Template use in Description Field - Jira

Chad Mainville
Contributor
August 30, 2023

Is it possible to use a template in the description field when creating certain case types?

1 answer

2 votes
Mayura
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
August 31, 2023

Hey @Chad Mainville 

Good day!

Please note that currently, you can add a template to the description field only in Team-managed projects, the feature is not yet available in company-managed projects.

Team Managed Project:

Navigate to Project Settings -> Issue Types -> Go to the Issue type, you can add the description fields with the default information you'll need on the issue type.

Company Managed Project:

Since we do not have the feature to add templates here, you can try the below workaround or check for add-on in our marketplace.

Workaround-

You can create a custom field for description and use it instead of the system field.
The steps are:
* Enter JIRA, Navigate to Settings -> Isuses -> custom field

  1.  Click on the button 'Add Custom Field', on the top right corner.
  2. Select a text field (multi-line or single line). Click 'Next'.
  3. Give it a name and, optionally, a description.
  4. Click on Create.
  5.  Select the project(s) checkboxes in which you want to include your custom field.
  6.  Click on Update button.
  7. On the Custom Fields page, find the name of your custom field and click on the icon in the right > 'Configure'.
  8. Click on the link 'Edit default value'.
  9. Type the description you wish to be populated as the default for that given field.
  10. Click on the 'Set Default' button.

 

Marketplace Add-on-

Issue Template for Jira - Summary & Description Templates
Easy Templates for Jira Issues

We had already a few users that requested this feature and a Feature Request was created in order to get more traction from people that would like to have this feature in company managed projects. I encourage you to vote on this FR and add yourself as a watcher so you can keep posted in case anything new is added to it or announced:
Ability to set a default description template


Feel free to reach out if you have any more questions. Otherwise, please make sure to mark this response as accepted :)

Thanks.

Kate Pawlak _Appsvio_
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
September 1, 2023

To the marketplace list I would like to also add our app called Issue Templates Agent for Jira - summary, description, custom fields which offers possibility to create templates and works on the native Create issue screen.

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