"Request type" field

"Request type" field

Adding “Request type” field to the screen of the project

When Jira Service Project is created Request type field when creating Scheduled Issue should be visible for you.

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SI Request type visibility

 

Note:

Request type field is not supported for subtasks due to Jira restrictions.

 

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Manage subtasks Request type visibility

 

However if you’re not seeing Request type field in Scheduler in your project there might be a problem with settings of your screens for your project - Request type field is not added to the screen of your project.

In order to add “Request type” field to the screen of your project click on Settings (top right corner) → Issues → Custom fields. Find Request type and on the right side click More (3 dots) and Associate to Screens. In there find prefix of your project for example:

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Example of project prefix
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Settings of associating Request type field to screens
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Checked screens where Request type field have to be

Make sure that for Request type all checkboxes are selected. When you return to your project and start creating SI the Request type field should be available for you now.

 

Adding new “Request types”

Go to Project Settings → Request types. In there on the left side select work category.

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Work category settings

Create blank

Click Create Request type, choose create blank.

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Adding request type with “create blank” option

Chose what group this request is available in and click “Create”.

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Eelect Portal group

After that new Request type is available. You can add additional fields to that Request type if you need.

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New Request type

Create from template

Click Create request type, choose create from template and select Request type you need.

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Request type template

Select issue type following Request type should be assigned to, select Portal group and click Save.

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Request type details

After that new Request type is available. You can add additional fields to that Request type if you need.

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New Request type

Post request type creation

New Request type will be added to the work category you were in. In order to switch work category of Request type on the right side click More → Change work category.

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Created Request type in wrong work category

Select which work category should request type be switched to then click Continue and Confrim.

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Switching Requests type work category 1
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Switching Requests type work category 2

Request type will be now moved to selected work category.

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Request type in correct work category

“Request type” in Scheduler

During SI creation in 2nd step switching Request type will switch issue type accordingly to settings of your project. Switching issue type will switch Request type too but request type will be one that is on top of the list in work categories.

Create/Edit issue screen

Make sure that issue fields that you want to use in your SIs are added to both create issue screen and edit issue screen as well. This is required step to use Request types due to Jira API limitations.

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Warning banner

If field is missing from one of the screen the during SI Edit error will be displayed or Execute will fail.

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Missing field in create/edit issue screen

To fix it go to Project Settings → Screens. Click on Edit of appropriate Scheme and you’ll have create issue/edit issue screen.

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create issue/edit issue screen

Click on the screen and add missing field.

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Added missing field

Remember to do it both in Create issue screen and Edit issue screen.

 

Feel free to tell us what topic should be covered: thescheduler@psc-software.atlassian.net