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Info

The TeamForm for Jira App is currently in

Status
colourBlue
titlebeta

If you encounter any issues while using the App, please raise a support request using the contact us option at the bottom of the page.

Tip

The TeamForm for Jira Marketplace App allows existing TeamForm customers using Atlassian’s Jira Cloud SaaS product to link both Jira Projects and their Jira Issues to their respective team pages in TeamForm.

This creates transparency on which team is working on which work.

...

Identify your Jira Admin, you will need their help to establish the initial App Configuration.

Note

TeamForm Public API:

If you have not setup TeamForm Public API access, you can request them for your TeamForm Tenant by raising a support request, using the contact us option at the bottom of the page. To accelerate your request, copy the information below into your request:

Code Block
languagecss
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>

More information via TeamForm Public API.

Note

IP Based Restrictions:

If your TeamForm tenant is configured with IP based restrictions you will also need to request the TeamForm Support so Atlassian IPs can be added to our whitelist (also via the contact us option).

A current list of Atlassian IPs can be found under the Outgoing Connections section on this page https://support.atlassian.com/organization-administration/docs/ip-addresses-and-domains-for-atlassian-cloud-products/.

Installation and Setup

Note

This process 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:

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Issue Linking
Status
colourBlue
titlebeta

Info

This feature is still in Beta and is still being tested. It may not always behave as expected until final release.

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

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

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Mapping Issue Types to Team Types

Note

This process can only be completed by your Jira Admin.

For example, in your company Epics might be completed by your organization's Departments.

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Setting up Jira Issue Types to Show in TeamForm

Note

This process can only be completed by your Jira Admin.

Info

We recommend only importing a subset of Issue types into TeamForm, so that only meaningful work items are visible in TeamForm, rather than work items of varying size and granularity
e.g. showing a bug that is open for day or two is not helpful to show in TeamForm, however a strategic Epic that other teams are contributing is essential to creating transparency.

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  1. 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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Info

Remember:

Even though an Issue Type is selected, only some of the Issues with that Issue Type will be imported: e.g only those whose Project is linked to a TeamForm Team, as described above.

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Custom field: TeamFormSelect

TFW:Advanced Custom Field: TeamFormSelect

This custom field allows users to embed a teamform connected select within Jira.

Expand
Include Page
TFW:Advanced Custom Field: TeamFormSelect
Info

Why would you use this? Maybe you want to associate a team as a dependency. Or perhaps design a workflow that references teams.

This field allows you to have a field that displays and allows association of TeamForm teams with the customisation of naming, which team types are shown and whether to allow association with just one or multiple teams.

 

Configuration Options

Select team types to filter by - This select is connected to the 'GroupTypes' configuration object and allows an admin to configure what teams the Custom Field can query/search against. It is a multi-select, allowing the admin to show multiple team types in the results.

Image Added

 

Allow user to select multiple teams - This checkbox determines whether the CustomField allows multiple values, or only a single value.

Image Added

 

JQL and TeamformSelect

There are two ways of querying a CustomField.

Option 1: "My Custom Field" {{operator}} {{value}}

IS - This operator is only usable with EMPTY or NULL checking for an empty value and will not trigger the autosuggest.
See more at Jira documentation.

IS NOT - This operator is only usable with EMPTY or NULL checking for an empty value and will not trigger the autosuggest.
See more at Jira documentation.

CONTAINS (~) - The "~" operator is used to search for issues where the value of the specified field matches the specified value (either an exact match or a "fuzzy" match — see examples in Jira documentation).
See more at Jira documentation.

 

CONTAINS (~) - The "!~" operator is used to search for issues where the value of the specified field is not a "fuzzy" match for the specified value.
See more at Jira documentation.

 

Option 2: "My Custom Field.Name" {{operator}} {{value}}

 

IS - This operator is only usable with EMPTY or NULL checking for an empty value and will not trigger the autosuggest.
See more at Jira documentation.

IS NOT - This operator is only usable with EMPTY or NULL checking for an empty value and will not trigger the autosuggest.
See more at Jira documentation.

 

IN - This operator searches for issues where the value of the specified field is one of multiple specified values. The values are specified as a comma-delimited list, surrounded by parentheses.
See more at Jira documentation.

NOT IN - This operator searches for issues where the value of the specified field is not one of multiple specified values. The values are specified as a comma-delimited list, surrounded by parentheses.
See more at Jira documentation.

= - This operator searches for issues where the value of the specified field matches exactly the specified value.
See more at Jira documentation.

!= - This operator searches for issues where the value of the specified field does not match the specified value.
See more at Jira documentation.

Related information

Filter by label (Content by label)
showLabelsfalse
max5
spacescom.atlassian.confluence.content.render.xhtml.model.resource.identifiers.SpaceResourceIdentifier@9e4
maxCheckboxfalse
showSpacefalse
sortmodified
typepage
reversetrue
labelsteam team-details types
cqllabel in ( "system-admin" , "marketplace" ) and type = "page" and space = "OS"

...