Templates

The Advanced Formula Fields template gallery offers a wide range of ready‑made templates that you can use with very little setup. You can access the template gallery in the side bar and you’ll see these templates when you Create and configure formula fieldsor when you Manage existing formula fields / Field overview.

The templates are grouped into logical categories based on typical use cases and the type of data you might want to display.

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image-20260421-101236.png Governance & business KPIs

Use these templates when you need KPIs that go beyond pure delivery metrics. Combine existing fields, formula fields, and business logic into numeric or text indicators that represent risk, value, compliance, or business performance. These KPIs can be reused in workflows, approvals, dashboards, and reports across Jira and JSM.

Template Field type Description
ICE score

Advanced number formula

Multiplication of the Impact, Confidence and Ease parameters of the current work item.

WSJF (Weighted Shortest Job First)

Advanced number formula

Rank epics and initiatives by WSJF: (Value + Time + Risk) / Size.

Time spent ratio

Advanced number formula

Percentage of the original estimate already logged as time spent.

RICE score

Advanced number formula

Prioritize work by RICE: (Reach × Impact × Confidence) ÷ Effort.


image-20260421-101326.png Portfolio roll‑ups & delivery KPIs

Summarize how much work exists, how much is done, and how much effort is left - across epics, parents, and linked items. Build portfolio dashboards and governance KPIs without spreadsheets.

Template Field type Description
Time spent in the current and linked work items

Advanced number formula

Sum of the time spent in the current and linked work items.

Collect values from child work items

Advanced text formula

This template creates a list of unique field values from child items.

Sum original estimates of all descendants

Advanced number formula

Return the sum of the original estimates of the work items under the epic's parent in hours only in the epic's parent view.

Sum completed child items' story points

Advanced number formula

Sum of story points from completed items whose parent is the current work item.

Percentage of resolved child work items

Advanced number formula

Percentage of child work items with a resolution.

Average values from child work items

Advanced number formula

This template calculated the average of a selected field’s values from all direct children of the current work item. Work items with an empty field are excluded from the calculation.

Ratio of a field to another as a percentage

Advanced number formula

Ratio of a field to another as a percentage

Parent priority

Advanced text formula

Priority of the parent of the current work item.

Time spent in linked work items

Advanced number formula

Sum of the time spent in the work items linked to the current work item.

Time spent in epic and its children

Advanced number formula

Sum of the time spent in the current epic and its child work items.

Count open child items

Advanced number formula

Number of open work items whose parent is the current work item.

Sum remaining estimate in epic

Advanced number formula

Sum of the remaining estimate of the work items in the current epic.

Count sub-tasks

Advanced number formula

Number of sub-tasks of the current work item.

Sum remaining estimate in epic, incl. sub-tasks

Advanced number formula

Sum of the remaining estimate of the work items and their sub-tasks in the current epic.

Sum Story points in linked Epic

Advanced number formula

Sum of story points from work items in the same epic as the current item.

Parent status

Advanced text formula

Status of the parent of the current work item.

Sum values from child work items

Advanced number formula

This template calculates the sum of a selected field's values from all direct children of the current work item.


image-20260421-101406.png Process compliance & flow health

Use these templates when you want Jira to tell you whether your workflows are actually followed. Track status changes, reassignments, loops, and time spent in stages to spot broken approvals, bottlenecks, and non-compliant behavior.

Template Field type Description
Days in previous status

Advanced number formula

Number of days that the current item spent in the previous status.

Count work item rejections

Advanced number formula

Number of times that the current work item was rejected.

Last status change author

Advanced text formula

Name of the last user who changed the status of the current work item

Previous status

Advanced text formula

Name of the previous status that the work item was in.

Timely resolution assessment

Advanced text formula

Assessment of whether the resolution was set before the due date.

Time in previous status

Advanced number formula

Time that the current item spent in the previous status.

Count assignee changes

Advanced number formula

Number of times that the assignee of the current work item was changed.

Count changes to current status

Advanced number formula

Number of times that the current work item was changed to the current status.

Count status changes

Advanced number formula

Number of times that the status was changed in the current work item.


image-20260421-101423.png Scope & dependencies

These templates help you understand how risky a change is before you make it. Count links, blockers, versions, components, and total scope under epics to assess impact and dependency risk.

Template Field type Description
Count affected versions

Advanced number formula

Number of affected versions in the current work item.

Count fix versions

Advanced number formula

Number of fix versions in the current work item.

Count work items and sub-tasks in epic

Advanced number formula

Number of work items and their sub-tasks in the current epic.

Count work item links

Advanced number formula

Number of work item links in the current work item.

Count incoming links

Advanced number formula

Number of inward work item links leading to the current work item.

Count unresolved blocking work items

Advanced number formula

Number of unresolved work items linked to the work item with “is blocked by”.

Count outgoing links

Advanced number formula

Number of outward links stemming from the current work item.

Count components

Advanced number formula

Number of components in the current work item.

Count work items in epic

Advanced number formula

Number of child work items in the current epic excluding sub-tasks.


image-20260421-101437.png Ownership, approvals & accountability

These templates build an accountability trail: who previously owned an item, who changed its status, who commented or attached files, and who owns parents and projects. Use them in list views, approval flows, or audit reports.

Template Field type Description
Parent assignee

Advanced text formula

Name of the assignee in the parent of the current work item.

Last comment

Advanced text formula

Text of the last comment in the current work item.

Previous assignee

Advanced text formula

Name of the previous assignee in the current work item.

Last assignee change author

Advanced text formula

Name of the last user who changed the Assignee field.

Parent reporter

Advanced text formula

Name of the reporter in the parent of the current work item.

Attachment authors

Advanced text formula

Display name of the authors of the attachments in the current work item.

Last comment author

Advanced text formula

Name of the author of the last comment of the current work item.

Count comments

Advanced text formula

Number of comments in the current work item.

Count comment authors

Advanced text formula

Number of users who have authored a comment in the work item.

Comment authors

Advanced text formula

List of names of all comment authors of the current work item.

Count attachment authors

Advance number formula

Number of users who added an attachment in the work item.

First comment author

Advanced text formula

Name of the author of the first comment of current work item.


image-20260421-101449.png SLA, aging & compliance timelines

These templates measure how long work spends in certain states and whether deadlines are met. Use them for SLA dashboards, aging queues, escalation rules, and compliance checks.

Template Field type Description
Time elapsed

Advanced number formula

Time elapsed from the date in a selected field until today.

Creation date of parent epic

Advanced text formula

Creation date of the parent epic of the current work item.

Days between dates

Advanced number formula

Days elapsed between two chosen date fields.

Time interval

Advanced number formula

Days elapsed between two chosen date fields.

Time until date and time

Advanced number formula

Time until a date in a selected field is reached from today.

Days elapsed

Advanced number formula

Days elapsed from the date in a selected field until today.

Months elapsed

Advanced number formula

Months elapsed from the date in a selected field until today.

Days until date

Advanced number formula

Days from today until the date in a selected field.

Time in statuses

Advanced number formula

Time elapsed from the date in a selected field until today.


image-20260421-101459.png Content & data governance

Use these templates to understand what kind of content is stored in Jira work items: attachment sizes, file types, filenames, labels, etc. They support information governance, security reviews, and data hygiene.

Template Field type Description
Count attachments in sub-tasks

Advanced number formula

Number of attachments in the sub-tasks of the current work item.

Count attachments

Advanced number formula

Number of attachments in the current work item.

Attachment MIME types

Advanced text formula

List of MIME types of attachments of the current work item.

Attachment filenames

Advanced text formula

Names of attachments of the current work item.

Total attachment size in MB

Advanced number formula

Sum of the size in MB of all attachments in the current work item.


image-20260421-101510.png Project & work definition

Use these templates when you want to make Jira’s implicit semantics explicit in text. Surface project category, project description, work type and status descriptions, etc. as readable fields, so users don’t have to interpret icons or search for missing tooltips. This supports consistent data entry and makes governance rules easier to understand and follow.

Template Field type Description
Project description

Advanced text formula

Description of the current work item’s project.

Status description

Advanced text formula

Description of the status of the current work item.

Work type description

Advanced text formula

Description of the work type of the current work item.

Priority description

Advanced text formula

Description of the priority in the current work item.