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Select Template in Create Form

🧩 What is the Issue Template Field?​

The Issue Template field is a custom select field that lets users choose from available issue templates when creating a new issue. Once a template is selected, the form is automatically populated with values defined in that template — helping teams create issues faster and more consistently.

⚙️ How It Works​

Setting up the Issue Template field is simple and fully guided. Templify provides a built-in configuration wizard to walk you through the process step by step — no scripting or manual setup required.

To get started, navigate to:

Jira Settings → Apps → Templify → Configuration

From there, the wizard will help you:

  1. Create and configure the required custom field (single select)
  2. Select screens where the field should appear (e.g. Default Create Issue screen)
  3. Customize fields order on screen

The custom field will only appear on issue screens where it has been explicitly added. When present, users will see a dropdown listing all enabled issue templates.

As soon as a user selects a template, Templify will automatically populate the form with the corresponding field values and structure — no manual copy-pasting or scripting required.

Note: Due to technical limitations in Jira Cloud, this functionality currently works only on the Global Create Issue screen.

👁️ Manage Visibility of Templates​

Administrators can control which templates appear in the picker. If a template is marked as disabled, it will not be shown in the Issue Template field. This allows you to curate and maintain a clean, relevant list for each team or project.

🧠 Why Use This Feature?​

Using the Issue Template field brings multiple benefits:

  • ✅ Standardize issue creation: Ensure users start from a consistent structure that meets your team's requirements.
  • ✅ Guide users with pre-filled data: Make it clear which fields are expected by pre-populating them with meaningful defaults.
  • ✅ Save time and reduce repetition: Avoid filling in the same fields manually for every new issue.

This feature empowers teams to maintain quality and speed at scale — especially in environments with recurring task types or onboarding flows.

🧪 Interactive Demo​

Watch the interactive demo below to learn how to:

  1. Open Global Issue Create form
  2. Select a template during issue creation
  3. Observe how the form is dynamically filled with relevant data

Tip: You can use dynamic expressions (e.g. now + 5d) in templates to further enhance automation and adaptability.

📌 Best Practices​

  • Add the Issue Template field to screens used in default configuration to ensure visibility
  • Use meaningful template names for easier selection
  • Disable outdated or internal templates to reduce clutter
  • Combine this feature with default field prefill to enforce standards without adding friction