Project Administrator Guide
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Whereas Smart Panels can only be globally enabled and created by Jira Administrators, Project Administrators can be granted view and edit permissions to configure their projects Smart Panels such as Issue Links, Sub-Tasks, Issues In Epic, Wiki and Issue Panel individually and independently.
For all the following procedures,
Smart Panels for Jira app must be installed on your Jira server with a license or trial license (see our Installation Guide for detailed instructions).
You must be logged in as a user with the Administer projects project permission.
Smart Panels functionality for at least one System Panel (Issue Links, Sub-Tasks or Issues In Epic) must have been enabled globally by a Jira Administrator.
At least one Issue Panel or Wiki Panel must have been created for your project by a Jira Administrator.
Edit permission for the respective panel(s) must have been granted to you by a Jira Administrator.
See our Administrator Guide for detailed instructions.
Enabling/Disabling a Smart Issue or Wiki Panel for your project
Navigate to your project.
Choose .
From section SMART PANELS, select View Smart Panels or Panel Configurations.
On the Smart Panels for the Project page, select the tab
Issue Panels and enable/disable individual Issue Panels by checking/unchecking the respective checkbox.
Wiki Panels and enable/disable individual Wiki Panels by checking/unchecking the respective checkbox.
Click Update to confirm your selection.
Smart System Panels (Issue Links, Sub-Tasks or Issues In Epic) can only be enabled/disabled by Jira Administrators (see our Administrator Guide for detailed instructions).
Tip: Project Administrators can restrict view permissions to limit panel visibility to any project role.
Editing a Smart System, Issue or Wiki Panel in your project
Navigate to your project.
Choose .
From section SMART PANELS, select View Smart Panels or Panel Configurations.
Locate the desired Smart Panel and click on the Smart Panel you would like to customize e.g. Sub Tasks, Issue Links, Issues In Epic or individual Issue or Wiki Panels.
On the Edit the Panel for the project page, use the form to configure the attributes and conditions of the respective panel (see parameter tables below).
Click Update and you will be redirected back to the Smart Panels for the Project page.
Section |
Parameter |
Description |
Additional Information |
Required |
|---|---|---|---|---|
Content |
Max Issue Count |
Choose the maximum issue number on one page. Use pagination to avoid overcrowded panels. |
Default: 10 |
yes |
Columns |
Select the metadata of the issue to be displayed. Optionally customize the header. |
|
preset |
|
Permissions |
Viewers |
Add permission to view the panel to certain groups, project roles, etc. |
Jira administrators are default viewers. If no permission is selected, default will be applied. |
preset |
Section |
Parameter |
Description |
Additional Information |
Required |
|---|---|---|---|---|
Details |
Name |
Enter the name for the panel. Use a self-explanatory panel name so users can understand the purpose of your panel. |
max. 254 characters |
yes |
Description |
Add a description of the panel. |
max. 4096 characters |
no |
|
Issue Type |
Select specific issue types to display the panel on issues of selected issue types only. |
Multi-Select Field |
no |
|
Enabled Panel |
The panel can be enabled or disabled. Only an enabled panel will be displayed in the Issue View Screen. |
|
preset |
|
Content > Max Issue Count |
Max Issue Count |
Choose the maximum issue number on one page. Use pagination to avoid overcrowded panels. |
Default: 10 |
yes |
Content > Filter |
JQL |
Use JQL (Jira Query Language) to search for issues. |
Auto-complete function to suggest writing correct JQL. Incorrect JQL semantics will result in an error message in the panel view. |
yes |
Additional JQL Function |
Paste currentIssueField() with the selected field as a placeholder to the JQL field. |
Allows to perform a dynamic search on issue specific values. For detailed documentation see Constructing the JQL Query |
no |
|
Helper |
Paste JQL from suggested predefined filters to the JQL field. |
Suggests all filters which are shared with the current user and selected project. |
no |
|
Content > Columns |
Columns |
Select the metadata of the issue to be displayed. Optionally customize the header. |
|
preset |
Permissions |
Viewers |
Add permission to view the panel to certain groups, project roles, etc. |
Jira administrators are default viewers. If no permission is selected, the default will be applied. |
preset |
Section |
Parameter |
Description |
Additional Information |
Required |
|---|---|---|---|---|
Details |
Name
|
Enter the name for the wiki panel. Use a self-explanatory panel name so users can understand the purpose of your panel. |
max. 254 characters |
yes |
Description |
Add a description of the panel. |
max. 4096 characters |
no |
|
Issue Type |
Select specific issue types to display the panel on issues of selected issue types only. |
Multi-Select Field |
preset |
|
Enabled Panel |
The panel can be enabled or disabled. Only an enabled panel will be displayed in the issue. |
|
preset |
|
Content > Search By Build the search term from referenced Jira fields or free text or combine both. All terms will be combined with OR operator. That means we search for content that contains one of the terms. |
Linked Confluence |
Select a linked confluence as a content source. |
Single Select Field |
yes |
Text |
Enter the text to build the search term. |
The text search following the Confluence Search Syntax |
no |
|
Jira Field |
Select Jira fields to build the search term. |
Multi-Select Field |
no |
|
Content > Filter Use the link Add a filter to see all available filters. From the drop-down menu, select the relevant filter. The additional filter field can be removed via the cross button. |
In Space |
Limit the search to one or more spaces. |
Multi-Select Field
|
no |
With title |
Only search within page or blog titles. |
|
no |
|
Creator |
Restrict your search to content created by particular people. |
Multi-Select Field |
no |
|
Contributor |
Restrict your search to content modified (created, updated, or commented on) by particular people. |
Multi-Select Field |
no |
|
Created |
Choose or enter a date to only show content created within a particular period of time. |
|
no |
|
Label |
Only search for content containing specific labels. |
Multi-Select Field |
no |
|
Mentioning User |
Only search for content that mentions a particular Confluence user. |
Multi-Select Field |
no |
|
With Parent |
Only search for direct children of a specific parent page. |
Single-Select Field |
no |
|
Last Modified |
Search for content last modified (created, updated, or commented on) within a particular period of time. |
|
no |
|
Content > Columns |
Columns |
Select the metadata of the articles to be displayed. Optionally customize the header. |
|
preset |
Content > Max Articles |
Per Panel |
Choose the maximum article number on one panel. |
Default: 25 |
yes |
Per Pagination |
Choose the maximum article number on one page. Use pagination to avoid overcrowded panels. |
Default: 10 |
yes |
|
Permissions |
Viewers |
Grant permission to view the panel to certain groups, project roles, etc. |
If no permission is selected, the panel will only be displayed to Jira Administrators. |
preset |
Only users with the Jira Administrators global permission are permitted to:
enable Smart Panels functionality for Issue Links, Sub-Tasks or Issues In Epic globally.
enable/disable System Panels (Issue Links, Sub-Tasks or Issues In Epic).
create Wiki Panels.
create Issue Panels.
grant edit permission for individual panels.
remove Panels.
See our Administrator Guide for detailed instructions.
