Restricting Templates usage

The Template usage depends on two fields in the template configurations:

1. The “Available for” field

2. The “Scope” field

The “Available for” field response on who can use the Template.
You can choose the “Owner” option, in the “Available for” field, this is allowed to use the Template, only for the owner of Template.

You can choose the “Scope” option in the “Available for” field if you want to share the template with other users. This is allowed 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.

The Scopes field restricts where and whiсh groups of users can use the Template.

For example:
Template: “Game Level” with Scope: “Development”

It will available for use If:

• The Issue in Super Mario project

• The Issue can have any issue type

• For the user in any group.

Restrict Template to certain Issue Type(s) across all Projects

You can restrict the Template scope by certain issue type(s).

For example:
Template: “Game Level” with Scope: “Development”

It will available for use If:

• The Issue in any project

• Issue Type was set as Task or Sub-task

• For the user in any group

Restrict Template to certain Issue Type(s) in certain Project(s)

You can restrict the Template scope by certain issue type(s) in certain Project(s).

For example:
Template: “Game Level” with Scope: “Development”

It will available for use If:

• The Issue in Super Mario project

• Issue Type was set as Task or Sub-task

• For the user in any group

It will not be available for any other Issue Type under Super Mario (SM) Project or Task and Sub-task Issue Type under a different project.

Restrict Template to certain Groups

You can restrict the Template to a certain group of users.

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.

For example:
Template: “Game Level” with Scope: “Development”

It will available for use If:

• The Issue in any project

• The Issue can have any issue type

• The user that performs action state in
  mario-developers group.

The restrictions by Group also work in pairs with Projects and Issue Types.

For example:
Template: “Game Level” with Scope: “Development”

It will available for use If:

• The issue is in Super Mario Project

• Issue Type was set as Task or Sub-task

• The user that performs action state in
  mario-developers group.

No Restriction (Global)

If you want to create a Template that will accessible for use anywhere in Jira you can use a special scope named GLOBAL. Also, you can create own global Scope for your Templates, just leave all of the Scope fields (except required field Name) empty for it.

For example:
Template: “Game Level” with Scope: “Development”

It will available for use in Issue with any configuration.