How to create issue hierarchy from template and also apply filters in issue creation

Question

Hi community!

I'm thinking if Jira or any app/extension has support for the following use case:

* Allow to manage a template structure of issues (3-4 epics each with several tasks)
For example to have a template structure when onboarding a new employee which can be reused for many different independent cases
* It should be possible to specify selection criteria (filter) in the template - when instancing the template the filter values are queried and only the matching issues are created.
Example:  Filter field called "Nationality" with possible values "EU" and "Non-EU" and a task "Check Work Permit". When instantiating the template,  the task "Check Work Permit" should be only created when "Non-EU" was selected.

Seems that requirement 1 is supported by use of some Jira apps. But none of these apps seem to support also requirement 2. Does anybody know a way how to create an issue structure from a template with support for filter criteria?

Luka Hummel - codefortynine · Answer

Hi @Hartwig B and welcome to the community!

You could try our app Deep Clone for Jira for your templating needs. You can just add specific labels to your template issues and then use the Bulk Clone feature and use the labels to either include or exclude the issues based on the labels present.

Hartwig B · Answer

Would be on Task level. However, I'd wonder why the same mechanism should not also work for Epics.

Kate Pawlak _Appsvio_ · Answer

Hi @Hartwig B

In which level do you want to apply this condition? On Epic or Task?