Quick start guide

The document describes the basic way to create a basic configuration in JIRA Datacenter/Server. This page helps you to create your first grid.

The grid is a custom field of type Grid Custom Field.

 

First steps with Table Grid in JIRA Datacenter/Server

1. Create project

Navigate to main taskbar, in Projects click Create project

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In Create project, select one type of project

In this example, writer chose Kanban software development.

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Click Select button

Type Name and Key of the software development. Click Submit button to save the project.

In this example, writer typed “Quick Start Guide” for Name and Key

2. Create new grid

User can create new grid in 2 different way

2.1 Add a Grid Custom Field

In your JIRA administration navigate to Issues

Click Custom fields then click Add custom field to add new custom field

Select a Field Type as Grid from the list. Click Next to process next step.

Type the field Name and Description. Click Next to process next step.

In this example, writer used “Quick Start Guide” for Name and Description

In Configure context, choose Select issue types, Choose context and Select projects. Click Create to save the configuration.

Associate the field to the appropriate screens in Configure context

In this example, writer choose QSG: Kanban Bug Screen and QSG: Kanban Default Issue Screen.

Click Update button to save the associate screen.

You can see the grid under Manage apps - Table Grid - Grids tab in your JIRA administration.

In Grid Fields - Grid - Table Grid, user can select the grid and click the button to edit the gird

Fill the Name and Description.

In this example, writer used Quick Start Guide for Name and Description.

In Configuration, user click Add new column to create new columns or use the default columns.

Click Save to save the configuration.

 

Where you can add columns to your grid, specify grid general settings and connect external data sources to your grid.

2.2 Create a Grid Field

Navigate to Jira Administration → Click Grid in Table Grid

Click Add Grid button co create new grid

Fill in information for Name and Description

In this example, writer used Quick Start Guide for both of it

Click Save to save the configuration

Click Screen in Issues

Search for your Screen then click Configure to add the grid in the selected screen.

In Configure Screen, search for the grid then click Add button to add the grid.

In this example, writer add Quick Start Guide grid in QSG: Kanban Default Issue Screen

3. View grid on issue view

In Projects, click View All Projects

Choose your project

In this example, writer choose Quick Start Guide project.

Click Create button to add new issue

In Create Issue, write Summary of the issue. Click Create to create new issue

In this example, write wrote Test for Summary

4. Add data to the grid 

  1. Once the columns are configured you can populate the grid with data. 

By default, the text/string column values are aligned left and number/integer column values are aligned right.

Below you can see how the grid looks on the issue view. 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.

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