Create Scheduled Issue form allows you to create template of an issues which will be created. The form is divided into three-step wizard:
- Set Basic Info (1) - information about SI, displayed in the table;
- Set Issue Details (2) - data provided here will be used to create Jira issue;
- Set Trigger Details (3) - here you specify, when you want defined earlier issue to be created.
Currently accessed screen of the wizard always contain proper header (4) as presented above.
The Scheduler uses all fields from an issue's creation screen and follows the field permissions, which means that all of the add-on users are able to see only fields available to them.
What's more, even already created issues are subject of validation. When changing permissions, invalid (in terms of permissions) fields ceases issue creation. In this case, scheduled issue creator just have to edit invalid Scheduled Issue (or contact to the Jira administrator to do it). The edit form will add missing files or remove the forbidden fields by default, just remember it is still 'create issue screen' (not 'edit issue screen')
You can create new Scheduled Issues in two ways:
- By pressing Create button on the Scheduled Issues page. To do it: use the drop-down menu cloaked under the "Projects" (1) to access a desired project and then go to the below located "Scheduled Issues" (2) to find "Create" (3) button. By clicking onto it, you will be presented with three-steps wizard.
2. Or by choosing Schedule Issue action hidden inside "More" menu on issue view screen. Access any existing in Jira issue (1), next click "More" (2) and "Schedule Issue" (3):
In case of performing "Schedule Issue" action via the below illustrated method, the creation form will be filled by values taken automatically from a current issue (i.e. name, description etc.). Be advised:
- The "Create Scheduled Issue" three steps wizard, opens directly after selecting "Schedule Issue".
- The attribute "Name" (1) is required and must be unique in the project. Randomly generated number, placed within < > (2), make it unique, but you should give you Scheduled Issue a meaningful name (so that you filter it from the table).
- As for selection between "Create as standard issue" vs "Create as Sub-task of existing issue" (3) - If you select the latter option, add-on will be creating new issues as Sub-Tasks of a chosen, already existing issue.
- The attribute "Issue Type" (4) is required and determines the type for Issues that are created when a Scheduled Issue is fired.
Open second wizard page by pressing the "Next" button and enter all required and optional values for a picked issue type:
On a third, final step you can define, issue creation schedule, if you don't set any trigger details and just press "Create" button you will create a template, that could be executed manually allowing you to create issue with all the details with a push of the button. There are few trigger types available, you can even add multiple triggers if on trigger doesn't cover your needs.
To add a trigger: select desired "Trigger Type" (1), "Interval" (2), optional "Start/End Date" (3).
Multiple triggers can be added to a single scheduled issue that is to be created. For each scheduled issue, you can use different "Calendar" (5).
After each trigger is set as desired, please remember to use "Add Trigger" (4) button.
After clicking on "Add Trigger" you ought to get a similar table entry, as illustrated below:
If everything is as planned please click on "Create" and you will see it under "Scheduled Issues" overview.