When creating a workflow, you can design its transitions using elements such as validators, conditions, and actions. Depending on the application configuration, their possibilities are almost limitless.
But what if you have to manage many complex workflows related to different projects?. Adding all conditions, validators and post functions becomes a very complex and time-consuming work, where each transition must be manually updated ... what if you could reuse these functions?
That's why we created the Workflow Templates
The templates are reusable sets of conditions, validators and post functions. They're defined once and can be used as many times as necessary. One template can be used in one or more transitions across many workflows.
Templates allow you to:
create and change sets of conditions, validators and post functions,
ungroup, change it, test and group again into template
disable/enable templates that are temporarily not used (e.g. for testing purposes)
verify where you use templates across all Jira workflows and quickly manage them
Templates are just definitions that have to be executed in specific workflow transitions. Running a template is possible by adding a special condition/validator/post function to transitions. It doesn't matter how many elements there are in a template, you only need to add one template to execute all underlying elements.
Create a new template
Go to any Workflow in your Jira, choose any transition and show conditions, validators or post functions
If you already have workflow elements configured, press the Template button
In template mode, you can choose the functions you want to group as a template (just click on it). The selected function will be marked
Now click button Create new template. The dialog displays the Template Name and Description fields.
Fill in the fields and confirm with the Create button.
The created template will be added to the workflow in place of the selected functions and marked with a badge
All exported templates can be imported from file in the templates view. To do this, click Import template.
Other template actions
Go to Administration->Issues. SelectWorkflows->Condition templatesor Validator templates orPost Function templates to open new page.
Tip: Use a Keyboard shortcut: g + g + start typing Condition templatesor Validator templates orPost Function templates
Change the name and description in template
Find your template and choose Actions -> Rename
If you need a copy of an existing or new template based on an existing one, you can copy it
Find your template and choose Actions -> Copy
You can disable your template at any time. When you disable template it will be disabled in all associated workflows and marked with a badge.
Find your template and choose Actions -> Disable
Find your template and choose Actions -> Enable
Remember that disabling/enabling template doesn't require publishing, so you can disable a template without changed it.
Disabled template does not change the workflow logic, it will be skipped during verification together with the functions it contains
You can delete unused template if you want.
Find your template and choose Actions -> Delete
It is possible that in future versions we will unlock all of the following restrictions
Templates in templates
To avoid complications (also the possibility of looping the workflow) we decided to protect Jira against adding templates to templates.
3rd Party Apps
In templates you can use any functions, both built-in to Extender for Jira and also those provided by other Apps. Please note that the templates save the function in the version for the day when it is added to the template and may need to be manually updated if Vendor updates it in future version of its add-on.
Due to the way we create and update templates in conditions, you cannot select functions in nested groups. Selecting such a group will mark the entire group starting from the source/parent. You can drag&drop, copy&paste the template into the nested group, but ungrouping the template is available only possible on the first condition level