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Project Administrator Guide

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.

On this page

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

  1. Navigate to your project.

  2. Choose :project_setting:.

  3. From section SMART PANELS, select View Smart Panels or Panel Configurations.

  4. On the Smart Panels for the Project page, select the tab

    1. Issue Panels and enable/disable individual Issue Panels by checking/unchecking the respective checkbox.

    2. Wiki Panels and enable/disable individual Wiki Panels by checking/unchecking the respective checkbox.

  5. 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

  1. Navigate to your project.

  2. Choose :project_setting:.

  3. From section SMART PANELS, select View Smart Panels or Panel Configurations.

  4. 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.

  5. 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).

  6. Click Update and you will be redirected back to the Smart Panels for the Project page.

Smart System Panel Parameter

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
Min.: 1
Max.: 100

yes

Columns

Select the metadata of the issue to be displayed. Optionally customize the header.

  • To add a new column, select field from single select field, optionally enter custom header and click Add.
    To delete a column, click Delete.

  • Panel will show the default field name if header is empty and custom header if header is entered (max. 50 characters).

  • Use Restore default columns / Reset to previous columns to restore five default columns (Title, Creator, Created, Last Modified) or reset to the previously saved columns.

  • Drag and drop a column to set the order of columns in panel view.

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

Smart Issue Panel Parameter

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
Default: “Any issue type”

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
Min.: 1
Max.: 100

yes

Content > Filter

JQL

Use JQL (Jira Query Language) to search for issues.

Auto-complete function to suggest writing correct JQL.
The validation of the JQL query is performed when displaying the panel to the user.

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.

  • To add a new column, select field from single select field, optionally enter custom header and click Add.
    To delete a column, click Delete.

  • Panel will show the default field name if header is empty and custom header if header is entered (max. 50 characters).

  • Use Restore default columns / Reset to previous columns to restore five default columns (Title, Creator, Created, Last Modified) or reset to the previously saved columns.

  • Drag and drop a column to set the order of columns in panel view.

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

Smart Wiki Panel Parameter

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
Default: “Any issue type”

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.

  • To add a new column, select field from the single-select field, optionally enter a custom header and click Add.
    To delete a column, click Delete.

  • Panel will show the default field name if the header is empty and custom header if the header is entered (max. 50 characters).

  • Use Restore default columns / Reset to previous columns to restore five default columns (Title, Creator, Created, Last Modified) or reset to the previously saved columns.

  • Drag and drop a column to set the order of columns in panel view.

preset

Content > Max Articles

Per Panel

Choose the maximum article number on one panel.

Default: 25
Min: 1
Max: 200

yes

Per Pagination

Choose the maximum article number on one page. Use pagination to avoid overcrowded panels.

Default: 10
Min: 1
Max: 100

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.

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