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Templating.app Documentation

Add Variables to Issue Template

Variables bring flexibility and customization to your issue templates. They allow you to gather dynamic information - like user names, dates, or custom field values - when applying a template, ensuring your issues are tailored to your specific needs. Here’s how you can add variables to your templates effortlessly.

What Are Variables?

Variables act as placeholders in your templates. Instead of hardcoding details like assignees or due dates, you can use variables to prompt users for input during issue creation.

Examples of Variables:

  • User Picker: Select a user for fields like Assignee or Reporter.
  • Date Picker: Choose a specific date or a relative date.
  • Select Fields: Let users pick from predefined options like priorities or labels.

Create Variables

  1. Open the Template Editor: Access your desired template via the Templating App.
  2. Navigate to Form and Variables: Go to the “Form and Variables” section within the editor view.
  3. Add Instructions (Optional): Include additional text that will guide users when they apply the template. This ensures clarity and smooth execution.
  4. Choose Variable Type: Select a variable type that suits your needs. Options include Text, User Picker, Date Picker, and more (see full list below).
  5. Define Variable Details:
    • Name: Give your variable a clear and descriptive name.
    • Placeholder Text: Add optional placeholder text for better context.
    • Default Value: Define a default value, if applicable, to streamline user input.
  6. Organize Variables: Drag and drop variables to reorder them within your form for a logical flow.
  7. Save Your Variables: Once satisfied, save your variables to ensure they’re ready for use.
    Create variables to gather dynamic issue information.

Variable Types Available for Issue Templates

Enhance your templates with these variable types, allowing dynamic inputs for customized issue creation:

  • Text Input: Capture short, specific information like names or titles.
  • Paragraph Input: Ideal for detailed descriptions or extended notes.
  • Number Input: Enter numerical values for tasks such as budgets or estimates.
  • User Picker: Assign tasks to specific team members dynamically.
  • Date Picker: Select dates for scheduling or deadlines.
  • Select: Provide a dropdown menu for users to choose one option from predefined values.
  • Multi-Select: Allow users to pick multiple options for more flexibility.
  • Tempo Account: Integrate with Tempo to add account details.
  • Tempo Team: Assign tasks to specific teams within Tempo.
  • Sprint: Link issues to a specific sprint for streamlined Agile workflows.

Assign Variables to Issues

  1. Navigate to the issue view in your template.
  2. Click on an issue where variables need to be added.
  3. For Summary: Enter / to open the variable picker.
  4. For Description: Select the variable from the dropdown menu.
  5. For other fields, choose variable from the dropdown menu (see list below)
  6. Save your template.
    Here's how an issue with added variables can look like.

Where You Can Add Variables

Variables can be applied to various fields in your Issue Templates, making them highly customizable and adaptable to your workflow needs. Here’s a breakdown of where variables can be added and the types supported:

  • Summary: Text, Number, Select, Multi-Select
  • Description: Text, Number, Select, Multi-Select, Paragraph
  • Assignee: User Picker
  • Reporter: User Picker
  • Label: Text, Select, Multi-Select
  • Due Date: Date
  • Custom Field Text: Text, Number
  • Custom Field Float: Number
  • Custom Field Paragraph: Text, Number, Select, Multi-Select, Paragraph
  • Custom Field Date Picker: Date