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JIRA 7 Administration Cookbook
JIRA 7 Administration Cookbook

JIRA 7 Administration Cookbook: Over 80 hands-on recipes to help you efficiently administer, customize, and extend your JIRA 7 implementation , Second Edition

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JIRA 7 Administration Cookbook

Chapter 2.  Customizing JIRA for Your Projects

In this chapter, we will cover the following topics:

  • Setting up different issue types for projects
  • Making a field required
  • Making the assignee field required
  • Hiding a field from view
  • Choosing a different field renderer
  • Creating a new field configuration
  • Setting up customized screens for your project
  • Removing a select list's none option
  • Adding help tips to custom fields
  • Using JavaScript with custom fields
  • Creating your own custom field types
  • Customizing project agile boards

Introduction

An information system such as Atlassian JIRA is only as useful as the data that goes into it, so it is no surprise that JIRA is very flexible when it comes to letting you customize the fields and screens. JIRA comes with a suite of default fields to help you get it up and running quickly, and it also allows you to add your own fields, called custom fields, to address your unique needs.

In this chapter, we will learn not only about how to create these custom fields in JIRA, but also the different behaviors that these fields can have. We will end the chapter by showing you an example of expanding the types of custom fields that you can have with third-party add-ons, and using scripts to create your own field logic.

Setting up different issue types for projects

JIRA comes with a number of issue types out of the box, that are designed for software project management. However, over time, you might find that these issue types do not apply to all of your projects, and you have added your own. In this recipe, we will look at how to manage the issue types so that each project can have its own set of issue types.

How to do it...

Proceed with the following steps to set up a project-specific issue type list:

  1. Navigate to Administration | Issues | Issue Type Schemes.
  2. Click on the Add Issue Type Scheme button.
  3. Enter the name for the new issue type scheme.
  4. Add issue types to the scheme by dragging them from right to left.
  5. Select the default issue type.
  6. Click on the Save button to create the new scheme, as shown in the following screenshot:
    How to do it...

Having created your new issue type scheme, you now need to apply it to projects in which you want to restrict issue type selections:

  1. Click on the Associate link for the new issue type...

Making a field required

Required fields such as Summary and Issue Type have a little red asterisk next to them, which means they must have a value when you are creating or updating an issue. This is a great way to ensure that users do not skip filling in important information.

We will look at how to make any fields of your choice required in this recipe, with field configurations. A field configuration controls the behavior of a field; this includes the field's mandatory requirements, visibility, renderer, and description.

How to do it...

Proceed with the following steps to make a field required in JIRA:

  1. Log into JIRA as a JIRA administrator.
  2. Navigate to Administration | Issues | Field Configurations.
  3. Click on the Configure link for the field configuration used by the project and issue type.
  4. Click on the Required link for the Due Date field.

Once you have marked the Due Date field as required, whenever you create or edit an issue, JIRA will make sure a value is entered for it, as shown in...

Making the assignee field required

By default, the assignee field has an unassigned option, which is equivalent to making the field optional. If you check out field configuration, you would realize that you cannot make the assignee field required, as there is no such option available.

In this recipe, we will look at how to disable the unassigned option, effectively making the assignee a required field.

Getting ready

You cannot disable the unassigned option if you have:

  • Issues that are currently using that option for the assignee
  • Projects that have an unassigned set as the default

How to do it...

Proceed with the following steps to disable the unassigned option:

  1. Log in to JIRA as a JIRA administrator.
  2. Navigate to Administration | System.
  3. Click on the Edit Settings button.
  4. Scroll down, and select the OFF option for Allow unassigned issues; click on Update.

As shown in the following screenshot, once the option is disabled, issues can no longer be unassigned:

How to do it...

Hiding a field from view

There will be times when a field is no longer needed. When this happens, instead of deleting the field, which would also remove all its data, you can choose to hide it. So if you need the field again further down the track, you can simply unhide it, and retain all the data.

In this recipe, we will be hiding both the Priority and Due Date fields.

How to do it...

Proceed with the following steps to hide a field in JIRA:

  1. Log in to JIRA as a JIRA administrator.
  2. Navigate to Administration | Issues | Field Configurations.
  3. Click on the Configure link for the field configuration used by the project and issue type.
  4. Click on the Hide link for Priority and Due Date.

    Note

    Clicking on the Show link will unhide the field. You cannot hide a mandatory field.

There's more...

Using field configuration is one way to hide fields from the user. There are two more ways to make a field hidden from view:

  • Take the field off screen. Note that for the View screen, default fields such as summary...

Introduction

An information system such as Atlassian JIRA is only as useful as the data that goes into it, so it is no surprise that JIRA is very flexible when it comes to letting you customize the fields and screens. JIRA comes with a suite of default fields to help you get it up and running quickly, and it also allows you to add your own fields, called custom fields, to address your unique needs.

In this chapter, we will learn not only about how to create these custom fields in JIRA, but also the different behaviors that these fields can have. We will end the chapter by showing you an example of expanding the types of custom fields that you can have with third-party add-ons, and using scripts to create your own field logic.

Setting up different issue types for projects

JIRA comes with a number of issue types out of the box, that are designed for software project management. However, over time, you might find that these issue types do not apply to all of your projects, and you have added your own. In this recipe, we will look at how to manage the issue types so that each project can have its own set of issue types.

How to do it...

Proceed with the following steps to set up a project-specific issue type list:

  1. Navigate to Administration | Issues | Issue Type Schemes.

  2. Click on the Add Issue Type Scheme button.

  3. Enter the name for the new issue type scheme.

  4. Add issue types to the scheme by dragging them from right to left.

  5. Select the default issue type.

  6. Click on the Save button to create the new scheme, as shown in the following screenshot:

Having created your new issue type scheme, you now need to apply it to projects in which you want to restrict issue type selections:

  1. Click on the Associate link for the new issue type scheme...

Making a field required

Required fields such as Summary and Issue Type have a little red asterisk next to them, which means they must have a value when you are creating or updating an issue. This is a great way to ensure that users do not skip filling in important information.

We will look at how to make any fields of your choice required in this recipe, with field configurations. A field configuration controls the behavior of a field; this includes the field's mandatory requirements, visibility, renderer, and description.

How to do it...

Proceed with the following steps to make a field required in JIRA:

  1. Log into JIRA as a JIRA administrator.

  2. Navigate to Administration | Issues | Field Configurations.

  3. Click on the Configure link for the field configuration used by the project and issue type.

  4. Click on the Required link for the Due Date field.

Once you have marked the Due Date field as required, whenever you create or edit an issue, JIRA will make sure a value is entered for it, as shown in the following...

Making the assignee field required

By default, the assignee field has an unassigned option, which is equivalent to making the field optional. If you check out field configuration, you would realize that you cannot make the assignee field required, as there is no such option available.

In this recipe, we will look at how to disable the unassigned option, effectively making the assignee a required field.

Getting ready

You cannot disable the unassigned option if you have:

  • Issues that are currently using that option for the assignee

  • Projects that have an unassigned set as the default

How to do it...

Proceed with the following steps to disable the unassigned option:

  1. Log in to JIRA as a JIRA administrator.

  2. Navigate to Administration | System.

  3. Click on the Edit Settings button.

  4. Scroll down, and select the OFF option for Allow unassigned issues; click on Update.

As shown in the following screenshot, once the option is disabled, issues can no longer be unassigned:

Hiding a field from view

There will be times when a field is no longer needed. When this happens, instead of deleting the field, which would also remove all its data, you can choose to hide it. So if you need the field again further down the track, you can simply unhide it, and retain all the data.

In this recipe, we will be hiding both the Priority and Due Date fields.

How to do it...

Proceed with the following steps to hide a field in JIRA:

  1. Log in to JIRA as a JIRA administrator.

  2. Navigate to Administration | Issues | Field Configurations.

  3. Click on the Configure link for the field configuration used by the project and issue type.

  4. Click on the Hide link for Priority and Due Date.

    Note

    Clicking on the Show link will unhide the field. You cannot hide a mandatory field.

There's more...

Using field configuration is one way to hide fields from the user. There are two more ways to make a field hidden from view:

  • Take the field off screen. Note that for the View screen, default fields such as summary and description...

Choosing a different field renderer

Most custom field types, such as select lists and text fields, can be rendered in multiple ways. For example, select lists can be rendered either with an autocomplete feature or as a simple, standard drop-down list.

In this recipe, we will be changing the Components field to use Select List Renderer so that we can see all the available selections.

How to do it...

Proceed with the following steps to change the option:

  1. Log in to JIRA as a JIRA administrator.

  2. Navigate to Administration | Issues | Field Configurations.

  3. Click on the Configure link for the field configuration used by the project and issue type.

  4. Click on the Renders link for the field to change.

  5. Select the new renderer type from the Active Renderer drop-down list.

  6. Click on Update to apply the change, as shown in the following screenshot:

There's more...

JIRA comes with several field renderers to choose from, and you can install custom renderers from third-party vendors. A good example is the JEditor add...

Creating a new field configuration

As we have seen in previous recipes, you can configure a field's behavior with field configuration. JIRA not only comes with a default field configuration that is applied to all project and issue types by default, but it also lets you create your own so that you can choose the projects and/or issue types to apply your field configuration to.

In this recipe, we will make the Description and Assignee fields required only for the Task issue type.

How to do it...

Setting up a new field configuration is a three-step process. The first step is to create the new field configurations:

  1. Log in to JIRA as a JIRA administrator.

  2. Navigate to Administration | Issues | Field Configurations.

  3. Click on the Add Field Configuration button, and name it Task Field Configuration; click on Add.

  4. Click on the Required link for the Description and Assignee fields.

The second step is to associate the new field configuration with a new field configuration scheme:

  1. Navigate to Administration ...

Setting up customized screens for your project

JIRA comes with three screens by default: the Default Screen, the Resolve Issue Screen, and the Workflow Screen.

In this recipe, we will look at how to create a new screen from scratch, and then make it appear when we are creating a new issue of type Task.

How to do it...

The screen is one of the most complicated configurations in JIRA. To create a new screen and apply it often requires you to configure multiple schemes. So we will break these steps into three logical groups.

Firstly, we need to create our new screen:

  1. Log in to JIRA as a JIRA administrator.

  2. Navigate to Administration | Issues | Screens.

  3. Click on the Add Screen button, and name the new screen Task Create Screen click on Add.

  4. Select and add the Summary, Issue Type, Description, Assignee, and Reporter fields, as shown in the following screenshot:

Secondly, we need to assign the new Task Create Screen to the Create Issue operation:

  1. Navigate to Administration | Issues | Screen schemes.

  2. Click...

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Page 1 of 14

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Key benefits

  • Make JIRA adapt to your organization and process flow
  • Gather and display the right information from users with customized forms and layouts
  • Extend the capabilities of JIRA with add-ons, scripts, and integrations with other popular applications and cloud platforms
  • Use JIRA Service Desk as a customer service support portal

Description

JIRA 7 Administration Cookbook, Second Edition covers all the new major features that provide better prioritizing capabilities, enhanced visibility, and the ability to customize JIRA application to meet your needs. We start by upgrading your existing JIRA instance and working through tasks you can perform at the server level to better maintain it. We then delve deep into adapting JIRA to your organization's needs, starting with the visual elements of setting up custom forms to capturing important data with custom fields and screens, and moving on to ensuring data integrity through defining field behaviors. You'll gain insights into JIRA's e-mail capabilities, including managing outgoing e-mail rules and processing incoming e-mails for automated issue creation. The book contains tips and tricks that will make things easier for you as administrators, such as running scripts to automate tasks, getting easy access to logs, and working with tools to troubleshoot problems. The book concludes with a chapter on JIRA Service Desk, which will enable you to set up and customize your own support portal, work with internal teams to solve problems, and achieve optimized services with SLA.

Who is this book for?

This book is for administrators who customize, support, and maintain JIRA for their organization.

What you will learn

  • Customize basic settings for your projects, such as screens and fields
  • Create and customize workflows to suit your business process needs
  • Make workflows more effective and efficient
  • Manage users and groups inside JIRA and manage advanced login options
  • Secure your JIRA instance using effective practices
  • Perform e-mail functionalities with JIRA
  • Extend JIRA to integrate with other products and services

Product Details

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Publication date, Length, Edition, Language, ISBN-13
Publication date : May 26, 2016
Length: 264 pages
Edition : 2nd
Language : English
ISBN-13 : 9781785888441
Vendor :
Atlassian
Category :
Business & Other
Languages :
Java
Concepts :
Project Management
Tools :
JIRA

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Product Details

Publication date : May 26, 2016
Length: 264 pages
Edition : 2nd
Language : English
ISBN-13 : 9781785888441
Vendor :
Atlassian
Category :
Business & Other
Languages :
Java
Concepts :
Project Management
Tools :
JIRA

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Table of Contents

9 Chapters
1. JIRA Server Administration Chevron down icon Chevron up icon
1. JIRA Server Administration
Introduction
Installing JIRA for production use
Upgrading JIRA with an installer
Upgrading JIRA manually
Migrating JIRA to another environment
Setting up the context path for JIRA
Setting up SSL
Installing SSL certificates from other applications
Resetting the JIRA administrator password
Importing data from CSV
2. Customizing JIRA for Your Projects Chevron down icon Chevron up icon
2. Customizing JIRA for Your Projects
Introduction
Setting up different issue types for projects
Making a field required
Making the assignee field required
Hiding a field from view
Choosing a different field renderer
Creating a new field configuration
Setting up customized screens for your project
Removing a select list's none option
Adding help tips to custom fields
Using JavaScript with custom fields
Creating your own custom field types
Customizing project agile boards
3. JIRA Workflows Chevron down icon Chevron up icon
3. JIRA Workflows
Introduction
Setting up different workflows for your project
Capturing additional information during workflow transitions
Using common transitions
Using global transitions
Restricting the availability of workflow transitions
Validating user input in workflow transitions
Performing additional processing after a transition is executed
Rearranging the workflow transition bar
Restricting the resolution values in a transition
Preventing issue updates in selected statuses
Making a field required during workflow transition
Creating custom workflow transition logic
4. User Management Chevron down icon Chevron up icon
4. User Management
Introduction
Creating and importing multiple users
Enabling public user signup
Managing groups and group memberships
Managing project roles
Managing default project role memberships
Deactivating a user
Integrating and importing users from LDAP
Integrating with LDAP for authentication only
Integrating with Atlassian Crowd
Setting up a single sign-on with Crowd
Setting up a Windows domain single sign-on
5. JIRA Security Chevron down icon Chevron up icon
5. JIRA Security
Introduction
Granting access to JIRA
Granting JIRA System Administrator access
Controlling access to a project
Controlling access to JIRA issue operations
Allowing users to control permissions
Restricting access to projects based on reporter permissions
Setting up password policies
Capturing electronic signatures for changes
Changing the duration of the remember me cookies
Changing the default session timeout
6. E-mails and Notifications Chevron down icon Chevron up icon
6. E-mails and Notifications
Introduction
Setting up an outgoing mail server
Sending e-mails to users from JIRA
Sending notifications for issue updates
Sending notifications with custom templates
Disabling outgoing notifications
Creating mail handlers to process incoming e-mails
Setting up a project-specific from e-mail address
7. Integrations with JIRA Chevron down icon Chevron up icon
7. Integrations with JIRA
Introduction
Integrating JIRA with Confluence
Integrating JIRA with other JIRA instances
Integrating JIRA with Bamboo for build management
Integrating JIRA with Bitbucket Server (Stash)
Integrating JIRA with Bitbucket Cloud and GitHub
Integrating JIRA with HipChat
Integrating JIRA with Google Drive
Using JIRA Webhooks
Using JIRA REST API
8. JIRA Troubleshooting Chevron down icon Chevron up icon
8. JIRA Troubleshooting
Introduction
Troubleshooting notifications
Troubleshooting permissions
Troubleshooting field configurations
Running JIRA in safe mode
Importing data from other issue trackers
Automating tasks in JIRA
Running scripts in JIRA
Switching user sessions in JIRA
Working with JIRA from the command line
Viewing JIRA logs online
Querying the JIRA database online
Managing shared filters and dashboards
9. JIRA Service Desk Chevron down icon Chevron up icon
9. JIRA Service Desk
Introduction
Customizing the look and feel of your support portal
Capturing the right information for service requests from your customers
Setting up a knowledge base for your customers
Collaborating with your internal teams on service requests
Tracking and evaluating performance with SLA

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Customer reviews

Rating distribution
Full star icon Full star icon Full star icon Full star icon Empty star icon 4
(3 Ratings)
5 star 33.3%
4 star 33.3%
3 star 33.3%
2 star 0%
1 star 0%
praveen ad Feb 14, 2017
Full star icon Full star icon Full star icon Full star icon Full star icon 5
I just ordered this book , let me see once i will go through.ThanksPraveen
Amazon Verified review Amazon
J. Kelly Jan 16, 2017
Full star icon Full star icon Full star icon Full star icon Empty star icon 4
I like the clear and concise steps to accomplish various administrative tasks. It was great to learn how to integrate JIRA with Google drive (and possibly Box) to link documents with tickets.
Amazon Verified review Amazon
Amazon Customer Dec 24, 2016
Full star icon Full star icon Full star icon Empty star icon Empty star icon 3
Good Book if you follow along with the Workflow Samples. Also note, updates are frequent from Atlassian so gets outdated very Quickly. The online Support Page from Atlassian is a better resource. A good section of the Book could have been dedicated to Add-ons and Plug-ins.
Amazon Verified review Amazon

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About the author

Profile icon Patrick Li
Patrick Li
Patrick Li is the cofounder of AppFusions and works as a senior engineer there, specializing in integration solutions with many enterprise applications and platforms, including IBM Connections, Jive, Google Apps, and more. He has worked in the Atlassian ecosystem for over 10 years, developing products and solutions for the Atlassian platform and providing expert consulting services. He has authored many books and video courses covering Jira. He has extensive experience in designing and deploying Atlassian solutions from the ground up and customizing existing deployments for clients across verticals such as healthcare, software engineering, financial services, and government agencies.
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