How to Create and Manage a Grid Custom Field

How to Create and Manage a Grid Custom Field

With Grid Custom Field, you have two approaches to create and manage Grid Custom Fields:

  • From the Grid Custom Fields tab in the Table Grid Next Generation app

  • From the Fields page in Jira admin settings

Create and manage Grid Custom Fields from Grid Custom Fields tab in Table Grid app

Prerequisites:

  • User is logged in and has installed Table Grid Next Generation.

  • User has Jira administrator permission.

Create Grid Custom Field

Navigate to the Manage apps Select the Grid Custom Fields tab in Table Grid app  
Click the Add Grid Custom Field button Select a Grid type and click Confirm button  
You can configure all available settings or a Grid Custom Field in the same way as a Grid. For detailed instructions, refer to the configuration documentation: For Grid Custom Field, currently Table Grid Next Generation does NOT support ‘Allow edit grid on customer’s portal view’ feature.
All Grid Custom Fields are created with a default context: Project scope: Global (all projects) Issue type scope: All issue types  

A Grid Custom Field is now a native Jira custom field.

Each Grid Custom Field can contain multiple contexts. Each context has its own independent Grid configuration, and grid configurations are always managed at the context level.

Explore how to create and manage contexts for a Grid Custom Field here.

Editing:

  • Grid configuration can only be edited per context.

  • Changes apply only to the selected context and do not affect other contexts.

Deleting:

  • Delete Context: Removes the selected context and its Grid configuration. The Grid Custom Field and other contexts remain.

  • Delete Grid Custom Field: Removes the Grid Custom Field along with all contexts and their Grid configurations.

Edit Grid Custom Field Configuration & Default Value

 
Edit the grid configuration in the same way as editing a Grid  
Edit the Default Value by clicking the + button and entering your data in the table grid below.  
Click the Save button to update your Grid Custom Field Configuration and Default Value successfully.  

Delete Grid Custom Field

Delete a Grid Custom Field with multiple contexts

Click the Delete button next to the Grid Custom Field  
Click the Yes button to confirm deletion.  

Delete a Grid Custom Field with only one context

Click the Delete button of Grid Custom Field which have only one context  
Click Yes button to confirm deletion  

Create and manage Grid Custom Fields from Fields page of native Jira Admin Settings

Prerequisites:

  • User is logged in and has installed Table Grid Next Generation.

  • User has Jira administrator permission.

Create Grid Custom Field

Click the Settings button in the navigation bar and select Work items Click the Fields tab in the navigation sidebar to open the Fields page  
Click the Create new field button Select ‘Grid Field’ or ‘Grid View Field’ in Field type field A Grid Custom Field with the Grid Field type behaves the same as a Grid Field. A Grid Custom Field with the Grid View Field type behaves the same as a Grid View Field. Fill in the information and click Create button to create a Grid Custom Field successfully After creating the Grid Custom Field successfully, the Add Field Configuration Scheme panel will automatically appear, allowing you to add the field by selecting the appropriate field configuration scheme and clicking ‘Add to field configuration scheme.’ If you skip this step, please refer to the following documentation to add the field later and make it available for use in Spaces:
All Grid Custom Fields are created with a default context and a default configuration: Default context: Project scope: Global (all projects) Issue type scope: All issue types

Edit Grid Custom Field Configuration & Default Value

Click the Actions button of the Grid Custom Field Select Contexts and default values option
Edit the Grid Custom Field configuration in the same way as editing a Grid configuration
Edit the Default Value by clicking the + button and entering your data in the table grid below.  

Delete Grid Custom Field

Result: The Grid Custom Field is deleted successfully and remove from the Fields list

In Jira Cloud, after a Custom Field is deleted, it is moved to the Deleted fields tab on the Fields page and retained for 60 days. After 60 days, the field and its data are permanently deleted.

During this period, you can restore the Custom Field along with all of its data from the Deleted fields page.

So that, you can totally restore a Grid Custom Field after deleted within 60 days after performing the delete action.

Restore Grid Custom Field

Click the Actions button and select Restore field
After being restored, the Grid Custom Field will be showed again in both Fields page and Grid Custom Field page in Table Grid Next Generation app.