Showing Portfolio custom fields in JIRA Software
How to expose the hierarchy configuration in JIRA Software
Portfolio for JIRA allows you to define arbitrary parent-child relationships between issues, and to show them in both Portfolio and JIRA Software.
In the following section, you'll learn how to expose the parent link custom field in JIRA, and the conditions that the parent-children relationships must follow.
If you want this parent link field to show up in your JIRA application, follow these steps:
- Go to
> Issues > Custom fields. - Find the custom field Parent link.
- Select
> Screens - Select the screens you want to add the parent link to and click Update.
- Now you can see and edit the parent link field in your JIRA Software tickets.
Conditions:
- If the issue is at the top of the hierarchy you can't set a parent issue.
- JQL search is not available yet.
- If the epic link is set you can't set a parent link.
- If the issue is a subtask you can't set a parent link.
- If Portfolio is not licensed, you can't use this feature.
- The parent that you have set has to match the Portfolio hierarchy configuration. For example, you can't set the parent of a story to be an initiative.
- Epics don't show up in the parent link, you have to use the epic link.
How to expose the team field in JIRA Software
This feature allows you to see the team field in JIRA Software. When you assign a team to an issue, it is now reflected in the JIRA ticket. You can also change the assigned team in JIRA as well.
- Go to > Issues > Custom fields.
- Find the Team field.
- Select > Screens
- Select the screens you want to add the team field to and click Update.
Now you can see and edit the team field in your JIRA Software issues.
Note
Keep in mind that in order to see the field in the issue screen, you have to assign a team to the issue in Portfolio. Find out more about teams here.
Conditions:
- If you assign a plan-specific team to an issue, you will be able to see it in the issue, but once you change it to a shared team, you won't be able to assign a plan-specific team from the issue itself.
- If you don't have a team assigned to the issue, the team field won't show up.
How to use JQL search with custom fields in JIRA Software
You can use the JQL search to find the parent and team custom fields in JIRA Software.
- Go to
> Search issues > Advance search. - I want to search for parent link:
- If you want to get the list of child issues from a parent issues, type: " Parent Link" = EX-000 and you will get the child issues belonging to that parent issue.
- If you want to get the child issues from multiple parent links, type: "Parent Link" in (EX-000, EX-001,EX-002, EX-003)
- I want to search for team field
- If you want to get the list of issues assigned to a team, type: Team ="shared team name"
- If you want to see the list of issues assigned to any of a set of teams type: Team in ("Shared team 1", "Shared team 2", "Shared team 3")
