Manage Templates

The ‘Manage Templates' page is the central location where all your created templates are housed. You can execute various actions on these templates depending on your granted permissions, you can execute various actions on these templates. To access this page, navigate to the 'Apps' section, then select 'Manage Templates.' Within this area, click the 'Templates’ button in the left navigation panel.

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The template table includes the following columns:

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Template Folders

A new way to organize the Templates is to place them into Template Folders.

Use themed Template folders - Productivity, Development, Organization or create your own.

All Templates are available in the ‘ALL’ system folder.

Creating the Template Folder

To create the Template Folder:

1. Click the Add Folder button

2. Select the Folder Name and Icon and click the ‘Create’ button

Adding the Template to the Folder

To add a Template to one or a few folders click the ‘Menu’ button in the Template actions row and select the Folders you want to add this Template to in the list.

To add the Template to the Folder:

1. Select the Template that needs to be added to the Folder

2. Click on the ‘menu’ icon in the ‘Action’ column

3. Click the ‘Add to folder’ option

4. Select the Folder to which you want to add the Template

Now the Template is added to the Folder. Also, you can add a Template to several Folders.

Removing the Template from the Folder

To remove a Template from one or a few folders click the ‘Menu’ button in the Template actions row and deselect the Folders you don’t want to contain the current Template.

To remove the Template from the Folder:

1. Select the Template that needs to be added to the Folder

2. Click on the ‘menu’ icon in the ‘Action’ column

3. Click the ‘Add to folder’ option

4. Click the Folder name from which you want to remove the Template

Now the Template is removed from the Folder. Also, you can remove the Template from the several Folders.

Editing the Template Folder

To Edit the Template Folder:

1. Select the Folder that needs to Edit

2. Click on the ‘Pencil’ icon to open the ‘Edit Folder’ dialog

3. Change the Folder name or Logo in the ‘Edit Template folder’ dialog

4. Click the ‘Update’ button to save changes

Now the Template folder is updated.

Deleting the Template Folder

To Delete a Template Folder:

1. Select the Folder that needs to Delete

2. Click the ‘Edit’ button in the Template Folder section

3. Click the ‘Delete folder’

4. Click the ‘Delete’ button on the Confirmation dialog

Now the Template Folder was deleted.

Favorite Templates

To mark the Templates that you use very often you can use ‘Favorite’ for Templates.

Adding the Template to Favorites

To add a Template to the Favorite:

1. Select the Template that you need to mark as ‘Favorite’

2. Click on the ‘Star’ icon in the Templates table

Now the Template, marked as Favorite

Removing the Template from Favorites

To remove a Template from the Favorite:

1. Select the Template that you need to remove from the Favorite

2. Click on the ‘Star’ icon in the Templates table

Now the Template was removed from the Favorite

Templates you've marked as favorites will consistently appear at the top of your template list when you're searching within the 'Apply Template' dialog box.

Copy Template link

The Template can be shared with another user with a link. For sharing Template you can use the ‘Copy Template link’ button.

To share the Template via the ‘Copy Template link’ button:

1. Click on the Template name that you want to share

2. Click on the ‘copy link’ button

3. Now the link for the Template was copied to the clipboard and you can send it to your teammates.

Delete a Template

Templates that can be deleted are indicated by a trash bin icon next to them. If you wish to delete a template, navigate to the appropriate one and click on the bin icon. A confirmation popup will then appear, asking you to affirm your intention to delete that specific template.

To delete Template:

1. Select the Template that you want to delete

2. Click on the ‘bin’ icon on the ‘Actions’ column

3. Click the ‘Delete’ button in the ‘COnfirmation’ dialog

Now the Template has moved to the Trash and will be saved in the Trash using 30 days. After these 30 days, the Template will be deleted from the SITC app.

To see the Trash folder content click the bin icon at the top of the ‘Manage Templates’ page:

Here the Templates list with details is shown. The red badge near the Template Name shows the time to permanently delete.

Restoring the Template from the Trash

To Restore the Template from the Trash:

1. Select the Template that needs to be restored

2. Click on the ‘arrow’ icon

3. Click the ‘Restore’ button in the 'Confirmation dialog

Now the Template has returned to the ‘All’ folder and you can use it again.

Deleting the Template from the Trash

To Delete the Template from the Trash:

1. Select the Template that needs to be deleted

2. Click on the ‘bin’ icon

3. Click the ‘Delete’ button in the 'Confirmation dialog

Now the Template was deleted from the Jira Instance permanently.

Search and Sort

The 'Manage Templates' page offers a range of filters to facilitate your search:

• Template Name: Input a part or the entire name of the template you're searching for. This search function is not case-sensitive.

• Tag: Choose a template tag from the provided list. A search bar is available for quicker access to the desired tag.

• Scope: Pick the desired scope from the list. As with tags, a search bar is provided for faster navigation.

• Available for: Select from 'Owner' or 'Scope' to specify the availability parameters.

• User: Choose the user who owns the template you are searching for.

• Clear button: To clear all applied filters.

You have the flexibility to use one or multiple filters simultaneously.

After using one or multiple filters simultaneously you can clear this filter with the ‘Clear’ button.

Additionally, the templates in the list can be sorted by various parameters, including Favorites, Name, Scope, Owner, and Date of Creation.

Duplicate Template

The Duplicate Function is a powerful tool in Smart Issue Templates for Cloud that allows to effortlessly replicate existing templates. This feature is designed to save time and ensure consistency across templates.

How to Use the Duplicate Function:

1. Select the Template for that you want to make Duplicate

2. Click on the ‘Duplicate’ icon on the ‘Actions’ column

3. Click the ‘Duplicate’ button in the 'Confirmation dialog

Now the Template was duplicated and can be used