Advanced Links

Creating, configuring and managing relations between issues is the key feature of STAGIL Assets - Advanced Links for Jira. Advanced Links are connecting two custom fields and therefore two issues, which contain the connected fields. Connecting issues with Advanced Links offers you many possible use cases, which will be covered in the course of this documentation with a focus on CMDB, CRM and HR.

The main idea of all use cases is to show information between each other, for example, linking devices like laptops, monitors and mobile phones to the belonging person (CMDB use case) or connecting contact data to an organization (CRM). Advanced Links can be configured and shown in graphs/panels/tables. These topics are covered in the following sections.

How to create an Advanced Link

Go to the app administration and choose “Advanced Links”. Click “Add Advanced Link” to open a create dialogue.

 

Advanced Link Name: a name to identify your Advanced Link.

From Type: field type of an outward issue link.

Outward Issue Link: imagine 2 issues A and B. The outward link in the direction from A → B.

To Type: field type of an inward issue link.

Inward Issue Link: the inward link in the opposite direction from B → A.

Link Color: the colour of your Advanced Link when they are displayed in Issue Graphs.

Set Screens

To make sure your Advanced Links are displayed you have to associate them with the screens for the related fields.

Advanced Link Configuration

Until now your Advanced Link is just an empty structure. We will fill it with data in the next step. Click on the inward/outward link names to proceed with the configuration:

 

Now choose “Edit STAGIL Assets Advanced Link”:

Data Logic

Fill in the Maximum Selection field with the number of issues you should allow to select in this field. You can type 1 for a single selection or any positive integer for multiple selections. Type 0 if you want a multi-select field with an unlimited selection.

Use JQL for the Selectable Issues field to set the scope of issues available for selection or check the box below to restrict results to issues of the current project.

Defining the Searching User will allow selected users to browse issues they do not have permission for.
With Out-of-Scope Strategy you can define the behaviour if some field values do not fit the JQL anymore. You can choose between “Keep until it is actively removed” by the user or “Remove on next update” automatically.

Display Style

By defining the display style you can configure the look of your Advanced Links in the issue view.

Panel: The position where your lookup panel should appear.

Display Style: table, list, table + pop-up, label + pop-up

Search Bar: Provides a search above your panel. Available options are JQL search or text search.

Display Fields: Fields that should be displayed in your panel.

The following field types are supported in the "Fields to show" section:

  • Text Field

  • Multi Checkboxes

  • Select List

  • User Picker

  • Radio Buttons

  • Date Picker

  • STAGIL Assets Traffic Light

  • STAGIL Assets Lookup

  • STAGIL Assets Work Time

  • STAGIL Assets User Time Account

  • Float Number

  • Date Time picker

  • Multi-Select List

  • Labels

System fields:

  • Summary

  • Status

  • Assignee

  • Reporter

  • Creator

  • Versions

  • Description

  • Labels

  • Issue Type

  • Priority

  • Time Tracking

  • Remaining

  • Logged

  • Due Date

  • Resolution Date

  • Created

  • Updated

  • Linked Issues

Fields on Navigator: Fields that should be displayed in the issue navigator.

Fields on Pop-up: Fields that appear on the pop-up in case this option is selected above.

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.

Show key in edit/create screen: If you mark this checkbox you can see the summary and additionally the key of the related issue you have selected in the edit and the create a screen of your issue.

Example with key + summary (unchecking the option would only show “Start Enterprise”):


Show changes in issue history: If you select this checkbox the changes in an issue, like add or remove issue in relation to a custom field, will be shown in issue history.

Manage Advanced Links

To edit/create/delete Advanced Links you can use the overview page under app administration → STAGIL Assets → Advanced Links:

If you delete an Advanced Link, then the related custom fields are deleted, too!



 

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