Apply Templates with Jira Automation

Issue templates can be combined with default Jira Automation, allowing you to apply STAGIL Issue Templates to issues at various conditions. Thanks to this integration, you can automate template usage based on specific triggers or system validations.

Note: For scheduled issue creation, we also offer a built-in Scheduler. This helps reduce automation runs on your Jira site and does not require admin permissions to configure.

What Actions with Templates Can Be Automated?

Applying a template to an issue.

Adding sub-tasks from a template to an issue.

Adding child issues from a template to an epic.

Configuration

Regardless of which trigger or condition is required for your use case, you’ll need to use the Send Web Request action in Jira Automation. This action requires a web request URL, which you can generate in the Template Configuration page.

This is an example of a rule that will add subtasks from the template.

The rule will be executed on every issue creation, but the template will only be applied if the new issue matches all three conditions.

If it does, Jira will send us a web request and we will provide the details from the template that needs to be applied.

How to access automation web requests

A click on the automation icon opens a dialogue where users can create new rules or manage existing ones:

A click on the Create rule button opens a new dialogue where rule details are configured:

Name. Give a unique name to differentiate your rule from others.
Web request URL is generated automatically and is further used when configuring a Send web request action.
Action. Select the action that should be executed when the rule is triggered.
Issue Template. Select which template should be applied when the rule runs.
Viewers configuration helps to restrict access to your rule.

Next, copy the web request URL and click Create to save the configuration.

That’s it! The app-side automation configuration is complete.

The final step is to come back to the automation rule configuration, paste the copied web request URL, select Issue data (Jira format) in the request body input and save the rule.

Please note that if a template has configured custom variables the automation rule will fail. This is because custom variables cannot be generated within the scope of an automation rule, as they are based on user input just before issue creation.