The main configuration of a relation is the creation of one or two relation fields called Inward or Outward field. It reflects the start and end point of a relation. But before you create the relation fields, you first have to create the relation itself:
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Create New Relations
To create new relations, please navigate to the app administration and choose “Relations”. Here you can see all relations already created. Click “Add Relation” to create a new relation:
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Now you will see the following dialogue:
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Relation: choose “Custom” in case you want to create a custom relation type (this is the main use case of our app).
Outward Issue Link: Imagine 2 issues A and B. The outward link is the direction from A → B.
Inward Issue Link: The inward link is the opposite direction from B → A.
Show in Graph: check the box to show your relation in graphs (checked by default).
Color: color of the relation if it is displayed in a graph.
Example
You want to connect applications with databases. Your relation name is “Application - Database”. So you have the outward link named “Application Database” which will link the application with databases connected to it. Vice versa you have the inward link named “Database used by” which will link the database with applications.
Set Relation Field Contexts
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Advanced Links are connections established between issues.
This connection allows us to show relevant data from linked issues in the current issue view and build custom dependencies that fit any asset portfolio.
Advanced Links are created and managed on the app administration page: Settings → Apps → STAGIL Assets → Advanced Links OR press . and look for the Advanced Links option in the quick search dialog.
To access the page and create and manage Advanced Links, users must have Jira administrator permissions.
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The app has 5 sample Advanced Links for users to get to know the feature. These links are created without context. Click Edit and assign issue types to the each link field to see them in issue view.
How to create an Advanced Link
To create an Advacned Link click on the Create advanced link button.
Next, create the following properties for the link:
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Name: a name to identify your Advanced Link (used in JQL queries & automation).
From type: select issue types where the field should be displayed.
Outward field: field name in issue view.
To type: elect issue types where the field should be displayed.
Inward field: field name in issue view.
Storage link type: used for syncing our field values with other link types.
Color: The color of the link in the data model is accessible via the Diagram tab on the same page.
Advanced Link fields
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In DC version of the app, Advacned Links are built as custom fields. In Cloud, link values are stored in issue properties and displayed to users via our custom panels. |
Advanced Link has two equal properties: inward and outward fields, each representing the link direction towards an issue. It follows the same logic as Jira’s default links.
For example: If you wish to link applications with databases, you can use the Advanced Link called "Application - Database". This link consists of two fields - an outward field called "Application Database" that links applications to the databases connected to them, and an inward field called "Database used by" that links databases to the applications that use them.
Set Advanced Link Field Contexts
To make your Advanced Link work you have to define in which contexts your fields should appear. Going back to our example relation this means that we have to place our field “Application Database” in the screen(s) for the issue type “Application” and the field “Database used by” for the issue type “Database”. This way we link two issue types by linking two custom fields.
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Unactived/activated indicates if whether your relation Advanced Link is searchable. |
Click on the field you want to edit. Now you can add/delete or edit the relation Advanced Link field context:
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Configure Relations
Until now your relation is not more than .
Configure Advanced Links
To configure either the inward or outward Advanced Link, click on the field title on the Advanced Link configuration page.
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At this stage, an Advanced Link is simply an empty structure. We will fill it with data in the next step. Click on “Edit STAGIL Assets Relation” Advanced Link Filed” to proceed with the configuration:
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Data Logic
Under the Data Logic tab you can define the scope of your relation:
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Maximum Selection: Defines, how many issues can be linked to the relation field.
Selectable Issues: Defines, what kind of issues you can select in the relation field.
Searching User: User, who is used to run the query from the step above. Can be used to apply further restrictions based on the users view permissions.
Out-of-Scope Strategy: Defines the strategy to keep or remove relations.
Display Style
Issue View
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Under the Display Style tab, you can define the appearance of the issue panels that display relations Advanced Links in the issue view:
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Panel: Relations (Left) / Relations (Right). Select if you want select where to display the relation table at the left or right side of your issueAdvanced Link panel in the issue view.
Display Style: Table / List / Table + pop-upselect panel view: table or list.
Rows per page: Select the max. amount The number of rows per page (the rest will be shown with via pagination).
Fields to show: Select select the fields that should be displayed in the panelthe table.
Fields to sum up: sums up the number of fields if table view is configured.
Issue Progress Bar: Sums sums up the progress of linked issues in the panel based on status and visualizes it in a progress bar.
Add new: When you choose the display style "Table", you can allow users to create new assets directly at the table in the issue view. To enable this feature, please choose the project and the issue type that should be pre-selected in the create new issue screen that will appear after the user clicks on the small plus icon above the table.
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Order results by: enables Advanced Links (table or list) sorting based on the selected field’s values.
Enable field on create screen: allows to add an Advanced Link to the issue create screen (see more Advanced Link field in 'Create issue' screen).
Customer Portal
In case you want to make your relation Advanced Link field available in Jira Service Management as well you can define projects and issuetypes issue types in this menu.
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Display Relations in Issue View
Use this button to display the relation in issue view:
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Projects: the list of JSM projects included in the Advanced Link field context.
Request Types: the list of request types that are mapped to an issue type part of the Advanced Link context.
Parent Field Filter (Dynamic)
In this tab, you can apply a filter on the configured amount of assets you chose in the Data Logic tab based on a selected parent field. So it is possible to have a different list of assets for selection in issues, depending on the selected asset relation:
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Parent field: Advanced Link upon which you want to base the dynamic behaviour.
Link types: link types that should be shown.
Link level: the levels of links that should be displayed.