Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Note

This step can only be completed by your Jira Admin

  1. Install the 'TeamForm for Jira' Marketplace App into your Jira Cloud instance.
    A link to the Marketplace App is here: https://marketplace.atlassian.com/apps/1232958/teamform-for-jira

  2. Within Jira, navigate to the Admin Page for the Marketplace App:

...

  1. On the Admin Page, fill in your TeamForm Public API details including:

    1. Tenant ID

    2. Client ID and Client Secret (refer below to TeamForm API)

    3. Workspace ID (if left blank, the plugin will use TeamForm’s default Workspace)

    4. Optional: If you use a Custom TeamForm URL to connect to TeamForm, you can enter it on this page.
      e.g. company.teamform.co

    5. Click Change with each of the new setup details.

Info

Note

  • If you have setup the TeamForm Public API - you will have this information already

  • If you have not setup the TeamForm Public API before - contact TeamForm using the contact us option at the bottom of the page.

    Status
    colourYellow
    titleaction required
    Copy the information below into your request.

Code Block
TeamForm for Jira App Setup request:
- please provide: Client Credentials (ID and Secret)

Access Level: <production, staging, test etc>
Tenant ID: <tenant id (as found above)>
Workspace ID: <workspace id>
Security Contact: <your email, or the email of the person responsible for the secure storage of the Client Credentials>
Atlassian Jira URL: <xyz.atlassian.net>

...

  1. Optional: If you use a Custom URL to connect to TeamForm, you can enter it on this page.
    e.g. company.teamform.co

...

...

How-to Use

Issue Linking

  1. Head to an Issue on any Jira board on the current Instance:

  2. Click on ‘TeamForm Team’ on the right-hand side.

    1. A panel will open, showing that this issue is currently ‘Unassigned’ to a TeamForm Team.

  3. To assign a Team, click the select box at the bottom of the panel. Click on one of the Teams to ‘link’ it to this Issue:

  4. To search for other Teams in TeamForm, type the name, or part of a name into the select box. The Marketplace App will query TeamForm, and show potential Teams relevant to your search term.

  5. For example, try typing: ‘customer', which should return 'Customer Success’ as the top result.

...