Create sub-tasks list using an external data source
This article describes one of the common use cases, where you can apply dynamic list options with an external REST API datasource.
You will also learn how to use several features in TGNG app such as:
Introduction
Use the Table Grid Next Generation for Jira Cloud as a storage of simple sub-tasks with the sub-task assignee and status change.
You will learn how to set up a grid to track sub-tasks and update assignee and status. You can easily connect an external data source with Jira statuses and another one with Jira users group. You don't need to add the data manually into the grid configuration.
Every time the user group connected as the external data source will be updated with new users, they will appear as options in the grid assignee column. Once you add a new status to your Jira, it will be displayed as an option in the list.
Prerequisites
User logged into their account, installed Table Grid Next Generation app
User created a related Jira project
User had the admin role on Jira
User can encode the credentials using any available encode tool such as Base64.
Post-condition
User can use the grid to update related information for the list of items.
User can download/upload the Configuration for personal usage
Conditions
Required fields are marked with a red asterisk *
The grid must contain at least one column
The grid can be displayed in more than one project
User can download/upload the config for future usage in other project/issues.
When adding new columns or save the configuration, user need to reindex JIRA in order to changes to take effect.
When clicking the box Cell value required, user need to fill the information in the cell.
Flow chart diagram
Creating configuration
Step | Action |
1 | In Data source, fill Name and Description then choose your Datasource Type In these example, writer choose Rest for Datasource Type and put URL: https://jsonplaceholder.typicode.com/users For Authorization, select None Please note that for data source need Authorization key, user can choose Basic for Authorization and type Username and Password.
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2 | Click “Test connect” and if successful you will see a pop-up like the example below Click Save to save the data source information.
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3 | In Projects, click Create Project |
4 | Fill all the related information about project. In this example, writer use Test 2 for Name and T2 for Key |
4 | Navigate to Jira Administration by clicking button |
5 | Click Manage Apps, in Table Grid section choose Grids |
6 | In Grid Fields, click Add Grid button to add new grid |
7 | Fill information for “Name” and “Description” In this example, writer used
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8 | In Configuration - Column, click Add new column to create new column |
9 | In Add Column, choose Single select list in Column type |
10 | User fill information for Identifier and Title In this example, writer used “jno“ as Identifier and type “No.” as column Title In Dynamic Options, choose your data source then click “Get data” then in Mapping, choose “ID” for label. Click to save the Dynamic Options and click Add to save the column information |
11 | Click Add to save the information |
12 | Click Add new column to create new column |
13 | In Add Column, choose Single select list in Column type |
14 | User fill information for Identifier and Title Type “jphone“ as Identifier and type “Phone” as Title In Dynamic Options, choose your data source then click “Get data” then in Mapping, choose “phone” for label. Click to save the Dynamic Options and click Add to save the column information |
15 | Click Add to save the information |
16 | In Add Column, choose Single Select List in Column type |
17 | User fill information for Identifier and Title Type “jemail“ as Identifier and type “Email” as Title In Dynamic Options, choose your data source then click “Get data” then in Mapping, choose “email” for label. Click to save the Dynamic Options and click Add to save the column information |
18 | Click Add to save the column information |
19 | In Add Column, choose Single Select List in Column type Type “jwebsite” as Identifier and Type the “Website” as column Title In Dynamic Options, choose your data source then click “Get data” then in Mapping, choose “website” for label. |
20 | Click Add to save the information |
21 | User click Save button to save the columns information |
22 | Based on your individual purpose, you can fill information for each column by double click the cell. Click Save button to save the config. |
Exceptional Flow
Users delete all columns
Continued from step #19 in the Basic Flow:
Step | Description |
20 | The system shows a pop-up message: “Grid name is required. Please set the name of your Grid., table-config-column-config-required” |
Use case stops. |
Users click “Cancel” when saving the config
Continued from step #20 in the Basic Flow:
Step | Description |
21 | The system shows a pop-up message: “Exit without saving?” |
22 | User click Yes button |
Use case stops. |
Grid configuration file
To go faster you can import this grid configuration =
Apply the grid on Issue Screen
In Project Test 2, click Create Issue → Click Create to proceed next step
Click on the Table Grid icon on the issue screen, and you will see your grid on issue
User can continue to edit the config in the issue by clicking the button and add more rows in the issue by clicking the button
Click to save any changes or click to cancel it.