Set Default Description Template for Jira Cloud Work Item Types

要約

A use-case or requirement for the users is to have a default Description template for a particular work item type in place for the users to re-use in all the tickets. This document illustrates the solutions to setup a default template for the Description field in a work item type, which can be used for multiple work items.

ソリューション

Automation for Jira

If the Description field needs to be updated as a template after the work item is created, you can create a rule using Automation for Jira:

1. サービス プロジェクトで、[プロジェクト設定] > [自動化] の順に選択します。

2. Select Create rule in the top-right corner

3. Select Work Item created as the trigger for the rule

4. [次へ] を選択する

5. [新規コンポーネント] を選択し、[If: 条件を追加] を選択してこのルールの条件を追加します。

6. Select Work Item fields condition and select

   1. Field: Issue Type

   2. Condition: equals

   3. Value should be the work item type as per the requirement

7. Select New component and select Then: Add an action

8. Select Edit Work Item action

   1. Choose fields to set: Description

9. Select Add

10. In the Description box, please update the following:

    {{issue.description}} ---------------------------------------- <Story Template>

    The first line will keep the original description from the work item creation. Replace <Story Template> with the Template you would need

11. If you want to override the original Description, just add the Story template of your choice in the Description box on the previous step.

12. ルールに名前を付けて [オンにする] を選択します。

Creating this rule will run on any work item creation and update the template as needed.

For more details on Automation for Jira and its use: Create and edit Jira automation rules

Default Values for the 'Create Work Item' screen app

If you require a fixed template to appear in the Description field while the work item is being created, you can use the third-party app Default Values App. The Default Values app for Jira allows you to automatically inject predefined values into fields on the "Create Work Item" screen, and it's a free application. See their documentation for an example setup.