Configure Jira create fields in Slack

Owned by Megan Storie
Last updated: Aug 14, 2024 by Michelle Ruoff
1 min read

Overview

Configure which fields are shown within Slack when creating a ticket for a defined project and ticket type. This configuration allows you to streamline ticket creation within Slack to only the necessary fields.

  • You need permission from the admin portal to configure which fields we show when creating the issue.

  • You can choose to hide Jira fields when creating issues within Slack.

  • You can do this per project and request type.

  • If you do not create a field configuration for a specific project and request type, we show all available fields in Slack.

 

 

How to configure

  1. Log in to account.nextup.ai.

  2. Select HelpDesk+ Field Configuration.

  3. Click Add Configuration.

  4. Select the Project and Issue Type you would like to configure.

  5. We show a list of available fields. We show fields in the Visible Fields column within Slack. When creating an issue, you can drag fields to the Hidden Fields column to remove them from Slack. Fields with the 🔒 icon are required. You cannot drag them to the Hidden Fields column.

  6. Once you have configured your fields, click Save.

 

 

 

Related articles

  • Page:
    Set up a Jira service account for the Main Authorized User (HelpDesk+ for Slack) — This article explains how to set up a Jira service account to:

    • be used as the Main Authorized User (MAU)

    • help prevent potential issues when connecting to a specific employee account as the MAU

    • limit access to the main user via Jira configuration. (The main user is the user who initially connected your bot in Slack to your Jira instance, and can be changed from the Account Portal)
  • Page:
    HelpDesk+ account settings (HelpDesk+ for Slack) — This article explains the different account settings available in HelpDesk+ for Slack. These settings control what the bot can do and how it responds in Slack. You can limit access to users who can change their account settings.
  • Page:
    Admin installation and connection guide (HelpDesk+ for Slack) — This article explains how to install and connect HelpDesk+ for Slack as an admin.
  • Page:
    Administrator access permissions (HelpDesk+ for Slack) — This article explains how to provide administrator access to HelpDesk+ for Slack.

    • Administrators are globally defined per bot.

    • Users can request access to join the administrator list.