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How to create and configure a new Button?
Configure Jira buttons with custom design, display rules, actions, templates, and behaviors.
1. How to create a new Button using the App Configuration Panel ?
Required Jira Role: Jira Software Administrator
- Click on Setting > Apps
- Navigate to the Create and Link App
Click on the following Button to create a new Issue Picker
2. How to configure the Button - Look & Feel ?
Required Jira Role: Jira Software Administrator
During the creation Phase of the Button, the following Look & Feel parameters should be completed:
| Parameter | Syntax | Description |
|---|---|---|
| Label |
Text Mandatory |
Provide a name for your Button. |
| Description |
Text Optional |
Describe your Button. |
| Enabled |
Checkbox Default: Yes |
Toggle the Button between enabled, usable by Jira users, and disabled, temporarily removed from view screens. |
| Text Color |
Hex Color Codes Default: #43536e |
Use the Color picker to configure the Button Text Color.
|
| Background Color |
Hex Color Codes Default: #f5f6f7 |
Use the Color picker to configure the Button Background Color. |
| Highlight Text Color |
Hex Color Codes Default: #43536e |
Use the Color picker to configure the Button Highlight Text Color. |
| Highlight Background Color |
Hex Color Codes Default: #f5f6f7 |
Use the Color picker to configure the Button Highlight Background Color. |
| Round |
Checkbox Default: No |
Toggle between round and normal Buttons. |
| Icon | Default: No Icon |
On the left side of the Button Text, you can add an Icon.
The App provides the following Icons: 
If you need another Icon, please check this page and let us know which Icon we should add:
https://atlassian.design/components/icon/icon-explorer |
3. How to configure the Button - Display Settings ?
Required Jira Role: Jira Software Administrator
Please switch to the second Tab “Display Settings” to define where and when the button should be displayed:
| Parameter | Syntax | Description |
|---|---|---|
| Source Projects | Project Picker Mandatory |
Please select the projects where you want to place your button on the view screen. |
| Source Issue Types | Issue Type Picker Mandatory |
Please select the issue types where you want to place your button on the view screen.
The list of issue types is restricted to only those relevant to the previously selected projects.
|
| Filter (JQL) | JQL Expression Optional |
You can add an optional condition for displaying the button by defining a JQL, Jira Query Language, statement.
Please make sure the JQL statement is correct and that, together with the selected source projects and source issue types, it leads to meaningful results.
The JQL statement syntax is checked by the app.
|
| Permissions | Picker Optional |
You can add an optional condition for displaying the button by defining specific permissions.
Please select first the permission type:
All configured display settings must be true before the button is displayed. The app checks your Jira instance in real time using the Atlassian standard API. Atlassian sometimes shows changes, for example in user groups, with minor latencies. Additionally, the response time of the Atlassian API impacts when the button is checked and can be displayed, which can take several seconds.
|
4. How to configure the Button - Action Settings ?
Required Jira Role: Jira Software Administrator
Please switch to the second Tab “Action Setting” to complete the Button Configuration, and configure which issue type should be created and linked:
| Parameter | Syntax | Description |
|---|---|---|
| Target Project | Project Picker Mandatory |
Please select the project from which you want to create and link issues. |
| Target Issue Type | Issue Type Picker Mandatory |
Please select the issue type from which you want to create and link issues.
The list of issue types is restricted to only those relevant to the previously selected project.
|
| Template Issue | Issue Picker Optional |
Select an existing issue as a template. The fields of this issue will be prefilled automatically in the creation screen.
You can select the issue by entering the exact issue key: 
|
| Template Fields |
Field Picker Optional Default: All relevant fields will be copied if they exist in the template issue. |
Once a template issue has been selected, you can narrow down the fields to be copied in the creation process to a subset. We will list exactly the fields that will be used in the creation screen of the configured target project and target issue type.
|
| Link Type | Link Picker Optional Default: No Link |
Choose the type of link that should be established between your source issue and the target issue after the creation action.
Our Issue Template Feature leverages the capabilities of the Atlassian Forge Platform, providing full support in Software and Work Management projects. However, when used in Service Management or Product Discovery projects, some limitations may arise, such as restrictions on custom fields and UI modifications. See Atlassian Forge Platform Limitations.
|
4. How to configure the Button - Create Behaviours ?
Required Jira Role: Jira Software Administrator
Please switch to the second Tab “Create Behaviours” to complete the Button Configuration, if you want to add Behaviours to the Create Screen and refer to the documentation here:
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