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Easily manually/auto create/transition issues (subtasks, Linked or Epic Issues). Define templates for commonly created details

Easily manually/auto create/transition issues (subtasks, Linked or Epic Issues). Define templates for commonly created details

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This page explains how to create a new template in STM. The first step is to go to either the projects STM Templates page (Go to a project, click on Add-ons from the left-hand menu and select STM Templates) or STM Global Templates (click on the Apps dropdown menu at the top of the page then STM Global Templates).

NOTE: This page assumes you have clicked on the plus button and have entered the Add Template page.

Adding a template

On the right-hand side of the templates page is a button with a plus symbol. Click on this to add a new template.
This will open you into the add templates screen. You can now enter the name for this Template and define if the current user would be added as a watcher. If you want to add more documentation about the template then you can click on the “Show more documentation options” link. This will show two additional fields that allow you to optionally enter a description and a URL.
You can now define the values of the issue you want to create. You can use the “Fields” dropdown to add or remove fields whose value you want to set. The question marks next to the field labels will show information relevant to the field when hovered over.
The following fields are available in the Create Issue sections ONLY if they are in the Issues create screen. If they are not then you can add them by going to the projects admin section, selecting the Screens menu item and adding them.
  • Summary: the summary of the Issue.  You can refer to parent fields here by using one of: ${Summary}, ${Description}, ${Type}, ${Assignee}, ${Reporter}, ${Priority} or to a custom field, i.e. ${My Custom Field Name}.  If no value is present then the word null show unless an ! is placed after the $ symbol (i.e. $!{Description} will show the description if it is present otherwise it will show nothing). Field references are case sensitive.  If this is a Repeating Template (see below) then you can refer to the repeated field value by using ${RepeatItem}
  • Assignee: The user that the issue will be assigned to.  You can also refer to the parent issues reporter or assignee by entering ${Reporter} or ${Assignee} respectively.
  • Components: The component(s) that the issue should have.
  • Description: a description of the Issue.  You can also refer to the same fields as defined for the Summary (i.e. ${Reporter})
  • Due Date: either the word today (for the day the Sub Task is created), a date (in the format YYYY-MM-DD) or the number of days, weeks and months from the day the Sub Task is created (i.e. 1m 2w 3d for one month, two weeks and three days, 2d for two days …)
  • Original Estimate: the number of minutes, hours, days and weeks (i.e. 3d 4h, 1w 10m ….), as a percentage of the parent’s original estimate (20%) or as a multiplier of the parent estimate (*0.25)
  • Fix Versions: The fix versions for this issue.
  • Issue Type: Defined the issue type for this issue 
  • Labels: Any labels you wish to add
  • Priority: one of the pre-defined priorities for an Issue
  • Reporter: Start typing the user’s name and a selection of matching names will appear.  You can also refer to the parent issues reporter or assignee by entering ${Reporter} or ${Assignee} respectively.
  • Custom Field: you can specify any custom field (up to five total) of type single-line text, multi-line text, number, and single select item. The value for that selected field can be specified.
  • Project Key: The key of the project this issue belongs to (can’t be used for subtasks).
  • Add Watcher: Adds the specified users to the as watchers of the Issue created
  • Add Comment: Adds a comment to the issue created

The fields that are showing don’t necessarily have to have values in them. In the example above the description field is visible but empty.  This allows the user, using the template in the Bulk Create pages, to easily enter values for them with minimum fuss.

If you want to create another then you can click on the yellow plus next to the grey plus or click on the duplicate link at the bottom of the Create Issue section you want to copy.

You can add as many of these issues as you wish, each with the fields that are required.  After all of the issues have been defined, you can create the Copy From Parent (blue icon), Repeat Template (green icon) and/or Cascading Template (red icon) sections.

Copy From Parent

You can select as many fields as you want and those values will be copied into each issue created UNLESS that “Create Issue” sets a value for it.

Cascade Template

Repeat Template

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