The Template usage depends on two fields in the Template configurations:
The
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‘Available for’field
The
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'Scope'field
The “Available for” ‘Available for’field response on who can use apply the Template. It has got two options:
Owner
Scope
You can choose the
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‘Owner’ option, in the
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‘Available for’ field, this is allowed to use the Template, only for the owner of the Template not for the scope.
| Tip |
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Starting from the 1.12.0 SIT version and above templates can have multiple owners selected. Add the user into the Owners field (you should have the Browse Users Jira permission for this action) and he will be able to apply it. |
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You can choose the “Scope” ‘Scope’ option in the “Available for” ‘Available for’ field if you want to share the Template with other users. This is allowed allows to use the Template for each user that has access to projects that were listed in Scope and has one of the groups defined in the Scope.
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The Scopes field restricts where and whiсh groups of users can use the Template.
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For example:
Template: “My Template” with Scope: “My Scope”It will available for use If'My Template' template with ‘My Scope’ scope:
It is applicable for:
The Issue in the Scrum Software project
The Issue can have of any issue type
For any user in any group.
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You can restrict the Template scope by certain issue type(s).
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For example:
Template: “My Template” with Scope: “My Scope”It will available for use If'My Template' template with the ‘My Scope’ scope
It is applicable for:
The Issue in any project
Issue Type was set as Task or Story
For any user in any group.
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You can restrict the Template scope by certain issue type(s) in certain Project(s).
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For example:
Template: “My Template” with Scope: “My Scope”It will available for use If'My Template' template with the ‘My Scope’ scope
It is applicable for:
The Issue in the Scrum Software project
Issue Type was set as Task or Sub-task
For any user in any group.
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Similar to restrictions by Projects and Issue type you can set restrictions by a certain user’s group. Only users that were joined to one of the listed groups can use the Templates with Scope on the screenshot.
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For example:
Template: “My Template” with Scope: “My Scope”'My Template' templatewith the ‘My Scope’ scope
It will available applicable for use If:
The Issue in any project
The Issue can have any issue type
The user that performs action state in is the
developers-teamgroup member.
Restrict Template to certain Users
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| Tip |
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Starting from the 1.12.0 SIT version and above restrictions by the certain Users are added |
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For example:
Template: “My Template” with Scope: “My Scope”'My Template' template with the ‘My Scope’ scope
It will available applicable for use If:
The Issue in any project
The Issue can have any issue type
The user is the SoftwareUser
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The restrictions by Group also work in pairs with Projects and Issue Types.
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For example:
Template: “My Template” with Scope: “My Scope”'My Template' template with the ‘My Scope’ scope
It will available applicable for use If:
The Issue in the Scrum Software project
Issue Type was set as Story or Bug
The user is the SoftwareUser (who is a member of the
developers-teamgroup)
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If you want to create a Template that will accessible for use is available anywhere in Jira you can use a special scope named GLOBAL. Also, you can create your own global Scope for your Templates, just leave all of the Scope fields (except the required field Name) empty for it.
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For example:
Template: “My Template” with Scope: “My Scope”It will available for use in 'My Template' template with the ‘My Scope’ scope
It can be used in the Issue with any configuration.
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