⭐️ Best practices

How get most of cascading custom field? Read best practices on how to utilize multilevel select custom field.

Use templates in Regex and Dynamic custom field

• When creating a Regex or Dynamic custom field, check for a template for your case to speed up the process.

Use Clear Names and Descriptions:

• Ensure that both the names of the custom fields and their options are clear and easily understandable by both customers and employees.

Avoid Deleting Options Unnecessarily:

• Instead of deleting options from multilevel select fields, disable them if they are no longer needed. This ensures historical data remains intact and can still be referenced if needed in the future. Disabled options can always be re-enabled if required.

Create Multiple Contexts Instead of Multiple Custom Fields:

• Where possible, use multiple contexts for a single custom field rather than creating numerous custom fields. This approach minimizes clutter in your Jira instance and makes field management more efficient. Contexts allow the same custom field to have different options based on project or issue type.

Import and Export Options and use Bulk filling:

• Utilize import and export functionalities to manage options in multilevel select fields efficiently. When dealing with a large number of options, these features allow for quick updates and backups, saving time and ensuring consistency.

Use Gadgets to Analyze Data:

• Leverage Jira gadgets to analyze and visualize data captured through multilevel select fields. Gadgets like pie charts and bar charts can help identify trends and make informed decisions based on the detailed data provided by these fields.

Validate data that is crucial

• Ensure the data you need to resolve or complete tasks is valid and accurate. Validate the format with the Regex custom field and eliminate corrections.

By following these best practices, you can ensure that multilevel select fields in Jira are used effectively, providing valuable insights and maintaining data integrity across your projects.