[EAP ENDED] 📣 Getting started in JSM? Sign up for early access to Request Type Templates!
Latest update: The EAP has been ended, but keep an eye out for this feature as we have started rolling it out.
Hi folks!
We are excited to announce an early access program for a new request type creation feature in Jira Service Management. Instead of creating your own request types from scratch by adding each of the fields you need, you’ll browse a library of templates based on best practices and select the one that best fits your team’s needs. In a few clicks you’ll have your new request type that you can continue to customize later in project settings.
By making it quicker and easier to create request types, we’re one step closer to our goal of reducing the effort and time it takes to get started in Jira Service Management, especially if you are new to the product. We want the project set up experience to be so streamlined that anyone can do it! Sign up for the early acess program, and you’ll be able to test this feature and provide feedback on your experience, so we’ll know what worked well and how we can make it even better.
Sound great? Sign up now to try request type templates!
How will it work?
To create a request type, navigate to your company-managed service project’s Project settings, then select Request types. Click on Create request type and select Create from template.
You’ll be taken to a full-screen template library, showcasing a range of available request type templates that span use cases from Finance to HR. You can browse the template categories or search for the request type you need.
Select a template to preview its description and request form fields. When you’ve found the template you want to use to create your new request type, select Add.
You’ll be prompted to review and make desired changes to the request type’s details including Name, Description, Icon, Portal group, Issue type, and Workflow. You can also edit these details later in project settings.
When you’re ready to create your request type, select Save and the request type object will be created and associated with the selected issue type and workflow. Consistent with how things work today, no new issue types or workflows will be created.
After selecting Save, you’ll land in the new request type’s field configuration screen. Here you’re able to continue editing the request form and issue view fields for your request type.
Request type templates may contain fields that don’t already exist on your instance. Any new fields will be created as custom fields that you can edit in Jira settings.
What’s next?
Our team continues to work towards streamlining the project setup experience, which in the short term means further developing the request type templates so that they meet your needs. We’ll learn more about how using templates to create request types help our users shortcut the sometimes complex configurations in Jira when first setting up a project.
Why sign up for the early access program?
By signing up for the early access program, you’ll be among the first to get access to this feature and the first to receive improvements as we roll them out. The feature will be fully productionised and tested, but if you do come across any issues, you can let us know and we’ll either provide a fix or, if you prefer, disable the feature.
As the main goal of this program is to make sure this feature meets your needs, your feedback is extremely valuable to us. We appreciate any and all feedback, and if you're prepared to chat with us, better still! Let us know your experience over the duration of the program, what worked well, and what could be improved.
We looking forward to you joining the program! If you have any questions or comments, you can comment below or email me directly at: krawsthorne@atlassian.com.
Sign up to try request type templates
Kind regards,
Kimmi Rawsthorne
Product Designer, Jira Service Management
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Kimmi Rawsthorne
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