This section provides information on how to install and configure Surveys for Jira:
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Enabling and configuring Jira outgoing emails
- Log into your Jira instance as Admin.
- Go to cog wheel and select System.
- In the Mail section, select Outgoing Mail.
- Click Configure New SMTP Mail Server.
- Fill out the fields. For more information, see Atlassian documentation on configuring JIRA's SMTP mail server t send notifications.
As a result, you should have something like this.
- Click Test Connection and fix values in the fields if needed.
- Click Add.
Selecting projects for surveys
Start with adding projects you'd like the survey to be enabled for. To do this:
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After you have installed and configured your Surveys for Jira, go give it a try! See Creating a new survey.
Setting up permissions to view survey reports, feedback and rating
Now, you need to set up permissions you'd like the project survey to be enabled for. To do this:
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Once you set up the permissions, settings will be applied to all surveys inside a given project and for this project only.
Survey Reports Configuration
Starting with version 4.0.0 we have redesigned user experience and simplified work with the plugin by improving a lot of settings.
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| Action | Description |
|---|---|
| Visible for Project Administrator only | Deprecated in v4.0.0. Project permissions are handled on a separate page now. |
| Select custom report field | Deprecated in v4.0.0. Now you can define which fields to display by using columns setup in the Custom Table Report. |
| Include Issue Type | Deprecated in v4.0.0. Now you can define which fields to display by using columns setup in the Custom Table Report. |
| Select custom priority field | Deprecated in v4.0.0. Now you can define which fields to display by using columns setup in the Custom Table Report. |
| Reset historic survey data | Clears all survey metrics for the sent / received surveys. This is useful when you want to stop tracking rating progress on your older surveys and start anew. To reset report data, go to the project settings, select Reports in the SURVEYS FOR JIRA section, and click Reset historic survey data. We strongly recommend that you reset report data if you change the rates count in the active survey. |