Use Templates in Automations

Owned by Oleksandra Kravets
Last updated: Jun 04, 2024 by Nazarii Shchuryk
2 min read

Use Smart Checklist Templates in Jira Automation by referring to them by their IDs 🚀

☝🏼 NOTE: Only Project Templates have displayed Template IDs and can be referred to in automation. Referring Global Templates by ID is not available.


Contents 👇🏻

Template IDs

Each Project template has its own ID displayed in the template list. Use it in order to operate with Smart Checklist Template in Jira Automation ⚡️

☝🏼 NOTE: Only Project Templates have displayed Template IDs and can be referred to in automation. Referring Global Templates by ID is not available.

To get Template ID from Issue view:

  1. Open any Issue with the Smart Checklist applied.

  2. Click on the 3-dots menu.

  3. Select Manage templates/Import from a template.

  4. Expand the template you are looking for.

  5. Template ID field is on the right of the template name.

 

To get template ID from Project Settings:

  1. Navigate to Project settings → Apps → Smart Checklist → Templates tab.

  2. Expand the template you are looking for.

  3. Template ID field is on the right of the template name.

Templates Automation examples

Using Templates IDs gives you the possibility to operate with Smart Checklist Templates when using Automation for Jira. Check out the examples here👇🏻