Book Image

JIRA 7 Administration Cookbook - Second Edition

By : Patrick Li
Book Image

JIRA 7 Administration Cookbook - Second Edition

By: Patrick Li

Overview of this book

JIRA 7 Administration Cookbook, Second Edition covers all the new major features that provide better prioritizing capabilities, enhanced visibility, and the ability to customize JIRA application to meet your needs. We start by upgrading your existing JIRA instance and working through tasks you can perform at the server level to better maintain it. We then delve deep into adapting JIRA to your organization's needs, starting with the visual elements of setting up custom forms to capturing important data with custom fields and screens, and moving on to ensuring data integrity through defining field behaviors. You'll gain insights into JIRA's e-mail capabilities, including managing outgoing e-mail rules and processing incoming e-mails for automated issue creation. The book contains tips and tricks that will make things easier for you as administrators, such as running scripts to automate tasks, getting easy access to logs, and working with tools to troubleshoot problems. The book concludes with a chapter on JIRA Service Desk, which will enable you to set up and customize your own support portal, work with internal teams to solve problems, and achieve optimized services with SLA.
Table of Contents (15 chapters)
JIRA 7 Administration Cookbook - Second Edition
Credits
About the Author
About the Reviewer
www.PacktPub.com
Preface

Capturing the right information for service requests from your customers


In this recipe, we will look at how to customize the screen and field layout for different request types so that you can capture the necessary information from your customers and help your agents in resolving issues quickly. We will also look at setting up different screens and fields for agents so that they can record additional information independently from customer's view.

How to do it...

Perform the following steps to configure the field layout for the customer portal:

  1. Browse to the service desk to customize the field layout.

  2. Click on the Project administration option on the lower-left corner.

  3. Select the Request type option from the panel on the left.

  4. Click on the Edit fields link for the request type to configure.

  5. Click on the Add a field button to add fields to the portal. If you do not see the field you want to add, make sure the field is added to the appropriate screen used by the project.

To customize the field layout...