template for the description that you can populate when the user selects the template, but before the ticket is created, and then the user can edit the description to fill in the details.

I am probably not explaining it well. They have an apptoberfest demo that probably does a better job.

https://community.atlassian.com/t5/Marketplace-Apps-Integrations/Apptoberfest-Issue-Templates-for-Jira/ba-p/2161612

Kate Pawlak _Appsvio_

Hi @Knia Robinson,

You can achieve it using our app called Issue Templates Agent for Jira. Simply define a template for the pair "project + issue type" and apply it on the Create issue screen by selecting one from the Template field.

If you need any support with configuration, book a short call with us: calendly.com/appsvio

I hope it helps.

Best regards,

Kate

Appsvio | Atlassian Community Leader

Knia Robinson

Thank you!

Knia Robinson

This is great, thank you!

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