How to create and configure a new Button?
- Wajdi Abdmoulah
1. How to create a new Button using the App Configuration Panel ?
Required Jira Role: Jira Software Administrator
Click on Setting > Apps
Navigate to the Create and Link App
Click on the following Button to create a new Issue Picker
Then starting configuring the Button — see next Chapter
2. How to configure the Button - Look & Feel ?
Required Jira Role: Jira Software Administrator
During the creation Phase of the Button, the following Look & Feel parameters should be completed:
Parameter | Syntax | Description |
|---|---|---|
Label | Text | Provide a name for your Button. |
Description | Text | Describe your Button |
Enabled | Checkbox | Toggle the Button between enabled (usable by Jira users) and disabled (temporary removed from view screens). |
Text Color | Hex Color Codes Default: #43536e | Use the Color picker to configure the Button Text Color
|
Background Color | Hex Color Codes Default: #f5f6f7 | Use the Color picker to configure the Button Background Color |
Highlight Text Color | Hex Color Codes Default: #43536e | Use the Color picker to configure the Button Highlight Text Color. |
Highlight Background Color | Hex Color Codes Default: #f5f6f7 | Use the Color picker to configure the Button Highlight Background Color |
Round | Checkbox | Toggle between round and normal Buttons. |
Icon | Default: No Icon | On the left side of the Button Text, you can add an Icon. The App provides the following Icon’s If you need another Icon, please check this page and let us know which Icon we should add it: |
3. How to configure the Button - Display Settings ?
Required Jira Role: Jira Software Administrator
Please switch to the second Tab “Display Settings” to define where and when the button should be displayed:
Parameter | Syntax | Description |
|---|---|---|
Source Projects | Project Picker | Please select the projects where you want to place your button on the view screen. |
Source Issue Types | Issue Type Picker | Please select the issue types where you want to place your button on the view screen. The list of issue types is restricted to only those relevant to the previously selected projects. |
Filter (JQL) | JQL Expression | You can add an optional condition for displaying the button by defining a JQL (Jira Query Language) statement. Please make sure the JQL statement is correct and that, together with the selected source projects and source issue types, it leads to meaningful results. The JQL statement syntax is checked by the app |
Permissions | Picker | You can add an optional condition for displaying the button by defining specific permissions. Please select first the permission type: The app will list you all valid parameters, and you can select one or several values: |
4. How to configure the Button - Action Settings ?
Required Jira Role: Jira Software Administrator
Please switch to the second Tab “Action Setting” to complete the Button Configuration, and configure which issue type should be created and linked:
Parameter | Syntax | Description |
|---|---|---|
Target Project | Project Picker | Please select the project from which you want to create and link issues. |
Target Issue Type | Issue Type Picker | Please select the issue type from which you want to create and link issues. |
Template Issue | Issue Picker | Select an existing issue as a template. The fields of this issue will be prefilled automatically in the creation screen. You can select the issue by entering the exact issue key: or by searching the issue summary and selecting one result. |
Template Fields | Field Picker | Once a template issue has been selected, you can narrow down the fields to be copied in the creation process to a subset. We will list exactly the fields that will be used in the creation screen of the configured target project and target issue type. |
Link Type | Link Picker Default: No Link | Choose the type of link that should be established between your source issue and the target issue after the creation action. |
4. How to configure the Button - Create Behaviours ?
Required Jira Role: Jira Software Administrator
Please switch to the second Tab “Create Behaviours” to complete the Button Configuration, if you want to add Behaviours to the Create Screen and refer to the documentation here:
How to add and maintain "Create Behaviours"?