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:

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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: i 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. Filter (JQL) asasasasas Error in the JQL Query: Expecting operator before the end of the query. The valid operators are =, !=, <, >, <=, >=, ~, !~, IN, NOT IN, IS and IS NOT.
Permissions	Picker Optional	You can add an optional condition for displaying the button by defining specific permissions. Please select first the permission type: Permissions Select... ⌄ Groups Users Project Roles The app will list you all valid parameters, and you can select one or several values: Permissions Project Roles ⌄ Administrators ×atlassian-addons-project-access ×⌄ i 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 (e.g., 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 Issue Exact key ⌄ Template Fields Select... TEMP-1 ⌄ TEMP-1 Bug-Template: Please enter a clear Bug Summary: What is exactly is wrong Or by searching the issue summary and selecting one result: Template Issue Summary ⌄ Template Fields Select... Bug-Template ⌄ TEMP-1 Bug-Template: Please enter a clear Bug Summary: What is exactly is wrong CL-47 Bug-Template: Please enter a clear Bug Summary: What is exactly is wrong
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. Template Fields Components ×Test Repository Path ×⌄ Assignee Test Type Cucumber Test Type Cucumber Scenario Generic Test Definition Manual Test Steps Test Sets association with a Test Pre-Conditions association with a Test Test Plans associated with a Test
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. i 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: