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How to create a grid

How to create a grid

 

You can add a grid directly in the grid administration page or create a custom field of type Grid Custom Field. This article describes how to create a grid.

Prerequisites

  • User logged into their account, installed Table Grid Next Generation Server / Datacenter app

  • User created a related Jira project

  • User had the admin role on Jira.

Pre-condition

  • User can create grid and use it in a Jira Project

  • User can edit or delete existing grid, or able to display grid on a chosen project.

Add grid from the Table Grid administration page 

Step

Action

Step

Action

1

In your Jira administration navigate to Manage apps

2

On the left sidebar locate Table Grid admin menu, select Grids tab

Click Add Grid corresponding button on the top right corner of your screen to add grid.

 

3

Fill the Name and Description

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In Configuration, user create new column by clicking Add new column or use default columns in Table Grid

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In Add column, choose for Column Type

For more information about Column type, please visit here: Column types

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User fill required information includes Identifier and Title then click Add to save the column

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If user had the existing configuration, then you can click button Upload config to import grid information.

Moreover, user can download the configuration of the grid as a .json file by clicking button Download config and then import it to another grid.

Visit here for more information: Grid configuration export/import

image-20231225-041921.png

4

Click “Save” button to save the grid information

5

Associate the field to the appropriate screens so user can see it on the issue.

In Issues, user click on “Screen” section, with the chosen screen, click “Configure”

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When scroll down to the end of the page, user can choose grid by clicking this button:

Screenshot 2023-12-25 115256.png

Click Add to save the grid

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User can read more information here: How to define a screen for a custom field

6

Following these steps, user can create project with Grid

 

Add a Grid Custom Field

Step

Action

Step

Action

1

In your JIRA administration navigate to Issues, then click Custom fields

In Custom fields, click Add custom field

2

Select a Field Type as Grid Custom Field form the list

3

Add the field Name and Description

4

Associate the field with appropriate context by select issue types and projects for the configuration.

Click Create to save the Configure context information.

5

Associate the field with the appropriate screens by ticking the box in column Select

Click Update button to save the information.

7

The field has been successfully created with the default configuration. 

You can see list of grids in the Table Grid administration, under Grids tab.

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You can add multiple grid configurations for one grid using custom field configuration schemes.

 

Using a grid in Jira Project

Create a Jira project

  • Click Create project

  • Within the chosen Software Project, type the Name and Key of the project.

  • Click Submit to save the project information.

Create an issue with the grid

  • In the main board, user can click the Create button to create a new issue, fill information about Summary and Assignee.

  • The final result should be like this, user can edit the grid information with the pencil button attached on the right side of the table.