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Linking a Service Request to a Template


We use a template ticket (created with marketplace app from Deviniti*) for employee onboarding, which creates several sub-tickets each with a defined set of tasks.

I would like to integrate the template with the Employee Onboarding Service Request form. 

Is this possible?



1 answer

Hi Jonathan!

It's Aleksandra from Deviniti Support Team.

If you'd like to integrate the template with your request form in order that sub-tasks are copied every time a customer raises a request, you can add "Template" field to the request form.

As you possibly know, apart from the dedicated "Create from template" button in Jira, the app delivers a separate custom field which can be used in a slightly different way. It's called "Template".

After you add the field to the request form, customers will be able to choose a template themselves directly on the portal and all sub-tasks will be populated automatically. If you wish, you can also hide the field and set a preset value. Thanks to that, every new request created with "Employee Onboarding Service Request" will automatically contain the sub-tasks from the particular template you choose.

If you need any further help with setting this up, feel free to contact our support team  and raise a request. We'll be happy to guide you further!


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