How to create and inserts a predefined template in the Description field

[Qasim Qureshi]

How can I create an automation that inserts a predefined template into the Description field when the Create button is clicked?

[Walter Buggenhout · Accepted solution]

Hi @Qasim Qureshi and welcome to the Community!

Automation can help you set a description after a work item is created, but it cannot inject content into the create work item screen.

You'll need a marketplace app if you want to do that. Here's a marketplace search to get you started. You can also check out this support article for a bit more background.

Hope this helps! 

[Heather Barnes]

The support article is helpful, but how do you actually create the actual template that you want to use? Is there anyway to do it for free, without apps? 

[Rick Westbrock]

We built our own template feature using JSM Assets where the screen has an Assets field where the agent can select a template defined in the Assets schema/object type. Clearly this will only function if you are using a JSM service project but it is an option.

[Olivier_OSTConsulting]

Hi @Qasim Qureshi 

As @Walter Buggenhout mentioned earlier, there are apps specifically designed to meet your needs. I'm sure you'll find one that matches exactly what you're looking for.

I’d suggest taking a look at ours: Issue Templates for Jira Cloud.

[Lukas Nicolai_Seibert]

Hi @Qasim Qureshi ☺️, Welcome to the community!

To create a default description that appears when clicking on "Create," you can use templating.app. In addition to many templates, we also offer description templates.

This is how this can look like:

You can find us at the Atlassian Marketplace ➡️ https://marketplace.atlassian.com/apps/1224664 

[Maria Rusnakova]

Hi @Qasim Qureshi,

if you have company-managed project, default value for the Description field isn't supported, but you can use a custom field as it is described here: Set Default Description in Jira Cloud Company-Managed Projects.