Getting Started (Signing into Jira)
Before we get into how each of the building blocks work, we'll go over some useful details that apply to all five building blocks.
First, they all rely on having your account set up with the Jira Pack. So you'll need to be signed into your Jira account before trying to use the buttons! You can also go back and add your account if you have already set up the buttons without signing in.
Second, for each of the building blocks you'll need to pass through an issue link or issue key, e.g.
PROJECT-123. This tells the Jira Pack which issue you are specifically trying to update. For the
Create Issue button you'll pass through a Project instead since there isn't an issue yet.
If you're working in the Issues table from the Jira Pack you can use the formula
thisrow.Issue.Key to easily pass through the right Issue on a row level. Here is an example from the Update Issue button:
Creating Issues in Coda
You can create brand new issues in your Jira projects with Coda by using a button. You can add this button to a table or to the canvas of your document. You'll need to specify the type of issue depending on how your team has setup your project (e.g, "Story" or "Issue") and a summary (i.e, what the issue is.)
Using update issue and update issue with lists
Update Issue and
Update Issue with Lists buttons let you edit multiple fields in a Jira issue in one click.
If you’re looking to update a single issue or update the same fields across a number of issues (e.g. update all issues’ summary and priority in a table), use
Update Issue. It takes pairs of fields and values; representing the new value of the given field. In the below example, we use the formula to update the Summary field to have a new title.
You'll note that rather than selecting an object, we typed in the name of the field as text rather than selecting a column from the table. The button will fail unless you type in the field name as text.
For custom fields, you will need to designate the field in the form
customfield_[id] where ID is the ID number for the custom field from Jira. This can be found using the steps in this article.
Update Issue with Lists if you’re updating a set of fields that may change by button press, e.g. you want to only push specific fields that have changes. This is a more advanced function and can be used to only push select edits to the data and thus ensure you don’t overwrite or corrupt other data in Jira. To use it, create a comma-separated list of fields and values (or, use the
List() formula!). Here's an example:
Update Assignee and
Update Priority function similarly, albeit only for those fields. Again, you will need to input the values as text.
Supported Fields for Edits
The below tables reflect which fields from Jira are supported by Coda.
Read refers to the ability to pull in the associated field from Jira.
Write refers to the ability to push edits from Coda to Jira.
Interested? Explore some great Jira Templates in the Coda Gallery.