Getting Started
Configure the app in 5 steps
Complete these 5 milestones to map your custom field and enable automatic template injection in your project screens.
1. Create Your Field
The app requires a dedicated custom field in Jira to act as the template selector.
Setting | Details |
|---|---|
Action | |
Field Type | Select Select List (single choice). |
Name | Give it a unique, clear name (e.g., Description Templates). |
2. Add to Field Configuration
Ensure the new field is active and visible in your global configurations.
Setting | Details |
|---|---|
Action | Go to your Space Field - Jira Configurations. |
Steps | Click the Add field button on the top right, search for your newly created field, and select it to ensure it is not hidden. |
3. Link Field to Issue Screens
The custom field must be assigned to your project screens to appear when creating or editing a ticket.
Setting | Details |
|---|---|
Action | Go to your Jira Screens - Jira Admin Settings. |
Steps | Open the relevant screen schemes for your projects and add the custom field so it displays on the active issue layouts. |
4. Link the Field with the App
Tell the app exactly which custom field it needs to monitor to trigger the templates.
Setting | Details |
|---|---|
Action | Click the Configure Custom Field button below. |
Modal | Search and select the field you created in Step 1 (e.g., Custom Templates - PRO). |
5. Activate the App for Target Projects
Enable template injection for the specific projects where your teams work.
Setting | Details |
|---|---|
Action | Click the Configure Projects button below. |
Modal | Use the search bar to find your target projects and click Configure next to each one to activate the template dropdown on their screens. |