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Linked Templates are an advanced type of Smart Checklist templates designed to create and sustain a dynamic link with related issues when imported. Unlike the regular (non-linked) templates  templates that involve adding a snapshot of the template during import into the checklist, Linked Templates directly import the live template instance. 

Main Highlights:

🔗 Live Connection: Linked Templates stay connected to associated issues, ensuring instant updates and synchronizationsynchronisation.

🔒 Immutability: Users can't make changes to the imported Linked Templates, other than changing the status of items.

🔄 Synchronized updates: Admins can update the original template, automatically reflecting changes across all checklists where the template is imported to.

 

You can create a Linked Template by:

  • creating a new template from the Smart Checklist settings

  • converting the existing template into a Linked Template

Create a Linked Template

  1. Click on Settings icon in the upper right corner of the page → Select the ‘Manage Apps’ menu item → Click on Settings link under the Smart Checklist section in the left menu → Click on the Templates tab.

  2. Click the “+ Add New“ button.

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  1. In the dialogue that appears, enable the “Linked” “Linked” switcher.

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  1. Add checklist items as needed.

  2. Select Scope.

  3. Add Default Template Conditions is as needed.

Convert a Template to Linked

You can convert a template to Linked and vice versa.

From the 'Manage Template' popup on the issue view page:

  1. On the issue view page open the “Manage Templates” “Manage Templates” menu

  2. Click on the template you want to convert.

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  2. Enable the “Linked Template” switcher

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From Global Settings:

  1. Navigate to Settings → Manage apps → Smart Checklist Settings → Template tab

  2. Click on the template you want to convert.

  3. Enable the “Linked Template” switcher

  4. Click Save.

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☝🏼NOTE: You can’t make Global template linked from the issue view.

Import the Linked Template

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  1. Navigate to your Jira Issue and open the Smart Checklist menu.

  2. Choose "Import from a template."

    image-20240722-120019.pngImage Removed

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  1. Select the template you want to add to your Jira issue and click "Import."

    image-20240722-120415.pngImage Removed

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  1. Once imported, your linked template will appear in your issue, separated from your main checklist with the linked template name and id.

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  1. To view all linked issues, go to “Manage Templates” → expand the template → click the “View linked issues” сlick on Settings icon in the upper right corner of the page → Select the ‘Manage Apps’ menu item → Click on the Settings link under the Smart Checklist section in the left menu → Click on the Templates tab → click on needed template → click the “View linked issues” link in the right sidebar.

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From v7.2.2, in addition to accessing linked issues from Global Settings, you can now view all issues where a Project Linked template has been imported directly from the issue view.

Simply:

  1. Click the Smart Checklist 3-dots menu on the Issue view.

  2. Go to Manage Templates/Import from a Template.

  3. Expand the template and click the “View Linked Issues” link in the right sidebar.

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  1. image-20240916-135149.pngImage Added

For unlinking To unlink a template from an issue, please refer to the relevant section in the documentation.

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💡 HINT: For detailed instructions, please refer to the complete guide guides here → Set a Template as Defaultproject template as default and Set global template as default

Edit a Linked Template

Any changes made to a Linked template will automatically reflect in every checklist where the template has been imported. Our app keeps track of every single item in the template and its status in the issues where it was imported.

You can edit the linked templates in two different places:

  • edit template from issue view page using Manage Template feature (only Project templates)

  • edit template from the Smart Checklist settings (Project and Global templates)

To edit the linked template from the issue view page:

  1. Open Navigate to your Jira Issue and open the Smart Checklist menu → select the “Manage Templates” menu , accessible from either the Issue view or Project Settingsitem.

  2. Click on the template name to expand the details.

  3. Select Click on the "Edit" button to enter editing mode.

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  1. Make the desired changes to your template.

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  1. Click the “Save” button to apply the changes to your template. Same The same changes will be applied to every checklist where the template is imported.

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To edit the linked template from the Smart Checklist settings page:

  1. Click on Settings icon in the upper right corner of the page → Select the ‘Manage Apps’ menu item → Click on the Settings link under the Smart Checklist section in the left menu → Click on the Templates tab.

  2. Click on the template name to

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  1. open the ‘Edit template’ form.

  2. Make the desired changes to your template.

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  1. Click the “Save” button to apply the changes to your template. The same changes will be applied to every checklist where the template is imported.

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☝🏼NOTE: The Full-screen editor is not available for editing the Linked Templates

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☝🏼NOTE: Modifying the status of an item in the original linked template will not overwrite the status of corresponding items in the imported instances.

Enable/Disabled a Linked Template

To disable Linked Templates, follow the steps:

  1. Click on Settings icon in the upper right corner of the page → Select the ‘Manage Apps’ menu item → Click on the Settings link under the Smart Checklist section in the left menu → Click on the Templates tab.

  2. Find the linked template you want to disable.

  3. Click on the toggle in Enabled column.

  4. You will see a confirmation pop-up.

    image-20240916-140024.pngImage Added

  5. Click Disable

Once a linked template is disabled, it will be hidden from all the issues where it has been applied. When you re-enable the template, it will be visible again on all the issues where it was previously linked.

Removing a Linked Template

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To convert a template to non-linked one, follow these steps:

  1. Open the “Manage Templates” menu.On the issue view page open the “Manage Templates” menu

  2. Click on the three dots next to the template you want to convert.

  3. In the opened menu, choose "Convert to non-linked."

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  1. Disable the “Linked Template” switcher

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  1. In the subsequent dialogue, decide whether you want to “Keep” or “Remove” the checklist items from all the issues where the linked template was imported.

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Now, your template is ready for use as a regular template.

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☝🏼NOTE: You can also Convert a Template to Non-Linked for both Project and Global templates from Smart Checklist settings page (Settings → ‘Manage Apps’ → Settings link under Smart Checklist → Templates tab).

Delete a Linked Template

To delete a template, use the following steps:

  1. Open the “Manage Templates” menu.On the issue view page open the “Manage Templates” menu

  2. Click on the three dots next to the template you want to delete.

  3. In the opened menu, choose "Delete."

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  1. Click on the Delete button

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  1. In the subsequent dialogue, decide whether you want to “Keep” or “Remove” the checklist items from all the issues where the linked template was imported.

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  1. Click "Delete" to confirm.

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☝🏼NOTE: You can also delete both Project and Global templates from Smart Checklist settings page (Settings → ‘Manage Apps’ → Settings link under Smart Checklist → Templates tab).

By following these steps, you can efficiently unlink, convert or delete your templates based on your needs.

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Operations with Linked templates

Events in the Smart Checklist History tab

Edit Linked Template

{User} edited the linked "{Template name" } template

Rename a Linked Template

{User} renamed the linked "Old template name" {Template name} template to "{New template Template name"}

Link User apply (Import) the Linked Template to the issue

linked a "{User} linked the {Template name" } template

Unlink the Linked template (and keep/remove items)

unlinked a "Template name" template, and appended/removed items

Convert Linked Template to non-linked (and keep/remove items)

The "Template name" template has been unlinked, and items have been appended/removed from the checklist

When linked templates are automatically assigned to any issue type

The checklist has been created

Change status for items of the linked template in the issue view

changed the item

Delete a Linked Template (and keep/remove items)

The "Template name" template has been unlinked, and items have been appended to/remove from the checklistto the checklist

Auto apply (Import) of the Linked Template to the issue

The {Template name} template has been automatically linked

Unlink/Delete the template and append items

{User} unlinked the {Template name} template, and appended items

Unlink/Delete the template and delete items

{User} unlinked the {Template name} template, and removed items

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💡 HINT: Find the complete list of events here → Smart Checklist History tab Track checklist changes. History

Assigned items and notifications

Similar to regular operation available for checklist items - you can assign a user to a checklist item in a Linked Template.

Once you import a Linked Template to an issue that contains a checklist item with a user mention, an item will be added to the Smart Checklist Pro items page.

Users who have been mentioned in a Linked Template checklist will receive an email notification once the items from it are imported into an issue.

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☝🏼NOTE: You need the Notify Checklist Assignees checklist assignees by Emailemail feature to be enabled for this to work.

Linked Templates in the Checklists custom field

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☝🏼NOTE: The Linked Template may be only edited from a Template Manager.

If you have custom field Checklists added to any of the screens, items imported from any linked template will be displayed but couldn’t be updated via this field.

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Linked Templates and Jira Automation

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☝🏼NOTE: From version v2.5.67-AC, users can fully use the Linked Templates functionality in connection with Jira Automation.

If you need to add a Linked Template to any Jira Automation scenario you can copy the Linked Template id ID as any regular Template id ID and add it to the Jira Automation scenario. After the scenario is properly added and activated you can get all the benefits of the Linked Template in cooperation with Automation. For example, you can add a new item to a linked template and it will be immediately displayed in the checklist assigned to the Jira task. Detailed instruction how to use templates in automation. Insert excerptGet StartedGet Startednamesupport-emailnopaneltrue Insert excerptGet StartedGet Startednamecontent-at-the-top (checklist-server)nopaneltrue

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Coming soon 🔥

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Components library

Status
colourRed
titledelete before publishing!

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Read more details on KB components and regulation here → https://railsware.atlassian.net/wiki/pages/createpage.action?spaceKey=SC&title=KB%20Regulation

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Info note

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☝🏼NOTE: info message

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Warning note

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☝🏼NOTE: warning message

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Hint

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💡HINT: hint message

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Permissions required

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👤 JIRA PERMISSION REQUIRED: grant users [Permission] to [action]

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👤 APP PERMISSION REQUIRED: grant users [Permission] to [action]

More about permissions here → Checklist & Templates Permissions

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Contents 👇🏼

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Emojis

https://emojipedia.org/

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✅ 🎉 🥳 👉🏼 👇🏼 → 🚀 🔥 ⚡️ 🤟🏼 😍 😎 📝 🔄 🏢 👥 👤 📫 👩🏽‍💻 🧑🏻‍💻 📚 ☁️ 🌐 📣 🔐 💡🔗 😉 🙌🏼

Table of Contents
stylenone

Linked Templates are an advanced type of Smart Checklist templates designed to create and sustain a dynamic link with related issues when imported. Unlike the regular (non-linked) templates  that involve adding a snapshot of the template during import into the checklist, Linked Templates directly import the live template instance.

 

Main Highlights:

🔗 Live Connection: Linked Templates stay connected to associated issues, ensuring instant updates and synchronization.

🔒 Immutability: Users can't make changes to the imported Linked Templates, other than changing the status of items.

🔄 Synchronized updates: Admins can update the original template, automatically reflecting changes across all checklists where the template is imported to.

 

You can create a Linked Template by:

...

creating a new template from the Templates list on the Jira Issue view or Project Settings

...

instructions Apply Template using automation/integration tools .

Insert excerpt
Get Started
Get Started
namesupport-email (checklist-server)
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