• Reviewed
  • How to Create and Link Issues?

    1 How-To Video

    2 Installation Guide

    2.1 Navigate to “Manage Apps”

    2.2 Navigate to “Create and link Issues” and to create a new button click on “Create Button”

    2.3 Configure the button

    Field

    Type

    Description

    Field

    Type

    Description

    Button Label

    String

    The name of the button to be displayed and used in the view screen.

    Button Color

    Select List

    The admin can choose the color of the button shown in the issue view.

    Source project

    Select List

    The source project is where the button should be displayed.

    Source Issue Type

    Select List

    The button should be displayed in issues with the selected issue type

    Target project

    Select List

    The target project of the new issue to be created.

    Target Issue Type

    Select List

    The issue type of the issue to be created.

    Issue link type

    Select List

    The admin can select the link type and direction to define which link should be created between the source and the created issues.

    Issue link direction

    Select List

    You can select sub-tasks in the “Target issue type” field only if the source and target projects are the same.

    2.4 Configure the fields of the create screen

    In the list of buttons, please select “Configure fields” to start the configuration of create screen fields:

    A configuration screen will appear with all fields, which are part of the create screen of your target issue type:

    Field Name

    Display

    Automatic Filling Option

    Automatic Filling Value

    Field Name

    Display

    Automatic Filling Option

    Automatic Filling Value

    The list of fields in create screen of the target project, target issue type

    Checkbox

    • if value = on, the field will be displayed in create screen

    • if value = off, the field will be hidden in create screen and the admin can fill it with automatic filling option (this is necessary, if the field is required)

    Constant String

    Input text: the admin can fill the custom field with string

    Source Field

    List of source fields with eligible types. The admin can select one source field to be copied in the target field automatically.

    Target Field

    List of target fields with eligible types. The admin can select one target field to be copied in the selected target field automatically.

    Source Issue Key

    the value is the key of the source issue

     

     

    •  

    • The fields shown in this list (Configure Fields) are the same as in the create screen of the target project.

    • The admin can hide any field in this list and configure it.

    • System field “Versions” and “Components” are visible only if source and target project are the same.

    • The required fields have only three options (String, source field and source issue key).

    • The target field > target field filling is executed by the App immediately after the issue creation.

    To consider:

    For the selected source fields, only eligible fields should be selected for automated filling (They could be source or target fields):

    Source Field

    Eligible filled in Fields

    Source Field

    Eligible filled in Fields

    Text

    ALL

    Date

    All System or Custom Fields of Type Date

    Date Time

    All System or Custom Fields of Type Date Time

    Labels

    Labels

    Radio

    Radio

    Checkbox

    Checkbox

    Issue Picker

    Issue Key

    VIP.LEAN Issue Picker and Linkder

    Select List

    Select List (Options must be the same)

    User Fields

    User Picker

    User Fields

    2.5 End users can start using the create and link button

    Once the button has been configured, it will be displayed in the source issue type. A click on this button start a pop-up create screen.

    • Only the first five create and link buttons will be displayed, the others will be under Create and link drop-down menu

     

     

    Target issue type and link are created automaticly: