How to create and configure Issue Pickers ?
1. How to create a new Issue Picker using the App Configuration Panel (Recommded Option)?
Required Jira Role: Jira Software Administrator
Click on Setting > Apps
Navigate to the Issue Picker App
Click on the following Button to create a new Issue Picker
Then starting configuring the Issue Picker — see Chapter 3
2. How to create a new Issue Picker using the standard function ?
Required Jira Role: Jira Software Administrator
Click on Setting > Issues
Navigate to the Custom Fields
Click the Button “Create Custom field”
Select All > VIP.LEAN Issue Pickers
Click on Next and enter the Custom Field name (and optionally the description), and the click on “Create”
Navigate to the App Configuration Panel
Click on the “Re-index” button and
complete the configuration of the the Issue Picker – See Chapter 3
3. How to configure the Issue Picker ?
Required Jira Role: Jira Software Administrator
During the creation Phase of the Issue Picker, the following parameters should be completed:
Parameter | Syntax | Description |
|---|---|---|
Name | Text | Provide a name for your issue picker. If you change the name of the custom field using the Atlassian mechanism, our configuration automatically refreshes the name |
Description | Text | Input a description for your custom field. Remember: This isn't editable when tweaking an existing Issue Picker but can be modified in the Jira custom fields interface. |
Multi-Select | Checkbox Default: No | Toggle the Issue Picker Field between multi-select and single-select modes.
|
Restricted to current project | Checkbox Default: No | When turned on, the JQL focuses solely on the project in which an Issue is either being added or modified. This allows for a consistent Issue Picker field and setting, even when the dropdown options are meant to vary by project. |
Hide Key | Checkbox Default: No | When turned on, work item keys will NOT be displayed in the list of work items you can select during the create, inline edit, or transition screens. The view screen is NOT affected by this setting — the key is still shown there to allow linking and opening of the related work item. |
Deactivate Key JQL Search |
| When turned on, work item keys will not be considered when end users search in an issue picker for work items during the creation, inline edit, and transition workflow. This option is always enabled when 'Hide Key' is turned on. |
Filter (JQL) | JQL Syntax is checked by the app | Enter your JQL query to specify the issues that will be displayed in the Issue Picker dropdown. Our app will verify the syntax of the JQL before finalizing the setup. If there's a syntax error, a notification will alert you: |
Link Type | List of inward and outward Links. | If enabled, a native Jira link of the chosen type will be established between the current and selected Issue(s) once an Issue is picked. |
4. How to assign the Issue Picker to Screens ?
Required Jira Role: Jira Software Administrator
4.1 Company Managed Jira Software Projects
Once the Issue Picker is successfully created, it will appear as a custom field in your regular Jira list: <base-url>/secure/admin/ViewCustomFields.jspa
For assigning your Issue Picker to your existing screens (create, edit, and view), please utilize the standard Jira functionality
4.1 Team Managed Jira Software and Work Management Projects
The simplified process for assigning custom fields to screens in team-managed Jira software and work management projects can also be applied to our Issue Pickers
Please make sure you add first the issue picker as field to your project
Then assign the field to your work item screen