Page Comparison

Jira only allows administrators to Only Jira administrators can configure custom fields, which forces means that when project requirements inevitably change, project administrators have to request updates and bogs down projects. With Checklist, this problem can be solved by setting up a template that contains the checklist items to use as default local items.

Setting up the template and default local items

1. Create a template and set the Project field to the project administrator’s project (for details, see Working with templates).
   

   Image Removed

2. Configure the checklist’s context’s default local items and choose your template in the From template drop-down (for details, see Editing default local items).
   

   Image Removed

Updating the template

Go to Administration > Projects.

Image Removed

Click on a project name in the table.

Image Removed

In the middle panel, click Checklist Templates.

Image Removed

you can use templates to work around this and allow project administrators to update default local items in their projects directly.

We’ll show you how to do this by walking you through the steps below:

Creating a template

The first step is to create a template (see https://okapya.atlassian.net/wiki/spaces/CHKDOC5/pages/2384625699/Working+with+templates#Creating-templates for details), which will be edited later with the default local items for a project.

If the template is created through the Project Settings page, the Project field will automatically be set. If the template was created through the Manage Apps sidebar, the Project field needs to be set to the project administrator’s project.

Image Added

Creating a field context specific to the project

Next, to avoid impacting other projects where the Checklist custom field could be used, we suggest that the Jira administrator create a field context specific to the project that the project administrator wants to configure default local items for. See Creating, editing or deleting configuration scheme contexts for more details.

Setting the template as the source of default local items

In the field context that you created in the last step, you’ll need to modify a setting to ensure that the field context pulls its default local items from the template you created.

1. Enable the From template toggle.

2. Choose the template in the drop-down.

Image Added

Editing the template

Project administrators will now be able to edit the template directly. Any changes that they make to the items in the template will be reflected in the default local items of the next issue created in the project. See https://okapya.atlassian.net/wiki/spaces/CHKDOC5/pages/2384625699/Working+with+templates#Editing-templates for more details.