After much research, it has been made clear that we cannot update the main description field with default text.
So I now see that I will need to create a custom field for thus purpose.
I have created a custom field, I have given it my default text, I have even adjusted its location on the ticket creation screen. But I'm struggling to get it to be correct on the VIEW page.
What I want: It should look & function just like the main Description field. I want this custom field to be in the same exact location as the main Description field (I will then remove the description field from view).
What I am seeing: The custom field is showing up in the top section with the status, labels, components, type, priority, etc.
I know there are plugins to help with this, but none of them seem to be compatible on the cloud (which is where I am).
Just to complete Gabriel's answer, here is a use case I had a hard time with (but found a pretty clean solution) :
1. Click on "Create new ticket"
2. I want to see "Description" field with prefilled text inside it (Create screen)
3. I want to see the final content inside the "Description" (View screen)
4. I want to see "Description" when I edit my ticket (Update screen)
The main contraint here is that Description is a core field in Jira, which cannot be touched at start of the workflow.
What I've done for a quick solution, is to add a "shadow" description:
1. Create a custom field named "Description", multiline text, with wiki render configuration
2. Replace the native "Description" by your custom "Description" in the Create Screen configuration
3. Set default value you want for your custom "Description" (the text which will appear when the modal opens)
4. Go into your workflow configuration, and at the first transition (for me it was a transition between first point and "ToDo" state) add 2 post functions at the top of the post functions list (rank 1 and 2).
- First post function : Copy value of custom "Description" inside core "Description"
- Second post function : Delete content of custom "Description"
5. Configure your screens like following
- Create screen : must have your custom "Description" only
- View screen : must have the core "Description" only
- Edit screen : must have the core "Description" only
This way, when you click on "Create", your ticket will have the content you wrote inside custom "Description" into the core "Description" and the custom "Description" will not be shown because there's no content inside it.
For the other screens than Create screen, you just have to use the core "Description" instead of your custom "Description", we don't need the shadow Description anymore once the ticket is created.
Hi, @Julien Rubiano thanks for the awesome reply.
Just did what you described, but with a minor tweak, since I had to name my custom field "Description X" otherwise the post function dropdowns would only display one "Description" field, making it impossible to select a source and a different destination.
After everything was set up, I just renamed the custom field back to "Description" and it works
I tried following the steps described by @Julien Rubiano but I can't seem to understand from where I can configure steps 4 & 5 from his post.
I am new with configuring JIRA Cloud and I would really like creating templates for the description field. At the moment, with what I've done, I've created a new custom field, but it doesn't look the same as the original Description field (i don't have the menu for formatting the text):
Also, the texts that were previously in the description field are now gone.
Can you please help me?
I am trying to setup a JIRA custom field to appear on the create issue screen to look like the Description field and then when the issue to created to copy the value from the custom field to the actual description field. I followed @Julien Rubiano details but I can't get the post functions to work. The aim is to have a 'template' for the description field.
I have created the post functions as described on the 'create' for the transition. However the Description field never seems to get populated. It doesn't seem to matter what order the additional post functions are. Or if I try and write to a different system field.
Is there a limitation here I am missing?
I am attaching the configuration I have for the post function that is supposed to make the copy - I get the same result -ie. nothing gets copied no matter which renderer I use for my custom field.
@Ana Maria Manea sorry for the delay.
Post functions are available in your workflow configuration, when you click on a transition (the arrow beteween 2 status).
@Nick Foster I'm not really sure where's your issue.
To clarify : you first need to set a default value to your custom description field (like "Here is the description of your issue, please send all mandatory informations").
To avoid any confusion, lets say your custom description field is called "Custom description".
Now you have to parameter your "Create screen" with "Custom Description" instead of "Description".
Because "Custom Description" has a default value, it will be populated at creation.
Now you dont want to stay with "Custom description", you want to go back with "Description". That's where post-functions are usefull.
In your workflow, you take the first transition (between the big dot and the first status) and you create a post function to copy the value of "Custom description" inside "Description".
You create an other post-function to delete content of "Custom description", because you don't want it to be shown anymore.
You need "Custom description" in "Create screen" only, all other screens keep "Description", which has now the wanted value.
Don't hesitate to ask step by step if you're blocked.
You can try to use post functions to set up a default text on the Description field.
This post function would update the value of the field once the issue is created, for example. Using this, every time that specific type of issue is created, the Description is set with a default value.
In the below documentation, there are more information, regarding to using post functions.
That's an interesting solution. However I'm looking to setup more of a template.
So each time you go to setup a new ticket, there are some default values in the description field meant to guide you on how best to fill out this field. So this can't be populated once the ticket is created, but rather on the first screen when you are first filling out the ticket details.
The Workflow Essentials plugin for server has an outstanding function, "Default Values for Create Screen". It's super easy to use and allows you to specify a different default for each issue type in a project --- even if they're all using the same screens and schemes.
Sadly, it's not available for Cloud and I haven't been able to find an equivalent add-on or technique.
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