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Default template for Jira tickets

mojdeh.valadkhani

Hi All,

I want to add a default template for some types of Jira tickets in order to keep all tickets in the same format and standard for the project.

For example: for another project in Jira on-premise, our Jira admin - who is not with the team anymore - adds a default template to bug tickets, any time user wants to create a bug ticket, the default text shows in the description to guide the user on what needs to be added in the description field. Since we had good results from this practice, would like to have it in a new project on the Jira cloud.

Would you please guide me with a solution for this matter?

Accepted answers

Hamza Chundrigar

Hi @mojdeh.valadkhani

Welcome to the community!

You could create/use automations for each issue type (template) to set the description on Create Issue event.

For example: you could use automation to create a template when a new issue (story) is created.

The rule would run when the issue is created and the issue type = story. Then you could use an action to edit issue field, such as the Description field with a template text

Where the template text could be something like:

As a <user role>, I <want/need/can/etc> <goal> so that <reason>.
h4. Acceptance Criteria # [add at least on acceptance criteria]
h4. Original Description Added on Story Creation {{issue.description}}

You could do the same for bugs and other issue types.

Alternatively, if you like you can also use an app/add-on from the Atlassian Marketplace to accomplish this. One example of such an add-on is Issue Templates for Jira

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

Please let me know if you have any follow up questions or comments!

Hope this helps,

Hamza

All comments

Mark Segall

This currently isn't natively possible in cloud. There may be some marketplace options, but you could do this as a workaround:

Create a custom field that will serve as sort of a mirror with the desired default text
Add the custom field to a create screen
Add the Description field to the View/Edit screens
Create an automation rule triggered by issue creation that copies the custom field to Description

Hamza Chundrigar

Hi @mojdeh.valadkhani

Welcome to the community!

You could create/use automations for each issue type (template) to set the description on Create Issue event.

For example: you could use automation to create a template when a new issue (story) is created.

The rule would run when the issue is created and the issue type = story. Then you could use an action to edit issue field, such as the Description field with a template text

Where the template text could be something like:

As a <user role>, I <want/need/can/etc> <goal> so that <reason>.
h4. Acceptance Criteria # [add at least on acceptance criteria]
h4. Original Description Added on Story Creation {{issue.description}}

You could do the same for bugs and other issue types.

Alternatively, if you like you can also use an app/add-on from the Atlassian Marketplace to accomplish this. One example of such an add-on is Issue Templates for Jira

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

Please let me know if you have any follow up questions or comments!

Hope this helps,

Hamza

mojdeh.valadkhani

Thanks Hamza, can I specify this template for a project? we have different projects with Jira cloud, not all of them need this template

mojdeh.valadkhani

Thank you Mark, I'll try it, can I create it for the specific project?

Mark Segall

Yes - You just need to make sure that the project is not using a shared configuration.

mojdeh.valadkhani

It is using the shared configuration, in this case, I think using this plugin would be the right solution for us,

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

Hamza Chundrigar

Hey @mojdeh.valadkhani

I haven't personally had a need to use this app (at least as of yet), but after skimming through the vendor's documentation, the answer is yes.

You should be able to specify and create an issue based on a template that you define. It doesn't have to apply to all projects automatically. That is something you can control and will be able to select the project and more over sets of issues within the desired project to create an issue with a (custom) template of your choice.

Issue Templates for Jira Cloud: Create from template dialog

Furthermore, (if you ever want) you could also apply the template automatically using a post-function. Once you install the app, you'll have the Apply template post function which will allow you to automatically complete fields with values from the template after the transition is performed.

Issue Templates for Jira Cloud: Apply template post function

You can check out their documentation for more details. I noticed that the vendor offers potentially interested users the option to book a call with their support team in case you would like them to provide you with a demo.

Best regards,

Hamza

mojdeh.valadkhani

Thanks Hamza!

Welcome!

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