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 Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
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 Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
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 Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
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 Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
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 Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
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 Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
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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