First steps with Table Grid in JIRA Cloud

Table Grid for Cloud offers a user-friendly solution for tables in JIRA Cloud. It allows you to gather and structure your data related to an issue in one single table. 

1. Create project

In Projects section, click Create project to create new project.

Open

User choose a Project templates

In this example, writer used Kanban software development board.

Open

The system will display the software development information for user to follow. User can click “Use template” to process next step.

With Kanban board, user can choose a project type which are “Select a team-managed project” or “Select a company-managed project”. Please note that in other project template, there will be different project type.

In Add project details, user can type Name and key of a project, the information of project type will be displayed in the right side of the screen.

Click Next button to save the project information.

User can connect the project with different spaces such as Confluence by clicking the button.

Click Continue button to proceed next part.

User can see the project board like the example below.

2a. Create Grid Fields

Add a Grid Field if the data in the grid should be modified from the issue view or if you want to populate the data manually. 

With Table Grid application you can create two types of table grids for different purposes: 

• Grid fields

• View fields

The main difference between them is the ability to edit grid content from the issue view.

a. Navigate to Jira Administration

Navigate to Jira Administration by clicking button → Click Apps to navigate to Table Grid

In Grids main page, click Add Grid button to add new grid

There will be a pop-up that shows the grid type, user choose Grid fields by clicking the circle.

Click Confirm button to select grids type

Now let's go and create some tables to structure your data together!

b. Create a Grid

This is the page that will help you configure your first grid.

Firstly, give a Name and Description for your new grid, it will help you distinguish your table and give a hint of its purpose once you have multiple grids in your JIRA.

Secondly, since you may want to display your grid only for specific projects and issue types, you need to define them in the 'Scope' section. You can click the button to select a Projects to display the grid and Issue Types in the project.

In this example. writer used “Test 1” for both Name and Description of the grid. In Scopes, writer choose project “QSG and “Task”, “Epic”, “Story”, “Bug” and “Subtask” for Issue Type in QSG.

By default, the field is already filled with some basic configuration for your convenience which you can easily adjust to your needs. 

That's it for the configurations. You can click Save button to save the information

When save the grid, user can see the list of grids in Grids main page.

2b. Create a View Field

Now let's take a look at the other type of grid - View Field. This grid cannot be edited from the issue view, it is mostly used to show grid data to customers, or project members that don't need to have editing access. 

a. Connect data source

Navigate to Jira Administration by clicking button → Click Apps to navigate to Table Grid

In TABLE GRID section on the left side of the screen, click Data Sources

Click Add Data Source button to add new data

Read more information about Data Sources and how to connect a data source.

In this example, writer chose SQL for Datasource type.

User click the Test connection to see if the connection works. If it is successful there will be a pop-up message that shows on the right side of the screen like below.

Click Save button to save the information.

b. Navigate to Jira Administration

Navigate to Jira Administration by clicking button → Click Apps to navigate to Table Grid

In Grids main page, click Add Grid button to add new grid

In select grids type pop-up, choose View fields then click Confirm to proceed next step.

The next step is very similar to the Grid Field creation. Give the grid a Name and Description and Select project scope in Scopes section.  

In this example, writer used “View Fields Grid” for Name and Description then select “Quick Start Guide” - “QSG” project.

In Configuration section, user create new columns by clicking “Add new column” line

User can delete default column by clicking the button in the column name.

In this example, writer create 4 new column

With the first column

• Choose String for Column type

• Choose “pcategory” for Identifier and “Category” for Title.

Click Add button to save the column information.

With the second column

• Choose String for Column type

• Choose “pmanufacturer” for Identifier and “Manufacturer” for Title.

Click Add button to save the column information.

With the third column

• Choose Number for Column type

• Choose “pprice” for Identifier and “Price” for Title.

Click Add button to save the column information.

With the fourth column

• Choose String for Column type

• Choose “pmodel” for Identifier and “Model” for Title.

Click Add button to save the column information.

Configure required columns and switch to the Data Receiver tab. Here you can connect the data source to your table and map the columns of the external database with your newly created table columns.

Choose your Data Source by clicking the button, then type a SQL query.

In this example, writer used:

• “TEST1” for Data Source

• SELECT * FROM tablegrid.invoice_11;

  for SQL Query

In this step, please note that the column name must match with the column database then user can mapping columns and display the data.

In Mapping section, map the columns name with the database column. If it is successful, the full table will display as result below:

Clicking in Columns, user can see the full table

Click Save button to save the configuration.

3. View grid on issue view

a. Choose a project

In the main taskbar, select a project

In this example, writer used Quick Start Guide (QSG) project.

b. Create new issue

In project board, click Create button to create new issue.

Type for issue Summary

Click Create to save the issue information.

User click on Grid button to see the grid available for the project.

For the Grid Fields, user can edit the column by clicking the icon.

After fill all of the information, user can click button to save or click to cancel any changes.

In the edit mode you can add more rows by clicking button. Use inline editing to fill them up, and save the data by clicking the check mark in the bottom right corner of the grid whenever you're ready. 

The final result will look like this

View Field grid in read-only mode is available for demonstration. In View Fields Grid, user can

• 1: Reload grid

• 2: Filter rows

• 3: Group by column

• 4: Export data.

In future versions, we plan to significantly extend the functionality of the grid. We'll support different database sources, additional data types, and use of formulas. Don't miss our updates!

Still have questions? Visit User guides page for more details.