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Multi Level Cascade Field - v3.1.0

Multi Level Cascade Field - v3.1.0

Release Notes: Multi Level Cascade Field - v3.1.0

Release Date: June 16th, 2025

The purpose of this document is to provide a comprehensive overview of the Multi Level Cascade Field feature. It explains how the feature works, outlines its configuration options, and describes use cases where it can be effectively applied. This guide is intended for end users, administrators, and developers who need to understand or implement cascading selection fields with multiple hierarchical levels in their workflows or forms. The document ensures that users can leverage the feature to create dynamic, context-driven field selections that enhance data accuracy and user experience.

Overview

Idea:

Multi Level Cascade Field is designed to enable hierarchical field selections, where each choice dynamically filters the options available in the next level. This structure allows users to make selections through multiple, logically dependent dropdowns. For example, choosing a Region, then a Country, and finally a City. Each level narrows down the available options based on the selection made in the previous level, helping to streamline data entry and reduce human error.

Goal:

The goal of the Multi Level Cascade Field is to enhance user experience and data accuracy by guiding users through a step-by-step selection process that reflects real-world hierarchies. By implementing this field type, teams can standardize data input, ensure contextual relevance, and simplify complex decision trees. Particularly useful in issue categorization, service request forms, or reporting parameters.

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Use Case: Select City for Stock Delivery based on Region/Country

A user needs to select a City for stock delivery. Instead of showing all cities, the system uses a Multi Level Cascade:

  1. User selects a Region (e.g., Europe)

  2. Then selects a Country within that region (e.g., France)

  3. Finally selects a City (e.g., Paris)

This ensures accurate location selection and avoids irrelevant options.

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Key Features

Configure Multi Level Cascade Field

Users can configure multi level cascade fields as custom fields to show logically dependent dropdowns.

Delete Multi Level Cascade Field

Users can delete the existing multi level cascade field configuration clicking “Delete” button on each one.

Set Default Value for Multi Level Cascade Field

Users can set default value for configured levels in multi level cascade fields.

Apply Multi Level Cascade Field to Issue Screen

Users can select value for multi level cascade field on Issue Screen.

Instructions for Use

Add Multi Level Cascade Field in Table Grid Next Generation app

  1. Open Manage apps page in Jira Administration

  2. Click Multi Level Cascade Configuration

  3. Click Add Field button

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  1. Fill in Name and Description of your field

  2. Configure levels

  3. Click Save button to save field

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Add Multi Level Cascade Field in Custom Fields screen

  1. Open Work items page in Jira Administration

  2. Click Custom fields in Fields section

  3. Click Create custom field button

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  1. Select Multi Level Cascade Field and click Next

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  1. Fill in Name and Description of your field

  2. Click Create

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  1. Select Issue Types and Projects to configure which issues that your field will appear

  2. Click Create

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  1. Check screens that you want to display your field and click Update

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Configure Levels with Jira Fields Data Source

  1. On Multi Level Cascade Configuration screen, select “Jira Fields” as data source

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  1. Click image-20250603-072730.png to add level

  2. Fill in Label (to display as name of dropdown) and Identifier (to identify the value of the dropdown and be used in placeholder) for each level

  3. Select a Jira field in Field to get data

  4. Select an attribute of the selected Jira field in Display column field to show value in the dropdown list

  5. Click image-20250603-081644.png to save level

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Configure Levels with JQL Data Source

  1. On Multi Level Cascade Configuration screen, select “JQL” as data source

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  1. Click image-20250603-072730.png to add level

  2. Fill in Label (to display as name of dropdown) and Identifier (to identify the value of the dropdown and be used in placeholder) for each level

  3. Enter JQL query to define the scope of Jira issues

You can use value placeholder to replace actual values of levels at runtime

Format: {level:identifier:attribute}

Example: {level:issuetype:id} represents the value of the id attribute for the level identified by issuetype.

  1. Click Validate to check the validation of JQL query

  2. Select a Jira field in Display column field to show value in the dropdown list

If JQL query contains placeholder, you have to type the column name in Display column field

  1. Click image-20250603-081644.png to save level

 

Configure Levels with SQL Data Source

  1. On Multi Level Cascade Configuration screen, select a data source with SQL type

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  1. Click image-20250603-072730.png to add level

  2. Fill in Label (to display as name of dropdown) and Identifier (to identify the value of the dropdown and be used in placeholder) for each level

  3. Enter SQL query and click Get data to query data

You can use value placeholder to replace actual values of levels at runtime

Format: {level:identifier:attribute}

Example: {level:issuetype:id} represents the value of the id attribute for the level identified by issuetype.

  1. Select a column in Display column field to select which column data appear in the dropdown list

If SQL query contains placeholder, you have to type the column name in Display column field

  1. Click image-20250603-081644.png to save level

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Configure Levels with REST Data Source

  1. On Multi Level Cascade Configuration screen, select a data source with REST type

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  1. Click image-20250603-072730.png to add level

  2. Fill in Label (to display as name of dropdown) and Identifier (to identify the value of the dropdown and be used in placeholder) for each level

  3. Enter JSON Path query or Relative URL to query data

You can use value placeholder to replace actual values of levels at runtime

Format: {level:identifier:attribute}

Example: {level:issuetype:id} represents the value of the id attribute for the level identified by issuetype.

  1. Click Get data

  2. Select a column in Display column field to select which column data appear in the dropdown list

If SQL query contains placeholder, you have to type the column name in Display column field

  1. Click image-20250603-081644.png to save level

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Set Default Value for Multi Level Cascade Field

  1. Open a configured Multi Level Cascade Field

  2. Click Default Values tab

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  1. Select default values for levels that were configured in Levels tab

  2. Click Save to save the level configuration

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Edit and Delete Multi Level Cascade Fields

  1. Open Apps page in Jira Administration

  2. Click Multi Level Cascade Configuration

  3. Click image-20250603-045011.png to edit field and click image-20250603-050149.png to delete field

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Apply Multi Level Cascade Field to Issue Screen

Multi Level Cascade Field can’t be displayed on Customer Portal screen in Jira Service Management project.

  1. Create issue in Projects and Issue Types that have been configured to display your Multi Level Cascade Field

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  1. Select values for your multi level cascade field, then click Save

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  1. Click Create to create issue with your field

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Edit Multi Level Cascade Field on Issue Screen

  1. Open issue that has been configured to display your Multi Level Cascade Field

  2. Click on your field to edit its value

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  1. Select values for your multi level cascade field

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  1. Click Save to save your field

 

Feedback and Support

For more information, visit our Support Portal here.

Conclusion

Multi Level Cascade feature enhances user interaction by providing a structured, hierarchical selection process that ensures data relevance and accuracy. By dynamically filtering options based on previous selections, it simplifies complex workflows and reduces input errors. Whether used for categorizing issues, filtering reports, or segmenting data, this feature offers a more intuitive and efficient user experience.

We encourage you to explore its capabilities and integrate it into your workflows to streamline operations and improve data consistency.