Create and configure a Smart fieldA Smart field, just like any other custom field, can currently only be created and configured by a Jira administrator.
Navigate to the custom field section of the Jira administration. Administration → Issues → Fields → Custom Fields Smart fields can only be created and configured by a Jira administrator. |
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Click on Create custom field |
Optionally, add a description. Always use descriptive descriptions. They will help you to directly identify what the field is about. |
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Find your newly created field and navigate to the configuration screen. ... → Context and default value → Edit custom field config
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Configuring Smart Field Smart fields can be configured in two different ways. You can either use the Template view to choose from a set of preconfigured templates from our use case library, or you can switch to the Expert mode where calculations can be configured freely with our expression editor, best known from our Jira app Jira Workflow Toolbox (Cloud).
The Template view is the default configuration view of Smart Fields for Jira. It provides a set of preconfigured templates which are represented by cards. Each card shows a short name describing its purpose and the icon of the template category. |
From here, you can switch to the Expert mode at any time. If you had selected a template, its configuration is taken over to the Expert mode, where you can alter the corresponding parser expression. Be aware that you cannot switch back to the Template view once you have made any changes in the Expert mode, even if you reverse them. |
Select a use case from TemplateSelect a use case by clicking on a template card in the overview, or by clicking on Select at the button of the card. The selected template will be highlighted. You can also search for templates by name or drill down in the overview by selecting a specific category, only showing templates from this category. |
Click Save in the bottom right corner to finish your configuration. |
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The Expert mode allows you to configure custom Smart fields with the expression editor, best known from our best-rated Jira app Jira Workflow Toolbox (Cloud). You are free to edit the entire expression down to the logical elements. |
You can choose a card from the Template view, switch to the Expert mode and edit the underlying expression of this template, but you cannot switch back to the Template view once you have made any changes, even if you reverse them. |
Select "Expert mode"From the Template view, click the Expert mode button in the top right corner. |
Enter a valid Expression |
Click Save in the bottom right corner to finish your configuration. |
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Smart fields can be configured in two different ways. You can either use the Template view to choose from a set of preconfigured templates from our use case library, or you can switch to the Expert mode where calculations can be configured freely with our expression editor, best known from our Jira app Jira Workflow Toolbox (Cloud).
The Template view is the default configuration view of Smart Fields for Jira. It provides a set of preconfigured templates which are represented by cards. Each card shows a short name describing its purpose and the icon of the template category. |
From here, you can switch to the Expert mode at any time. If you had selected a template, its configuration is taken over to the Expert mode, where you can alter the corresponding parser expression. Be aware that you cannot switch back to the Template view once you have made any changes in the mode, even if you reverse them. |
Select a use case from TemplateSelect a use case by clicking on a template card in the overview, or by clicking on Select at the button of the card. The selected card will be highlighted. You can also search for templates by name or drill down in the overview by selecting a specific category, only showing templates from this category. |
Some templates require more setup, like picking the source fields for your calculation. Based on the template you choose for your situation, you might need to click Next in the bottom right corner. For instance, if you want to calculate the "total story point of an issue within an epic", you will need to pick the field that contains your story points.
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Click Save in the bottom right corner to finish your configuration. |
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The Expert mode allows you to configure custom Smart fields with the expression editor, best known from our best-rated Jira app Jira Workflow Toolbox (Cloud). You are free to edit the entire expression down to the logical elements. |
You can choose a card from the Template view, switch to the mode and edit the underlying expression of this template, but you cannot switch back to the Template view once you have made any changes, even if you reverse them. |
Select "Expert mode"From the Template view, click the Expert mode button in the top right corner. |
Enter a valid Expression |
Select display format Optionally, choose a custom display format. This is extremely useful to enhance usability for end users. Read more about the available Display formats. |
Click Save in the bottom right corner to finish your configuration. |
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Check the results Browse to an issue and view the result. |
Remember: All Smart fields are read-only and cannot be manually updated. The calculation of each Smart field is triggered as soon as an issue is loading. The calculation itself may take more time to complete than the loading process of the issue. In these cases, a tooltip will appear informing you that the calculation process is not yet completed. Refresh the browser to reload the result. |
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