Fields configuration

Learn how to configure fields and display selected data on your Requests page.

Fields configuration lets you determine additional information which can be accessed by the users of Requests page. As an administrator, you can configure the system and custom fields to be available as columns or filtering criteria for the particular users. What’s more, the app configuration enables you to restrict fields’ visibility by managing Permissions. You can also use the Display name settings.

Before you start using the functionalities related to fields, learn about accessing the configuration.

Accessing configuration

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

The Fields configuration view allows you to use several functionalities related to fields. By accessing the view, you’re presented with the list of fields that can be used on Requests page. You can set custom configuration for every listed field.

To easier find your way around the view, check the below screen with the highlighted components and read an overview of the Fields configuration features:

1. Column toggle makes the field visible as a column on the page with requests. By default, every user of Requests page can choose a field as Column if the toggle is on. It’s also possible to restrict column’s visibility to particular entities by setting permissions.
2. Filtering criteria toggle makes the field visible as filtering criteria on the page with requests. By default, every user of Requests page can choose a field as Filtering criteria if the toggle is on. It’s also possible to restrict the visibility of criteria to particular entities by setting permissions.
3. Permissions are multi-select fields that allows you to grant or restrict access to columns or filtering criteria. By using the Include and Exclude tabs and selecting particular users, organizations, user scopes or groups, you can define who can see a particular element on Requests page. Note that for filtering criteria it’s possible to use the same permissions as for columns or choose custom settings.

4. The Settings tab allows you for defining the Display name of a particular field. Your custom display name will be visible to the users of Requests page.

5. The Search section lets you search for particular fields based on their names, availability on Requests page, Permissions or Scopes.

6. The Manage scopes link redirects you to the Scopes view where you can organize users, groups and organizations which match the same preferences into many reusable presets that can be used in permission pools across the entire app. The View as link lets you display Requests page with the use of permissions of a selected user.

Enabling columns and criteria

By configuring fields to be available as Columns or Filtering criteria, you allow the users of Requests page to decide about information they see on the list with requests.

To make a field available as a column on the list with requests, navigate to the chosen field configuration and enable the toggle next to Column.

For displaying a field in the filtering criteria section on Requests page, go to the chosen field configuration and enable the toggle next to Filtering criteria.

Managing permissions

By adding particular users, groups, organizations or scopes to the permission pools in different sections of Fields configuration, you can give or restrict access to the following elements of Requests page:

• Fields displayed as columns
• Fields’ values
• Fields displayed as filtering criteria

Columns

By enabling a field as Column you can make the field visible for selected users. As a result, it will be displayed as a column on the list with requests.

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, choose Include or Exclude tab.

3. Select users, Jira groups, organizations or User scopes to set permissions.

Result

The entities selected in Include can set the configured field as a column on the list with requests.

Value visibility

When the columns view is enabled and visible for the customers, you can also restrict the Value visibility for selected service projects.

Steps

1. In the Columns section, under Value visibility, choose Include or Exclude tab.

2. Add service project(s) to set permissions.

   

Result

Users despite having access to the field as a column, don’t see its value for the service projects selected for the Exclude tab.

Filtering criteria

By making a field visible as filtering criteria, you enable users to filter their Request page by using this field.

Steps

1. Switch on the Filtering criteria toggle next to the field you want to change access to and expand the field view.
2. In the Filtering criteria section, it’s possible to specify if the field should have the same settings as for Columns. You can also set custom settings. Choose the relevant options from the drop-down list.
3. Choose the Include or Exclude tab under Filtering criteria permissions and select users, Jira groups, organizations or User scopes to set permissions.

Result

The entities selected in Include can set the configured field as filtering criteria on Requests page.

Restoring configuration

If your custom configuration gets confusing or something isn’t working as intended, you can go back to the default permissions settings with the Restore default button.

Show field value

For Priority and Request Type (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 Settings > Show field value.

Priority

By default, the Priority icon together with its description is displayed as a column on Requests page. For better visibility, it’s possible to show the description in the tooltip.

In order to display the description in the tooltip, choose Tooltip under Show field value.

Result

The description is now displayed in the tooltip.

Before

After

Request Type

By default, the Request Type (Customer Request Type) icon together with its description is displayed as a column on Requests page. For better visibility, it’s possible to show the description in the tooltip.

In order to display the description in the tooltip, choose Tooltip under Show field value.

Result

The description is now displayed in the tooltip.

Before

After