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Overview

Create & Link Button, or C&L, is a practical tool that allows users to access any template promptly and effortlessly. Create & Link feature is designed to facilitate workflow and save time thanks to the following possibilities:

  • easily access templates from the issue’s Action menu

  • define the project and issue context for any templates

  • copy field values from the current issue

  • automated linking of new issues to the current ones

Configuration

Create & Link buttons are a part of an Issue Template configuration. Each Issue Template can contain a number of Create & Link buttons, thus allowing custom template visibility in the issue view. For the C&L configuration page, select ‘Create & Link’ in the template’s Action menu:

The page displayed a list of all the C&Ls by name configured for a selected template. Other listed C&L details include:

  • Projects: project context in which the C&L is displayed

  • Types: issue types context in which the C&L is displayed

  • Link type: pre-configured link type

  • Copy fields: pre-selected fields, which values will be copied from the button’s issue context to the issue create screen.

Create a C&L button

To create a C&L button for a particular template click on the Create Button in the top left of the C&L configuration page.

In the Create new button dialogue, fill out the fields:

Name: define the name of the button users see

in the issue view.

Projects: define the project context for the button to display within.

Types: define the issue types that will host the button in the Action menu.

Link types: choose the link type that will tie both issues.

Copy fields: inherit the field values of the parent issue to your new one.

If any default values were pre-configured during the template configuration, and the field has been selected in Copy fields as well - default values will be overwritten. It is not required to select fields during Issue Template configuration for values to be copied correctly via C&L.

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