Easy Templates: Connect to Forge transition

Owned by Pavel Pavlovsky
Dec 13, 2024
2 min read

What we are doing

Easy Templates for Cloud is transitioning to the Atlassian Forge platform in Q1, 2025

Why we are doing that

  • Better UX for the end users: Moving from Atlassian Connect to Atlassian Forge allows for deeper integration with Jira's native UI. A key improvement will be the ability to select templates directly within the Jira Issue Create screen.

  • Enhanced Privacy & Security: Future support for data residency will provide better control over your team's data. Eliminating the need for data egress.

How it will influence users' experience

Main UI changes

The template selection flow will change from a popup to a separate page, enhancing the user experience. Here's a comparison:

Current version

Forge version

Current version

Forge version

Go to main header Apps → Templates

or Project Sidebar (Software projects) → Templates

image-20241209-181937.png
Template selection. Create an issue from a template

 

Go to main header Apps → Templates

or Project Sidebar (Software projects) → Templates

image-20241209-182315.png

 

Go to Projects Header Apps → Templates (WM Projects)

 

Challenges

  • Hotkey Functionality: The "Create Issues from Template" popup will no longer be accessible via the "X" button.

  • Create issues with “Prefill”: Some custom fields may not support pre-selection, though system fields will be fully supported. We will track Atlassian updates to improve this feature.

    • Supported fields:

      • Project

      • Issue Type

      • Priority

      • Assignee

      • Reporter

      • Summary

      • Description

      • Environment

      • Components

      • Labels

If you use Prefill flow often, please complete our short survey to help ensure a smooth transition to the new app version!

Opportunities

  • Integration into Global Issue Creation Screen:

    • Template selection from the Create Screen.

    • Automatic application and prefill of field values per Issue Type selection, with default templates per issue type.

  • Data Residency: Admins can choose templates for data residency along with Jira insance data residency.

Actions Required

Easy Templates app should be updated to the newest version (this may require admin approval) by navigating to Manage Apps, as there will be no auto-update.

Timeline

Q1, 2025

 

Still, have questions or concerns? Reach out! We’d be happy to help!