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Create sub-tasks list using an external data source

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

Untitled Diagram-Page-17.drawio (1) (1).png

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

image-20240401-091342.png

Please note that for data source need Authorization key, user can choose Basic for Authorization and type Username and Password.

image-20240401-092642.png

 

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.

image-20240401-093957.png

 

3

In Projects, click Create Project

image-20240401-100232.png

4

Fill all the related information about project.

In this example, writer use Test 2 for Name and T2 for Key

image-20240401-100948.png

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

  • Name = “Test 1

  • Description = “Test 1

image-20240401-101902.png

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

image-20240402-040004.png

In Dynamic Options, choose your data source then click “Get data” then in Mapping, choose “ID” for label.

image-20240402-040127.png
image-20240402-040343.png

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

image-20240402-041730.png

In Dynamic Options, choose your data source then click “Get data” then in Mapping, choose “phone” for label.

image-20240402-042602.png

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

image-20240402-043226.png

In Dynamic Options, choose your data source then click “Get data” then in Mapping, choose “email” for label.

image-20240402-043347.png

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

image-20240402-044854.png

In Dynamic Options, choose your data source then click “Get data” then in Mapping, choose “website” for label.

image-20240402-044939.png

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

image-20240402-081957.png

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.

image-20240402-091731.png





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