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Issue Templates for Jira Cloud - Create template missing

Morvana Goodman April 2, 2023

We've installed:

 

Issue Templates for Jira Cloud, 

So now we've got this showing in our ticket / issues which is great!

Screenshot 2023-04-03 2.16.19 PM.png

However we are missing a button or somewhere to create the templates!

Help!

 

Morvana

1 answer

0 votes
Alex Koxaras _Relational_
Community Champion
April 2, 2023

Hi @Morvana Goodman and welcome to the community,

According to the vendor's official documentation (https://www.jira-templates.com/how-to-create-issue-templates-for-jira):

  • Open an issue and
  • head over the 3 dots button on the top-right corner of your screen. You will see a new menu action named Save as a new template.
  • Fill your template

  • Set a name for your new template and select what are the information want to save within.

  • You can select to keep the Summary, Description, Priority and other such fields.

  • You can also select Sub-tasks. This will save all child issues and recreate them automatically.

Hope that helps!

Morvana Goodman April 2, 2023

Hi Alex,

 

Thank you so much for looking at this...

 

Unfortunately when I click the 3 dots button on the top-right corner. 

I don't see the  menu action named Save as a new template...

 

This is what we see

 

Screenshot 2023-04-03 3.52.21 PM.png

Alex Koxaras _Relational_
Community Champion
April 2, 2023

Can you please verify that the app you are using is indeed Issue Templates for Jira Cloud? On my instance, and after installing it I can see this option:

save as new template.png

The first screenshot you posted looks something like "canned rensponses" in a JSM project.

Morvana Goodman April 2, 2023

Ok looks like we installed the wrong plugin. I will try the one you've mentioned here.

Alex Koxaras _Relational_
Community Champion
April 2, 2023

@Morvana Goodman it depends really on what you actually want to install. I mean you want an app with canned responses, or you want an app which will allow you to create template issues (e.g. press a button and create an issue with prepopulated fields)?

Morvana Goodman April 2, 2023

We're after an app with canned responses, so we can respond to tickets with a pre-filled template.

Alex Koxaras _Relational_
Community Champion
April 2, 2023

So the one I mentioned (or you mentioned in the beginning) is not the right one. Can you please tell me the name of the app you installed and from which you attached a screenshot on this post?

Morvana Goodman April 2, 2023

Screenshot 2023-04-03 4.18.56 PM.png

Alex Koxaras _Relational_
Community Champion
April 3, 2023
  • Go to cog wheel > Manage apps
  • From the left navigation menu, scroll down until you see "Project Enablement"
  • Click it and select/deselect the projects to which you want this app to be activated
  • emabled projects.png
  • Click on "Global Templates" and add your first Global template
    add template.png

    global response.png

 

If you want these templates to be project based then:

  • Go to your JSM project
  • From the left nav menu, select "Response Templates"
  • Create your template there

local template.png

 

Let me know if you got this thing working!

Morvana Goodman April 3, 2023

OK, but before I send this to my IT team...

 

Which APP is the correct app?

Alex Koxaras _Relational_
Community Champion
April 3, 2023

Err.. the one you send me last: "Response Templates for Jira"

https://marketplace.atlassian.com/apps/1228071/response-templates-for-jira-free?tab=overview

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