Create Issues with Data
Create issues with pre-filled customer details and don't worry about making mistakes.
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Create issues with pre-filled customer details and don't worry about making mistakes.
Last updated
Was this helpful?
This feature is currently available ONLY for Customer details.
To access this setting, you must have Perspective Configuration Permission.
The user can provide mappings for pre-filling fields with values on the Create Issue screen. The screen is triggered by clicking Create Issue in the Customer view.
In the top navigation, select Apps and Perspective.
In the left panel, choose App Settings and go into Create Issue.
Click on Add Mappings in order to select the fields from the add-on and Jira.
The dropdown menus allow you to select customer details selected in Perspective fields and assign them to the Jira fields, visible in the Create Issue window.
Click the Save button in order to add the mapping.
Remember that fields selected while creating the mapping must be added to Issue Type screens, otherwise values won't apply.
Go into Customers view and navigate your cursor to the customer of your choice.
The Create Issue button will show after hovering your cursor over the customer name.
Go into Create Issue, select the project and click Create.
Create the issue, the mapped fields will be pre-filled.
You can customize which fields will be visible in the window by going into Configure Fields button in the top right corner.
If the field of choice is not listed, you can go into Where's my field section and add the details.
With all of the data filled in, click on the Create button. The issue will be added to the project you have selected earlier.
If you need to create multiple issues for one customer, tick off Create another button. It can be found right next to the Create button, at the bottom of the window.
Once selected, just go on with creating issues - the window will not close. You will be informed that the issues are successfully added to the project in the pop up announcement, at the top of the window.
