Advanced

Advanced structure templates allow you to cover every aspect of the issue, let's dive into them.

Follow the video tutorial or the steps described below.

1. Access Issue Templates Agent by going into Apps and selecting the add-on.

2. Click Create template, which is found right above the table.

3. In the new window select Advanced structure.

1. The new page allows you to configure the 3 levels of a template:

   1. Select a project and issue type for the parent template.

      1. The issue type will always be an epic for the parent issue.

   2. Once the parent template is configured, switch to the Child template tab.

   3. If you finished the configuration, click Add a subtemplate to add it to the structure.

   4. The created subtemplate will be visible in the Templates list. In order to add another sublevel template, click on the checklist button in the menu.

   5. Once configured, click on the Save as subtemplate button.

1. For templates at each level, you can configure:

   1. (required) Add a name of the template.

   2. Select Project(s) where the template will be used.

   3. Choose an issue type available in selected project.

   4. You can set the template as default in defined project and issue type.

   5. You can enable/disable each template for use with a toggle in the top right corner.

      1. Disabling the template means that it won't show up in Create Issue view.

How does setting a default template work? If the box next to the project and issue type in ticked off, the default template will be applied on the Create issue screen immediately after selecting the issue type. Thanks to this, the user won't have to select it manually. If you have already set a default template somewhere else, selecting a checkbox here will override the previous configuration.

1. Once finished, save the advanced structure template with a button at the bottom of the page.