Select Template in Create Form
Learn how to enable users to select a predefined template directly from the native Jira Create Issue screen using a custom field powered by Templify.
🧩 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:
Create and configure the required custom field (single select)
Select screens where the field should appear (e.g. Default Create Issue screen)
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:
Open Global Issue Create form
Select a template during issue creation
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
🚀 Coming Soon
We're actively expanding the capabilities of the Issue Template field to support more advanced automation and structure handling. Here’s what you can expect in upcoming releases:
Apply full issue hierarchies When a selected template contains child issues (such as sub-tasks or stories), Templify will automatically create the full structure in the background — attached to the newly created issue.
Apply linked issues Issue templates with configured issue links (e.g. blocks, relates to, is duplicated by) will replicate these relationships as part of the issue creation process.
Dynamic text field rendering Fields like Summary and Description will support runtime resolution of dynamic placeholders even when the template is applied via the field picker.
🔄 These enhancements will make the template field even more powerful — enabling teams to not only fill fields, but also build entire relationships directly from the native Create Issue screen.
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