Fields configuration

Learn how to manage access to fields on the Requests page

My Requests Extension allows for restricting access to both system and custom fields that can be visible as a column, search criteria, or a value on a Requests table. Before proceeding, access My Requests Extension configuration first.

Steps

1. From the top navigation bar, choose Jira Administration > Manage apps.
2. On the left sidebar, select Fields configuration under My Requests Extension section.

   

Overview

Fields configuration screen consists of easy-to-use elements to help you efficiently manage access to fields. To expand a field panel, click on the arrow to the right. You’ll see the Permissions tab open.

1. Column toggle makes the field visible as a column on the Requests page and enables for changing access to it. By default, everyone can choose a field as a column if the toggle is on.
2. Criteria toggle makes the field visible as a filtering criteria on the Requests page and enables for changing access to it. By default, everyone can choose a field as criteria if the toggle is on.
3. Permission pools are multi-select fields where you can give or restrict access to columns or criteria using Include/Exclude tabs. Criteria section can have its own permissions or the same as columns.
4. Search section lets you search and filter the fields basing on their name, active restrictions or scopes.
5. Manage scopes leads to the Scopes page where you can configure scopes that can later be used in the permission pools. View as lets you see the Requests page using permissions of a selected user.

For further field customization, click the Settings tab.

• Display name enables for changing the field name that’s displayed to the customer on the Requests page.

Adding permissions

By adding users, groups, organizations or scopes to the permission pools in different sections, you can give or restrict access to various elements on the Requests page.

Columns

You can make the field visible for selected customers as a column on the Requests page.

Steps

1. Switch on the Column toggle next to the field you want to change access to and click the arrow to the right to expand the field view.
2. In the Columns section, under column permissions, specify if the selected users should be included or excluded from the access by clicking on the tabs.
3. Add users, Jira groups, organizations and scopes to the permission pool.

   

Result

Selected entities can choose the field as a column.

Value visibility

When the columns view is enabled and visible for the customers, you can also restrict the value visibility for selected service projects. Users in those projects will be able to add a field as a column, but won’t be able to see its contents.

Steps

1. In the Columns section, under Value visibility, specify if the selected projects should be included or excluded from the access by clicking on the tabs.
2. Add service projects to the permission pool.

   

Result

Customers, despite having access to the field as a column, don’t see its value in selected service projects.

Criteria

You can enable the field as a filtering criteria that customers can use to narrow down their search on the Requests page.

Steps

1. Switch on the Criteria toggle next to the field you want to change access to and expand the field view.
2. In the Criteria section, specify if the field should inherit permissions from columns or should it have custom settings. To do so, choose the options from the drop-down list.
3. Select if the users should be included or excluded from the access by clicking on the tabs. Then add users, Jira groups, organizations and scopes to the permission pool.

   

Result

Selected entities can choose the field as criteria.

Restoring configuration

If your current configuration became confusing or something’s not working as intended, you can restore the default permission settings. Below you can see the table containing default fields configuration.

Fields	Column	Criteria
Key		Available in search
Organizations
Project
Reporter
Request type
Status
Summary		Available in search

Icon appearance

For Priority and Customer Request Type fields you can define whether their names should be displayed in a tooltip or next to an icon. Choose the desired option in the Settings tab.

Priority

Priority symbol is displayed as a column on the Requests page and its description can be shown in the tooltip for better visibility.

In order to display the description in the tooltip, turn on the toggle as shown below.

Result

The description is now displayed in the tooltip.

Before

After

Customer Request Type

Customer Request Type symbol is displayed as a column on the Requests page and its description can be shown in the tooltip for better visibility.

In order to display the description in the tooltip, turn on the toggle as shown below.

Result

The description is now displayed in the tooltip.

Before

After