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Jira Cloud Instructions

It's very Easy easy to create a new Jira issue using a previously saved Template.

You have 2 options: "Create"  or "Prefill new issue" flows. Both have their own benefits.

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CreateFlow
CreateFlow
Create flow

Use it for templates with child - tasks and if you want to streamline new issue creation.

  • Go to your Jira instance

  • Click “Templates” button on the left side bar sidebar or “Apps” → “Templates” in main navbar

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  • OR click Apps → "Templates" on a top header menu:

  • A modal dialogue will be opened asking you to choose Project, Issue Type, Template

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Tip

If you have added Variables in you template’s content (like <<Event Name>> - you'll be asked to fill its values.

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A new Jira issue will be created immediately and pre-filled with the following fields

  • Summary

  • Description

  • and the rest of the saved fields

Sub-tasks or child issues will be auto-generated for a corresponding issue containing their own summary and descriptions

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If no templates are found corresponding to a selected issue type - then the error message will appear

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Use it if a modification to content is required prior to a an actual new issue actually creation.

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Limited option

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  • Go to your Jira instance

  • Click “Templates” button on the left side barsidebar or “Apps” → “Templates” in main navbar

  • A modal window will be opened asking you to choose the proper Project, Issue Type, Template

  • Click "Prefill New Issue" button

  • You will be navigated to the standard "Create Issue" dialog with values pre-filled from the template

  • Adjust fields and Create a new issue.

  • Then the issue with all child issues or subtasks will be created!

Jira Server and Data Center Instructions

It's very Easy easy to create a new Jira issue using a previously saved Template.

Unlike in the Cloud version - now you can use only a single "Create" flow. Check it out!

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A new Jira issue will be created immediately and pre-filled with the following fields

  • Summary

  • Description

  • and the rest of the saved fields

Sub-tasks will be auto-generated for a corresponding issues containing their own summary and descriptions

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