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Looking to clone the predefined Description Template

SPathania
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August 30, 2023

Hello All,

I had created a predefined templeted for Issue Type Story. I want to copy this predefined template to all Stories when ever we click on Create (not after created). On click of create , it should populate with the predefined template in Description field. 

1 answer

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Svetlin
Contributor
November 27, 2023

Configuring a Default, Predefined Value for Jira Issues

I will answer this thread, assuming you meant more or less the following:

“I created a predefined template for the Issue type “Story”. I want to copy this predefined template to all Stories, so that I can reuse the template when I click on the “Create” button in Jira. This way the issue should get populated with the predefined values.”

Currently, in November 2023, the process is as follows.

You first of all need to know which project you are going to implement the template in. I personally created a template repository.


Step 1:

Create project

You either want to reuse an old/existing one or create a new project, when you want to configure default values for issue templates.

1_1_SCR-20231127-rtbi.png

Step 2:

Projects

1unnamed.png 

Step 3:

Create custom field

Go to “Custom fields” and click “Create custom field”. Create your custom field and go to Screens.

2unnamed.png


Step 4:
Screens

 3unnamed.png


Step 5:
Select field

4unnamed.png

Select the field you want to add from the search field.


Input the name of the newly created field you want to include in your issue template in this search bar.

 5unnamed.png

Add it to the issue screen.


Step 6:
Custom fields

6unnamed.png

Go back to the FIELDS section in the sidebar. Find the field you want to add to the issue template and go to its details where you will look for the field id. You can obtain the id at any time once the field has been created though.

 

Step 7:
Edit details

7unnamed.png

Once you find the id of the issue as shown on the screenshot, make sure you copy it or write it down somewhere, you might need it to skip the below steps. To do that, just replace the following variable names (simply replace with your own data): {your-instance-name}. {the-custom-field-id}. Keep in mind the real link does not have the curly braces, e.g. "{}".

https://{your-instance-name}.atlassian.net/secure/admin/ConfigureCustomField!default.jspa?customFieldId={the-custom-field-id}

 

If you decide not to use this lazier shortcut with the link, then just follow through with the next 2 steps.

Step 8:
Contexts and default values

8unnamed.png

Step 9:
Edit Default Value


10unnamed.png


Step 10:
Set default

11unnamed.png
Type in your default value content and then don't forget to click "Set default"

 

Step 11:
Set default

That’s all. Now going to the board and checking on your issue, you will see the pre-filled default text, as I did.

111unnamed.png



@SPathania , does that help?

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