Page Comparison

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

   1. Tenant IDClient ID and Client Secret (refer below to TeamForm API (located via the help ? icon on the bottom left menu of TeamForm)

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

   3. Client ID and Client Secret (refer below for TeamForm API steps)

   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.

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>

How-to Use

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Project Linking

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To link a project to one (or many) TeamForm Team(s):

1. Click on ‘TeamForm Team’ TeamForm on the rightleft-hand side.

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

   2. Image Removed

   sidebar

   • Note: on smaller screens, you might need to scroll down

   • This will show the Project-level settings for the App.

2. To assign a Team, click the select box at the bottom of the panel.

3. Click on one of the Teams to ‘link’ link it to this Issue:

   Image Removed

   Jira Project.

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. For example, try

   • e.g. typing: ‘customer', which should return 'Customer Success’ as the top result.

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Project Linking

To link a project to one (or many) TeamForm Team(s):

1. Click on ‘TeamForm’ on the left-hand sidebar.

   This will show the Project-level settings for the App.

   Once a team is linked, Jira issues will be synchronised to TeamForm however frequently the integration is configured for - every 15 minutes by default.

Issue Linking

Status
colour Blue title beta

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

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

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

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3. To assign a Team, click the select box at the bottom of the panel.

   • Click on one of the Teams to

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3. • link it to this

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3. • Issue:

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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.

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3. Try typing: ‘customer', which should return 'Customer Success’ as the top result.

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Mapping Issue Types to Team Types

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1. Go to the Admin Page of the TeamForm for Jira Marketplace App.

2. Scroll to the bottom of the Admin Page, to the section entitled: Team Type Mappings

3. Make a note of, or copy-paste, a Team Type ID from TeamForm.

   1. You can see a particular Team Type’s ID in the Org Structure section of TeamForm.

4. Find the Issue Type you would like to map to this Team Type.

5. Click Change

6. Enter your Team Type ID in the text field.

7. Click Create

   1. You can add multiple mappings to the same Jira Issue Type.

   2. You can remove a mapping by clicking on it.

8. Click Done

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1. Project linking: When you link a Project to a Team, and say that all linked Projects should be imported, any child Issues under those linked projects are also imported.

   1. They will appear as Objectives of the linked TeamForm Team.

   2. They are only imported if their Issue Type has been Included (see below)

2. Direct linking: When you link an Issue to a Team, only that Issue is imported as an Objective. No Child Issues are imported.

   1. They are only imported if their Issue Type has been Included (see below)

Importing Jira Issues

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into TeamForm

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Info
This process can only be completed by a Jira Admin.

1. On the Admin Page of the TeamForm for Jira Marketplace App, click the Reveal button to show a secret URL and Key.

2. Select which Issue Types you would like to include in the Import, by using the Included column. Click Excluded on the Issue Type you wish to import, to toggle it to Included.

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3. Log into your TeamForm instance, and navigate to the ‘Data Integrations’ Settings Page.

4. Click Create on ‘New Integration’. New Integration

5. Select ‘Atlassian Atlassian Jira'.

6. Click Create datasource.

7. Paste the Key and URL revealed earlier into the relevant fields.

8. Click ‘Update’.

9. Optional: Configure a schedule for the Integration. This determines how often the data in Jira is automatically imported into TeamForm. For example, to import every 2 hours, use the frequency of 7200 seconds.

The Datasource can now reach out to the Jira plugin, and import any Issue of a Type that has been mapped to a Team Type in TeamForm.

Note
Note: the import process will not find any Issues to import, unless those Issue Types have been mapped to a Team Type in TeamForm. See the relevant section of this document for details.

Note

The import process will import all Issues of mapped Types into TeamForm. This includes Issues in the past. Be sure this is what you want before creating a mapping from an Issue Type to a Team Type. In particular, it is probably unsafe to create a mapping from Jira Tasks if there are a large amount of Tasks already in Jira.not recommended to map Jira Tasks, Bugs, Stories as they are not a helpful granularity of work to display in TeamForm.

Tip
Excellent! You have now configured TeamForm to import Projects and Issues from Jira, using the Atlassian TeamForm Integration.

Other TeamForm for Jira Config settings

Admin Page (Customised Message)

This section of the Admin Page is used to customise the appearance of the App for projects not yet linked to teams.

Set Un-linked default text is used to customise the message shown when an Issue or Project is not linked to a Team - to this set up:

1. Enter your custom message into the text box. You could use the following, as an example:

   1. Code Block
      Please go to this <a href='https://www.example.co' target='_blank'>link</a> if you need TeamForm access

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2. Click Save default text

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Admin Page (Permissions)

You can restrict who is able to link TeamForm Teams to projects in Jira:

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Related information

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