Set Default Description in Jira Cloud Company-Managed Projects

Summary

You can set a default description template for new issues in team-managed projects; this feature isn't available in company-managed projects.

Environment

Jira Cloud

Solution

Currently, adding default values to the system description field isn't supported.

You can achieve similar results by using a custom field to replace the default description field during the creation phase. Adjust the workflow to copy the value to the default system description field.

Set Up Custom Field and Create Screen

1. Create a custom field named for example TemplateDescription

2. Choose Paragraph as the field type.

3. Associate the field with the Create Screen of the project

   This custom field should be applied only on the Create screen.

   The view and edit screens should still show the Description system field. If you are using a default screen for create, view, and edit, create an additional screen and separate it from the create screen.

4. Click on the three dots and select Contexts and default value

5. Select Edit Default Value and enter the required template information

6. Remove the native Description in the Create Screen configuration

Change to Workflow

1. Go into your workflow configuration

2. Click on the Create Transition

3. Select Post Functions

4. Add the following post functions at the top

   1. Copy Value From Other Field: The field Description will take the value from TemplateDescription. Source and destination issue are the same.

   2. Update Work Item Custom Field : The TemplateDescription of the work item will be cleared.

5. Ensure the Post Functions are ordered correctly

   

6. Publish the workflow