You're on your way to the next level! Join the Kudos program to earn points and save your progress.
Level 1: Seed
25 / 150 points
1 badge earned
Challenges come and go, but your rewards stay with you. Do more to earn more!
What goes around comes around! Share the love by gifting kudos to your peers.
Keep earning points to reach the top of the leaderboard. It resets every quarter so you always have a chance!
Join now to unlock these features and more
I'm trying to put a template as soon as I click to create an item. I've tried using automation and what I'm getting is after I create the item the description changes and that's not what I want. I want as soon as I click on Create, choose the type of task and the description appears.
Out of the box you can’t change the description field to include a template. A couple of options you do have:
A custom “one” what? To be clear in my earlier response when I talk about using custom fields I mean that in Plural. That is let’s say your template has six fields that need to be completed. Moreover let’s save it for our really required and two are optional. In that scenario you could create those six fields within your Jira screen schemes and on the create transition you could make four of the six fields required. So again in that first proposal rather than putting the template in the description you simply require the feels to be completed as part of the Jira issue.
That means that your custom field is not on the Create screen but it is on the View screen. You need to make sure that you have the field on the create screen. Go to project settings > Screens and see if you have a create screen already that you can add the field.
I was able to configure this - but with an outstanding issue.
The post function works in that it is copying the customdescirption field to the description field . However it only does so once ticket is done being created . Not at the moment when you hit create ..
So now when I hit create-- the description field is still bank .
This is for company managed jira cloud - I would like the field to populate pre-creation.
Field is on the screen
This is my set up :
@Tenzing Doleck , this is how the post function works - they're executed on the existing issue. You can't use it on the Create issue screen when you don't have an issue yet.
The same situation is with automation rules. You can do everything when the issue is created.
What I can propose is trying our free app called Issue Templates Agent for Jira. It allows you to create templates which can be applied on the Create Issue screen when you put the "template" phrase into the Summary field.
Chief Product Officer & Co-founder @Appsvio | Atlassian Community Leader